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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!