Speaker ~ Trainer ~ Consultant | Marketing, Communication, Relationships, Strategy & Planning

Posts tagged simple plan

Write Your 2013 Plan in 90 minutes

Write Your 2013 Plan in 90 minutes

Can you invest 90 minutes of time to get better results with less frustration for 2013?

ATTN: Entrepreneurs & Small Business Owners

How will it feel if you get to the end of 2013 and have EXACTLY the same results you did in 2012?

I am offering a FREE WORKSHOP!

Build your custom plan that encompasses your vision, your market, your goals & your strategies and even supports your celebrations — getting your Kick Butt results for 2013

This is an interactive workshop where you will leave with a plan!

Are you in?


What do you need to do differently in 2013 so you get better results? Do you know?

*  You need to know where you want to go. So many people aren’t clear about their goals. Their goals aren’t specific and measurable, even though they know they have a mission to change the world!

* You need a plan to get there. You can probably still get there without a good plan, but it is more likely that you will probably kill yourself before you achieve success…and definitely before you are able to change the world.

* You need a strategic plan. Without a solid strategy, the based-laid plans can be frustrating, overwhelming and quite frankly, ineffective to get you to your long-term goals.

Sign me up for free for Kick Butt results in 2013

If you have a vision and some clear goals and milestones and/or projects that you intend to accomplish in 2013, then you are perfect for this free workshop!

Get registered now and join me on Thursday, December 13!

Step 5 in Creating a Simple, Strategic, Success Plan

Step 5 in Creating a Simple, Strategic, Success Plan

This is the 5th post in a series of how to create a simple, strategic and successful plan. You can use this plan for launching a great 2013 (assuming the world doesn’t end in the next few weeks) or  you can implement these steps at any point to get on track with what you really want to create in your life and your business.

Creating a plan is often daunting, overwhelming and once you complete the plan, you never look at it again. It doesn’t have to be that way.

A good plan is one that is simple, to the point, and useful in your everyday tasks to build your business.

So let’s review the model that I use for myself and all of my clients, big and small, that creates simplicity and ease in our business-building strategies, our team development and even our partnership and promotional conversations.

And it includes only 5 things. Simple.

For a detailed of explanation of each, click on the title link.

A clear vision of what you will do.

What do we do, why do we do it, and who do we do it for.

Clarity about HOW you will do your work.

This is about your values and is the single thing that connects you to your clients and your team and your partners and everyone who thinks you are cool!

Your top 3 goals.

What are you working toward? And how will you know when you get there?

Your top 3 strategies.

How will you achieve those goals? And what is the magic net that brings the pieces together so you don’t spin out of control? It’s the strategy.

How will you celebrate your successes daily?

This last component of the plan was added recently for me as I need to remind myself regularly of my successes and celebrate them. If I don’t build these last pieces into my plan, then I don’t practice them….making me a dull, over-worked person.

Finally, I fit all of this information onto ONE PAGE. It is super important that all of these details can be written succinctly and to the point, with clarity and preciseness. This allows you to hang this document on the wall above your desk and reference it when you are developing your next product launch, having your next JV conversation, and even hiring your next team member.


1. Decide how you will celebrate daily, weekly, monthly, per project and for the year.

2. Build a document (I use Word and use text boxes for each section), and layout all of your details that you have written onto one page. It is important that this all fits onto one side of one page for easy reference.

3. Print your plan and hang it above your desk, share it with your team, and reference it during your next (and all) JV calls!

5 Steps to a Simple Plan: Step 4 Strategies

5 Steps to a Simple Plan: Step 4 Strategies

So you have a vision, you know what you want to create this year, but how will you do it?

(If you have missed the previous steps in this business planning series, catch them here:

Step 1 – The Vision

Step 2 – The Values

Step 3 – The Goals)

Step 4 – Your top 3 strategies.

How are you going to achieve those goals you listed and prioritized? These are the simple strategies that will create the focus for your efforts in your business. Will you be speaking? Developing a better, effective website? Creating a quality list or tribe of hot prospects, customers, partners and fanatics? Or how about connecting with 20 great people each month?

You can see that each of these strategies will need to include specific steps and tactics. But for the purpose of staying focused and avoiding the “bright, shiny object” syndrome, selecting 3 strategies will direct your activities for yourself and your team. Still not seeing it?

If you know that your top strategy is to develop 20 monthly quality connections for clients, promotions, and cash flow, then your activities on Facebook will be focused on select connections who can support this strategy, thus supporting your goals of making more money and developing promotional partners so you can market less and sell more.

Making sense? Here’s an example:

Top 3 Strategies for Accomplishing Our Goals:

1. Shift programming from private consulting/coaching  – Build 3 small group coaching programs (5-8 clients in each program)

2. Communicate with more people – Share good information daily – utilize my content calendar for email, blogging & social media; teach classes, interview and be interviewed.

3. Offer my systems for measuring, strategy & success – develop training and support for group and private clients and their teams to access to expedite the learning curve; offers will include online programs, interviews, workshops and other opportunities to teach & empower change-makers

This one can get complicated for some, so here is another example:

Top 3 Strategies for Accomplishing Our Goals:

1.        Online visibility to include public relations, press releases, article marketing, blogging, social media, websites, online forums & events to attract, enroll, engage and reinforce our value to our market

2.       Online marketing to include websites that attract and build a list of interested customers and funnels them through a relationship building process to enroll into a consulting or training program

3.       Speaking Campaign that includes Joint Venture & peer development campaign intended to build awareness , and an engaged audience that become customers that generate cash flow from both speaking engagements and additional opportunities.

Hopefully, this is starting to make sense.


Make a list of all the marketing activities you should be doing. Notice, I said “activities” and not strategies. The strategy will come in a few minutes. Now review the list for your favorite activities. I generally prefer that my clients stick to the activities they love. But if you have support from a team, then include some of the “have-to’s” that you can outsource.

Once you have narrowed your list, identify your top strategies that will lead you to meeting your goals and will support your vision for your ideal life and business. For clarification about the differences between marketing tactics and marketing strategies, read this article.

And stay tuned for the final step in completing your simple, strategic plan for 2013 success!

5 Steps to a Simple Plan: Step 3 Goal Setting

5 Steps to a Simple Plan: Step 3 Goal Setting

In creating our simple, strategic plan for 2013, we have clearly stated our VISION (which includes our mission, our market and our message) and our VALUES (this is HOW we do everything, and what makes us roll out of bed on the bad days).

Now we are ready to clearly identify our goals. Well, actually, we are only going to include 3 goals to focus on for the next year.3

I know this may feel limiting, but when you can focus on your top 3 goals, and state them specifically, concisely and measurable, then all your efforts become focused and your “bright, shiny object syndrome” is easy to manage.

Of course, as an entrepreneur, you are going to have ideas and opportunities that are just too cool to pass up, but narrowing your focus to 3 goals will allow you to start achieving greater success instead of being frustrated that your efforts are for naught.

So how do we do this? Take a few minutes to go through this exercise. You will want a paper and pen…or your favorite method of taking notes or journaling.

Step 3 – Your top 3 goals.

What are they? What do you want to accomplish and what is necessary to be accomplished to achieve success as you define it? Perhaps you want a more leverage business model–less private consulting and more group coaching? Perhaps you want to be speaking on stages and getting paid for it. Perhaps you  need to build brand awareness to reach more markets, get more clients and make more money.

When you can whittle your top goals to 3 that will help you achieve success in your life and your business, deciding what marketing tactics and strategies becomes easier.  Also, create measurable goals whenever possible. This will help you create realistic plans for achieving those goals.

Here is an example:

Top 3 Goals (Financial, growth & accomplishments)

1. Bring in 100 paying clients in 2013

2. $15,000 monthly income with a profit margin of 60%

3. Build a leveraged business that allows me to support my family & my health.

Can you see that, with these specific goals, my marketing efforts are going to be easily directed. If I need a profit margin of 60%, then I probably won’t get involved in a project that is a start-up or that is focused more on list-building (where profits are low due to the back-end return). If a business model that supports my family and my health is a priority, then spending too much time traveling might not be a good option (of course, “too much” is relative… but you get the point).


What are your top 3 goals for 2013? List your goals and identify WHY each is important to you. This will allow you to start sorting and grouping your goals to select the BIG goal for yourself. Make sure to include details that you can measure and identify your success on this journey.

And stay tuned for Step 4 of the Simple Strategic Plan, The Strategy that pulls it together.