Strategic Planning & Execution
Become a Member
Define your vision and create a roadmap for achieving your business goals. This category offers frameworks for developing comprehensive strategic plans, from defining your mission and values to creating actionable plans for implementation and growth. Learn to drive innovation and execute your strategies effectively.
Included Frameworks
FRAMEWORK: Dream Big – Vision, Mission, and Values Plan
FRAMEWORK: Developing a Business Strategy using Cascade
FRAMEWORK: Crafting a 12-Month Success Plan
FRAMEWORK: Innovation Strategy with SWOT Analysis
Duration
6 – 7 Hours per Framework
Our Strategic Planning & Execution Frameworks
Annual Planning – Crafting Your 12-Month Success Plan
This framework guides small business owners through the process of creating a comprehensive annual plan, emphasizing the importance of reflecting on the past year to inform future strategies. It outlines key steps such as reviewing the previous year’s performance, setting strategic goals aligned with long-term vision, developing actionable plans with specific tasks and timelines, enhancing leadership skills, and creating a supportive business environment that fosters collaboration and accountability. The framework aims to support sustainable growth and prepare businesses for upcoming challenges and opportunities.
Creating a Marketing Plan and Growth Strategy
This framework empowers small business owners to develop comprehensive marketing plans and growth strategies for sustainable success. It emphasizes the importance of a robust marketing plan to clarify goals, understand the market, identify opportunities, and create a cohesive strategy to reach and engage the target audience. The framework covers key components such as setting SMART goals, analyzing the market (customer profiles, segmentation, behavior, and competitor assessment), conducting a SWOT analysis, developing a core message, assessing marketing channels, preparing marketing tools, and creating a marketing action plan with budget and roles defined, along with a schedule for plan reviews.
Developing Your Business Strategy using Cascade
This framework guides users in developing their initial business strategy using the free version of the Cascade tool, focusing on breaking down complex objectives into manageable pieces. It emphasizes the tool’s ability to help users identify top themes, define specific objectives, and break down objectives into trackable success criteria. The framework outlines a six-step process for setting up Cascade, including centralizing metrics, defining priorities, integrating tools, connecting teams, reporting in real-time, and building future plans. Ultimately, it aims to provide a clear path and roadmap for achieving alignment and predictable success.
Dream Big – Vision, Mission, and Values Plan
This framework focuses on the importance of defining a company’s vision, mission, and values for success in the competitive business landscape. It emphasizes that a well-crafted vision statement establishes a company’s identity and purpose, a mission statement articulates its purpose and objectives, and company values set the tone for its culture and influence employee behavior. The framework provides a step-by-step guide to creating these statements, stressing that they should be clear, concise, and aligned, and that they should be regularly revisited and refined to remain relevant.
Your Innovation Strategy with a SWOT Analysis
This framework guides businesses in developing an innovation strategy using SWOT analysis to maintain a competitive edge and achieve sustained growth. It outlines the steps to leverage a SWOT analysis for innovation, including assessing strengths, weaknesses, opportunities, and threats. The framework emphasizes gathering a team for brainstorming, analyzing findings, developing the innovation strategy, defining measurable goals, and implementing the strategy while fostering a culture that supports innovation.
Framework Breakdown
Action Plan
The strategic action plan focuses on the relevant topic at hand, provided in formats such as text, templates, PDFs, workbooks, and/or supplimental video training, designed to be easily digestible and facilitate immediate action. This provides access to an action plan that delivers a strategy to help scale your business, along with clear implementation steps.
Introductory Training Call
To provide a deeper understanding of the action plan, a training session, led by Jimmy Newson or a guest expert, is made available on demand. This session thoroughly explained all aspects of the action plan and offers comprehensive guidance for successful implementation.
Five Implementation Videos
A unique five-part challenge is included, functioning like a challenge, where the tasks from the action plan are broken down and presented to you. This fostered focused work and dedicated action, ensuring a structured approach to implementing the plan.
What’s Included in Each Framework
6-7 Hrs of Video Instruction
Downloadable Slide Deck
Customized Checklist/Templates
Additional Resources
Live Chat Feature
MEMBER TESTIMONIALS AND CASE STUDIES
Laura McAdams
A La Carte Events & Catering
Houston, TX
Ericka Bates
Talk Virtual
Spartanburg, SC
Corey & Nakeicha Wilson
Alexander Sky Group
Newark, NJ
Cayce Crown
The Crown View
New York, NY
Zakia Ringgold
Virtual Experience Design Agency
Lansdowne, PA
Elizabeth Sadoff
Elizabeth Sadoff Art Advisory
New York, NY
Are You Looking for Customized Training?
Are you looking for a more personal touch? Maybe for your company, organization, or university? Click to check out our programming options or contact us and let’s chat.
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