How To Create an Effective Strategy Plan

Not all strategy plans are created equal. Find out how to create an effective strategy plan that actually works.

One of the key components of a strategy plan is the goal.

Where do you want to go? What do you want to accomplish?

I’ve been talking to quite a few business owners lately that don’t have a solid grasp on where their business currently is in terms of sales/customers. In order to start embarking on the journey to success (your goal), you also need to know where you’re starting! How can you create a path if you don’t know the starting point?

I follow these same steps to build out strategy plans

This is how I build out the strategy plan for my clients. I find out where they want to be and where they currently are, and then build a bridge connecting the two points.

I know it sounds simple and easy, but there are a number of factors that go into the bridge building.

Here are 5 areas to consider before creating your strategy plan:

  1. What is the goal you’re working towards?
  2. Where are you currently? Find out where you are relative to your goal. This can include income, number of clients, impact/reach, hours worked, etc.
  3. Where are you currently connecting with clients? 
  4. How do you want to connect with clients?
  5. What is reasonable for you to commit to? The best strategy plan won’t be effective if you aren’t able to be consistent with it. 

These questions will help you better understand your business so that you can make adjustments and tweaks to your current processes. It’s not always about recreating the wheel, but figuring out the opportunity areas where you can be more consistent. 

Consistency is the key to success. 

A mentor of mine once said “imperfect action is better than perfect inaction.” This means that it’s better to show up imperfectly and consistently than to be perfect and rarely get anything done. If you need help organizing this, I have a free resource for you to Create Your Own Strategy Plan. Click the link here to get your copy!


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