Plan For 2021 With A Strategic Planning Session

business plan
Plan ahead for success with a Strategic Mapping Session with Angie!

With a new year quickly approaching, you may want to consider developing a plan for 2021 with a Strategic Planning Session. I recently started offering Strategic Planning Sessions as a new service in my business. I’m really excited about this service because I think it could be the game changer for a lot of small businesses.

I created this new offer in response to current clients wanting to have a quarterly brain dump and evaluation of the current state of their business. This action provides a good barometer for what needs attention in the next quarter. 

Recognizing that my retainer clients aren’t the only ones who could benefit from this quarterly strategic planning, I decided to offer my Strategic Planning Session as a stand-alone service. This is perfect for the small business owner who is either on her own or has a team in place to help her implement the plan.

Mission, Vision, and Values

Before we even begin adding projects and tasks to a quarterly plan, we first evaluate the current mission, vision, and values of the business. While the values most likely will stay constant over time, the mission and vision may shift with time.

Your mission is a statement about the current purpose of your business. It answers the questions about who you serve and how you serve your clients or customers. You may even put your mission on your website so visitors are clear on your ideal client and how you can help them.

Your vision is a statement about where you see yourself and your business in the next 5-10 years. Unlike the mission statement, the vision statement is something you keep to yourself. Writing a vision statement is a chance for you to dream big about personal and business goals. This can be hard for some business owners to do because they have to be focused on the reality of the here-and-now. It’s really an important piece of the process, however, because it helps you identify goals in order to see your dreams become a reality.

Seven Business Objectives

Once we’ve identified the mission, vision, and values of the business, we will analyze the current state of the following seven key business objectives. 

  1. Financials
  2. Visibility
  3. Operational Efficiencies
  4. Team Growth
  5. Product Development & Innovation
  6. Client Experience
  7. Personal Growth & Development

During this time, we’ll discuss what’s going well, what’s in place, what could use some improvement, and goals or projects of things that need to be done. It’s the piece of the Strategic Planning Session that takes the longest because we take a deep dive into your business to really figure out the current state and what should be done to move the business to the next level.

Prioritize Projects

Now that the projects that need attention have been determined, we can start to schedule them according to priority. Not every project needs attention right away. Likewise, the number of projects you are able to tackle in a quarter will depend on the size of your team.

Through some conversation, we decide which projects need to take priority. This decision is based on a lot of different factors. Some deciding factors include which project will bring in the most profit quickly, can you take on more projects if a new team member is hired, and many others.

We can schedule projects out for as far as you like. Usually we don’t schedule for more than 12 months because circumstances and priorities can change quickly. The quarter that is most important, however, is the upcoming quarter. For this quarter, you want to get specific about dates in which you will start to work on a project.

It’s Time To Get Busy

Once you have goals for projects to complete each quarter, you can start to get busy. Assign your team tasks to work on towards the completion of each goal. With clarity about the next steps to take a renewed sense of direction in your business, you will feel more productive and begin to see forward movement in your business.

In order to give my clients even more support, I also offer quarterly check-ins in which we re-evaluate the business following the same procedure. First, we review the projects that have been completed and the ones that are still in progress. From there we do another brain dump and plan out the next quarter based on the projects that are still in progress and add new projects. This quarterly check-in makes sure you continue to have a plan for moving forward in your business.

If you are ready to plan for 2021 with a Strategic Planning Session, head over to my website contact page to set up a call with me.

quarterly plan
Start 2021 right with a plan!

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Do you have a lot of ideas but you need someone to help you develop a plan to bring them to life?​

During a 1:1 strategic planning session, I can help bring clarity for how to achieve all the ideas you have for your business. 

Do you need someone to help you develop a plan for all the ideas you have?

During a 1:1 strategic mapping session, I help you can clarity.

Do you need clarity around all of the ideas in your head?

Do you know what you want to do but you just don't know where to start?

Wouldn’t it be great if someone could give you a checklist of everything you need to do so you can achieve that next level in your business?

You have so many ideas swirling through your head. They’re all great ideas…but you’re struggling with how to prioritize them and then create a plan to achieve them.

You’re not ready to hire an operational services manager, although that may be in your future if can get past this next stage of business.

You simply need someone who can handle a brain dump session and help you put everything into an actionable plan that you and your team can implement.

During a strategic planning session, we'll talk through the things that are keeping you stuck. You'll leave with a different mindset and a new approach so you can start to see movement again!

Before our scheduled strategic planning session, I'll send you a questionnaire asking you to create or clarify your values, mission, and vision statements.

During our strategic planning session, we'll take a deeper dive into your business as we analyze seven key business objectives. In addition, you'll get a chance to ask all your questions about what you need to do to grow your business.

 What a strategic planning session includes:

  • 2-3 60-minute Zoom calls during which we’ll discuss everything that’s on your mind and set goals for the projects you want to complete
  • Customized 3 – 12 month action plan for all the projects you want to tackle  
  • Analyze what’s going on in your business in the area of finances, operational efficiencies, product development, visibility, team, client experience, and your own personal growth
  • Set priorities for which order to tackle all the projects  
  • Provide you with an action plan to match your goals and budget
  • Access to pick my brain without the price of operational services
The results you can expect:
  • Clarity in what action needs to be taken in your business
  • Ideas for how to better manage projects and your team
  • Become proactive instead of reactive because you’ll have a plan
  • Massive value for minimal investment
  • Quick turn around

Strategic planning sessions start at $1500.

strategy session

Before our scheduled strategic planning session, I'll send you a questionnaire asking you to clarify your mission and vision statements.

During our strategic planning session, we'll take a deeper dive into your business as we discuss your goals and all that you're struggling with in your business. You'll get a chance to ask all your questions about what you need to do to grow your business.

strategy session

 What a strategic planning session includes:

  • 2-3 60-minute Zoom calls during which we’ll discuss everything that’s on your mind and set goals for the projects you want to complete
  • Customized 6 – 12 month action plan for all the projects you want to tackle  
  • Access to pick my brain without the price of operational services
The results you can expect:
  • Clarity in what action needs to be taken in your business
  • Ideas for how to better manage projects and your team
  • Become proactive instead of reactive because you’ll have a plan
  • Massive value for minimal investment
  • Quick turn around
  • Follow-up support

Strategic planning sessions start at $1500.

Strategic planning sessions are a VIP experience completely tailored to your unique goals.

What's Not Included

  • Implementation of the plan
  • Ongoing management
  • Tech support
  • Systems set up
SOP Template
.