Business Planning Approach:
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Each business client (owner) brings different situations and needs to an engagement
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Brainstorming and collaborating necessary
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Scope will vary and may be time dependent
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Starting small is okay (similar to saving and investing)
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Planning as ongoing, repeatable process with the right tools and resources
Plan
Strategic and tactical time-frames
Business plan - 90 day plan
Action plans for specific problems
Calendar / diary appointment prep
To Do Lists - Follow-up actions
Execute
Motivation - Accountability
Owner, team, contractors responsibilities
Ownership of items and actions
Time allotted / completion date
Measure
Business results achieved
What worked, what didn't work
Problems solved
Things that provide no business value
Macro, micro business impacts
Change
Where you are, business baseline
Issues and challenges
Business aspirations (Goals)
Business commitments, promises
Business adjustments, changes