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Strategic Plan Template - YouTube
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hi this is don crowther with a video
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about strategic
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plans and i want to start by asking you
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a really key question
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do you want to have a bigger better more
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profitable company
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a year from today if you do
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let me show you a few facts the facts
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state
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that small businesses that strategically
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plan tend to have a higher
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sales growth return on assets profit
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margins
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and employee growth there's a source
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down there in the bottom corner
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the facts say that small businesses that
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strategically plan tend to be innovative
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and achieve international growth
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the facts say that small businesses that
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strategically plan
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are less likely to fail do you
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any of the things sound interesting to
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you
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all these can be summarized by a key
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statement it says of all the contrast
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between the successful and unsuccess
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unsuccessful businesses or between the
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leader and the follower
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the single most important
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differentiating factor
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is strategy but here's the challenges
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most companies don't strategically plan
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and the reason is that there is a
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serious problem with strategic plans
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and that is most of the time people
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don't know how to do it and so when they
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go and they look for
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templates and formats and those kinds of
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things to do it what they find is
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they're incredibly complex
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they're very time consuming and many
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cases they're not action oriented
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and they look at them they say there's
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no way that i'm spending three months
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putting together a strategic plan
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may i solve that for you i want to point
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out something about strategic planning
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strategic planning is a very simple
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process process of
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number one identifying where you are
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number two identifying where you want to
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be
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and number three creating some specific
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action plans to fill that gap
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and so therefore what i've done is i've
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put together a very
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simple two-page template that you can
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use
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to strategically plan go through going
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through this
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process will take an average person who
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understands what they're doing
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two to three hours and it's worth
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spending that amount of time
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because this is planning what your
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future business is going to be like
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i'm going to give you a download link at
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the end of this this is totally free so
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you can be able to go
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and download this two-pla page page
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template plus in addition that i'm going
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to give you
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a sample of one filled out so you'll be
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able to get some ideas
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see what should should go into those
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various squares so you'll be able to
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understand it better
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basically this plan has two pages that's
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why it's called a two-page strategic
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plan
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here's your first page here's your
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second page let me go through each line
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in depth in these and by the way
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download this and watch this again
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you'll be able to
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to see how it all gets filled in and
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read the samples the samples i'm putting
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here on the screen
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are the samples that are there all right
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so first you start off with
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the heading hey this is easy you put in
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your organization name you put in what
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period you're doing it for
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the date version because and i encourage
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you to put in that version because
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oftentimes these things will change two
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or three times right at the beginning
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this next section is where we look at
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over here on the left we look at your
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current situation that's these columns
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right here
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then we look at the desired situation so
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that we can then identify
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what's the gap between them and develop
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a time a
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specific plan to fill that
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gap let's start in the upper right hand
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corner left upper left hand corner with
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the current situation
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here you're going to write a few phrases
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that will describe
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where you are right now so sample
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sales insufficient to quit my day job
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and go full time i've got weak traffic
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and a lack of name recognition in the
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marketplace
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i need to capitalize on this while
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dancing with the stars is still hot
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because
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by the way this this is for a site that
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creates
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exercise videos based upon ballroom
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dance moves okay
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people love our current dancing for
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fitness product but they tell us they
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want more new content
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in that series so not a lot of facts
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here
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this is here's how i feel
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here's my current situation here's how i
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feel about it okay
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then below that is the key indicator
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section
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here's where you put some of the facts
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that are out there
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and so here's some samples last year our
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sales were 24 000 a profit of 12 000
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after expenses
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our traffic we averaged 1500 unique
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visitors per month i'm not going to go
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down and read all these every one of
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these because these are on the sample
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that is there but it's these kinds of
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things you're
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putting where you are what's happening
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so far so if you haven't even started
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your business yet
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your key indicators may be empty or it
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may be
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um planning this or
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thinking about this or whatever those
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kinds of things but
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you're putting down the facts about
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where you are
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over the left hand right hand side you
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would get the desired
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situation so your desired situation
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might be something like this
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earn thousand dollars five thousand
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dollars a month after expenses so i can
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quit my current job and focus on this
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full time
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by the end of the year i want to have a
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membership site where people are paying
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monthly for additional content and
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feedback
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and at least four new products in the
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lineup
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and so we're making some statements
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about where we want to be
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and then down below that is where we put
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our specific
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objectives that have numbers in it so
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you can actually
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track those objectives to see how you're
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doing so
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sales hundred fifty thousand dollars
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profits at least sixty thousand dollars
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build an email list to twenty five
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thousand with a thirty part
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autoresponder series
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introduce at least four products so you
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can see each one of these things
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has a number so that you can be able to
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go back and numerically track
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how am i doing against these goals just
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saying build a bigger business
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or increase my conversion rate those
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aren't sufficient
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you want to have numbers here so you
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actually are able to prove whether you
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have achieved it
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or not now so now you filled in this
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left side and the right side
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and now for the rest of this time we
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focus
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on the gap that piece in the middle the
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difference between where you are right
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now
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and where you want to be so the first
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thing we do
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is we look at some specific actions that
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we are planning to do
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to fill that gap we have a place where
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we put the action
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and we have another place where we put a
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due date so you know what you're doing
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and you can actually put that on your
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calendar and say i'm going to achieve
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this by such and such a date
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here's some examples so you do four new
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products one each in april june august
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and september so
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in this case i put varies for the due
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date because you got four different
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products
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we're going to create 50 videos and post
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them on video sites 20 each in january
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and february and 10 in march
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and so i put my due date as this but you
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can also see i've got my due dates over
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here
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create my auto email autoresponder
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incorporating the videos produced i'm
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going to do that in january march
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so you can see i'm doing very specific
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things
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uh run split tests on web pages to
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increas increase conversion
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uh develop a free course offer as an
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opt-in incentive and to affiliates
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so i've got specific things that will
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help me to achieve those objectives of
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making that amount of money or whatever
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it was
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that you put down for objectives
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and by the way you can do more than this
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in fact i encourage you to do that
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i'm trying to to put these things onto
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onto two pages but you can always have
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an appendice
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appendix with a bunch of other specific
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actions
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and even assign them to specific people
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and what date they'll be done by and all
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those kinds of things
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this is a simplified version so you can
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put it all in one place very quickly and
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easy
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then on the bottom of the page
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additional goals here's where you put in
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some things that
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may not fit into the specific actions
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that help you to get there
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so uh reduce paper uses by fifty percent
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to
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decrease my impact on the environment
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design design a business that will take
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six weeks of vacation per year and work
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no more than forty hours a week
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uh bring my children into the business
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to teach them business skills so those
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things that might be
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outside of here's how i'm going to
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achieve the
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filling of that gap but these things are
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hey these are some things that i really
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want to make sure
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happens in this process of working on
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these things
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this year now page two
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we get into some further action plans
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but here's where we look at the customer
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type
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there's basically three kinds of
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customers
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and i've actually put these in an order
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for this reason the first one is your
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current customers
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so the most costly thing you can do is
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to go pay money to acquire a new
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customer
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and so anytime you've got a customer and
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you should have a plan to be able to
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make more money from that existing
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customer
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that's why we have this first column
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make more from existing customers
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then we've got a second column which is
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where people mostly
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focus and that is generating new
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customers but we have a third group
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which is lapsed customers someone who
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bought from you a year ago or two years
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ago
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has never come back and bought again you
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need to have a plan to be able to go get
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those people and earn more money from
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each one of those
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and so you sh you should be developing
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some specific action plans
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for each one of these groups and focus
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on how you're going to make money
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from each one of those and you can read
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that in the sample document
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then the final piece that we're doing in
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this is your key
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strategic initiatives placed on a
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calendar
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so this way you can look at your year
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across the year and see here's the key
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things that i need to have finished in
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each one of these particular months
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across the year
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and so here i put january is our heavy
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social media push
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with facebook twitter and video and
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offer a free course via autoresponder
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in february we're going to focus on our
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video releases in march we're going to
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focus on video releases
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applying an affiliate recruiting focus
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and are creating a
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sell and an upsell funnel and so you go
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through these i want to point out
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july's was a very important person for
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this particular person quit
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job in july so by that means that
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that by that time they need to have put
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a process in place in these first
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seven months that will enable them to be
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able to quit the job
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and go forward with their objectives in
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these areas
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now you'll see that what i tend to do
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when i do these things is i push them
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into the first part of the year
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why because one of the things i believe
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is that coming back in june or so
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to relook at this document pull it out
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again and say okay what's our plan for
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between now and the end
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of the year to continue to achieve these
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objectives and so the
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back half of the year tends to get more
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filled up at this time most people i've
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discovered can't
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really plan beyond three to six months
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effectively
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in terms of what they're going to do and
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so
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as i said i focus i push most of the
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things into the first half of the year
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and then reevaluate part way through the
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year to push it into other areas
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so you should be aware that you may want
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to add some more pages to this process
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so you can have
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a page where you look at strengths and
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weaknesses which can be a very valuable
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thing
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so you understand hey i'm not a detailed
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person so then you may need to hire a
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detail person to work on your projects
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for you
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you may want to have further details on
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how you're going to fill the gaps
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more strategies some more tacticals
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tactics you may want to have a financial
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analysis
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here's where we are right now here's our
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estimated
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uh expenditures and income throughout
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the year here's a balance sheet
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in in two different levels this is
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especially important if you're going to
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show this to a banker to get a loan
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uh you'll need to do a financial
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analysis is part of that
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and then you may want to have some in
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there where you're looking at equipment
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and staffing and investment requirements
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so you can plan your
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cash flow throughout the year those are
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all good things to add
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you don't the the core of that though is
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the strategy
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these things that happen on these first
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two pages that i provided to you
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now the two key the the major keys to
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success with this
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are first off do it you need to spend a
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few hours
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and develop a strategic plan and write
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it down
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as you do it use this format review it
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weekly so that you follow it
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i suggest that once a week you have a
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meeting with your
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self your key managers uh your staff
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whatever it is pull out this document
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look at it and say okay how are we doing
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on this what do we need to do how do we
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need to alter this plan
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realize these plans are living breathing
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documents
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that uh you're trying to expand your
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efforts and expand the plan to better
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achieve
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those end objectives and then revise it
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as needed i recommend two to three times
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per year
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you do a revision session to get these
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as you do these things your business is
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going to be better planned
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you will get all those objectives that
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we talked about at the beginning where i
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showed you the facts from these
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scholarly studies about people who do
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strategic plans
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all those advantages are going to start
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flowing your way and so
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the next step that i suggest you do is
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to go right now to
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doncrowther.com a slash
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strat plan where you'll be able to
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download
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the document in a word format
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as well as in a sample of the
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of a sample company so you can look at
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it and see some of the ideas and how to
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fill these things out
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i strongly recommend that you do this
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soon this is don crowther just go do
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this stuff
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hi this is don again with a special
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offer just for you
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if you would like to get more free
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social media and internet marketing tips
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just like this
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visit www.doncrowther.com
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and sign up for the free newsletter
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there it's don
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crowther.com just go do this stuff
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