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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 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.

5 Steps to a Simple Plan: Step 2 The How

5 Steps to a Simple Plan: Step 2 The How

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

The other day, I shared Step 1 in creating a simple, effective plan: Have a clear vision.

Today, let’s talk about HOW you will do your vision. This maybe the most important step that most people ignore. This is the step that allows you to attract the best customers, hire the best team, and create the most profitable, inspirational and fun partnerships for promotional support, masterminding and business development.2

Step 2 – Have clarity about HOW you will do your work.

This is all about your values–what motivates you and gets you up in the morning everyday. These values are also the connection point to your team–what is important to you better be important to them or it will be a short-lived relationship.

With your clients, these values difference between a client who leaves you exhausted and feeling taken advantage of, or a client who leaves you feeling like you are on fire.

Your values are the reasons people resonate with you, like and trust you, and are willing to invest their hard-earned money with you to help them.

So be clear about your values. List them and then explain succinctly why each is important. This list should be 3-5 items long. That’s it.

Each descriptive sentence should be packed with power words that further describe the experience you are creating for everyone involved-including yourself.

Here is an example:

How we will accomplish our mission:

Ø Impact: Your mission and your message are important in this world and in our lives. We believe that through systems, strategic analysis, positioning and effective messaging, you will impact this world and your purpose will serve.

Ø Integrity: We work to create integrity in your business so that it has a foundation to support the mission. The systems & methods build for your business will create sustainability and long-term support.

Ø Service: With generosity and commitment to you and your business, we partner to serve your mission and your message.


Make a list of your top values. I like to use a large white board where I can “dump” all the values that feel important. Then I sort them into groups. From here I select the top 3, identify my primary value and use the other words to help describe what I do.

This step may take some time, especially if you are doing it alone. Make your list and then come back and revisit your work. Make sure that this is YOUR true self and not some voice that is telling you what is important to you.

Once this step is completed, we will be ready to start working on our goals. Stay tuned for Step 3 – Goal Setting!

What’s your mission?

What’s your mission?

What’s your mission? What do you do for your peeps?

What’s your purpose? WHY do you do that for your peeps?

Where are you going?

A few weeks ago, I shared some insights about success. But there’s an important question that begs to be asked.

How do you know if you are successful?

There are four things you must know in order to be successful.

First, you must be clear about your mission. Your mission is that thing you do. It can also include who you do it for. For some, a mission can be small or large. It can be life-changing for one or for many. In business, it is the thing that leads the company. In life, it creates a feeling of accomplishment.

Second, you must connect with your purpose. This is the “why” you feel motivated to do what you do. If you lose the connection with your why, it’s difficult to move forward.

Third, have a vision. This is the ability to use all of your senses as it relates to your mission and your vision. Think about your vision–what do you see yourself doing? Can you see the work that you do? Can you hear the reaction of the people when you do it? Can you feel the excitement that these people have when they work with you?

Finally, know your values. How do you do what you do? These are the things that direct how you function in your business and who you enjoy doing business with. Check out this list of values to identify your top 3-5.

These are the things that can help you become successful in all aspects of your life. But mostly, they can help you recognize your success and celebrate it.

JV Tip: Values-based relationships are winners!

JV Tip: Values-based relationships are winners!

What do “values” have to do with JV’s, joint ventures or other business relationships?

Short answer: money, friends, programs and fun!

Long answer: When you connect with people for business and your values–those things that motivate you–are similar or complimentary, then you have a foundation for building opportunities that will support your relationship as you and your business grows!

What are your values?

Money is not USUALLY the value that motivates most people–although some are motivated by the KaChing! Most people–especially purpose-driven, conscious people–are mostivated by other things like family, faith, community, integrity, honesty and relationships.  Click this link for a more complete list of values.

Why are values important in business relationships?

Because these are the foundational pieces for long-term, repeat opportunities. We can all connect with someone for the money once. But after that, there must be a connection that is deeper. We really need to like the person in order to keep “subjecting” ourselves to interviews, programs and events with that same person.

And when we DO connect with someone multiple times for business programs, teleseminars and other list-building and/or money-making opportunities, our tribe comes with us. With each connection, it becomes easier to sell our services and we are all more profitable.

Make sense?

What to do next?

Click on the list of values to identify your top values. There are hundreds of values listed here, so just review the list and write down the top 10 that really resonate with you. Then circle the top 3-5 values that feel the most compelling to you. Just start there. You can update your list as often as you like. But now you have a starting point for connecting with some great people!