This document discusses making a business plan a "living" document by focusing on goals, action, and measuring results. It emphasizes setting 90-day, 6-month, and 12-month goals and ensuring they still fit the business vision. Business owners are advised to focus on what is supporting growth now as well as what is impeding it. Goals should be specific, measurable, and have deadlines. The business plan should be regularly reviewed and updated based on performance data and market changes.

1. Your Living Business Plan Using Goals, Action, and Measuring to Your Advantage Ellen St. George Godfrey, LMHC Entrepreneurial Coach

2. How would you describe your business plan? ©2009 by Elli St.George Godfrey. All Rights Reserved

3. ©2009 by Elli St.George Godfrey. All Rights Reserved Or is it?

4. Or is it…? Or is it…? ©2009 by Elli St.George Godfrey. All Rights Reserved

5. ©2009 by Elli St.George Godfrey. All Rights Reserved IT’S ALIVE!

6. The Living Business Plan Make the process strategic Big picture provides your direction Include the 3-5 year goals BUT… ©2009 by Elli St.George Godfrey. All Rights Reserved

7. It is most important to focus on Right Now ©2009 by Elli St.George Godfrey. All Rights Reserved

8. Basic Parts of Business Plan Executive Summary Goals and Objectives Services and Products Target Market Marketing Strategies Financial Plan ©2009 by Elli St.George Godfrey. All Rights Reserved

9. Executive Summary 1st Ask: Does mybusiness still light myfire? Then: Vision-Your dreams and aspirations of your business Mission-The values & purpose of your business, your target market, your products or services, geography, & profitability expectations ©2009 by Elli St.George Godfrey. All Rights Reserved

10. Bottom Line For Where You’re Going Vision without action is a daydream. Action without vision is a nightmare. Japanese Proverb ©2009 by Elli St.George Godfrey. All Rights Reserved

11. Goals and Objectives Review questions What are you accomplishing in next 90 days? 6 months? 12 months? Do they still fit your vision? Do they support growth or do they waste time? ©2009 by Elli St.George Godfrey. All Rights Reserved

12. What Are You Doing Right Now? Briefly describe your ideal client or customer ©2009 by Elli St.George Godfrey. All Rights Reserved

13. What Are You Doing Right Now? Briefly describe your ideal client or customer What products or services are producing the most activity? Most revenue? ©2009 by Elli St.George Godfrey. All Rights Reserved

14. What Are You Doing Right Now? Briefly describe your ideal client or customer What products or services are producing the most activity? Most revenue? Rate your marketing efforts (0-10) ©2009 by Elli St.George Godfrey. All Rights Reserved

15. What Are You Doing Right Now? Briefly describe your ideal client or customer What products or services are producing the most activity? Most revenue? Rate your marketing efforts (0-10) What is supporting your growth? ©2009 by Elli St.George Godfrey. All Rights Reserved

16. What Are You Doing Right Now? Briefly describe your ideal client or customer What products or services are producing the most activity? Most revenue? Rate your marketing efforts (0-10) What is supporting your growth? What is impeding your growth? ©2009 by Elli St.George Godfrey. All Rights Reserved

17. What Are You Doing Right Now? Briefly describe your ideal client or customer What products or services are producing the most activity? Most revenue? Rate your marketing efforts (0-10) What is supporting your growth? What is getting in your way? What needs to be eliminated? ©2009 by Elli St.George Godfrey. All Rights Reserved

18. Action! Goal Setting has 3 parts Specifics Measurement Deadline ©2009 by Elli St.George Godfrey. All Rights Reserved

19. Measuring ©2009 by Elli St.George Godfrey. All Rights Reserved

20. More Measuring How did you do last fiscal year? How did you do last quarter? What are you projecting for next quarter? ©2009 by Elli St.George Godfrey. All Rights Reserved

22. Notice themes in what you read, what you hear, and who you are connecting with