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mary@marycollin.co.uk andy@andygwynn.co.uk
Your Planning Foundations
This is your U-CAN NEEBS Model – outlining the Nine Essential Elements of
Business Success. It is your quarterly personal audit checklist. It covers all the key
areas of business and you need to consider your personal goals too – your Home Team.
The 4 boxes under each section are for you to score yourself (out of 10) on each of these
areas each quarter.
This will help you to decide which areas you need to pay particular attention to in the
quarter ahead.
Vision,
Mission &
Goals
Stairway to Heaven;
Vision Books/Charts;
Weekly Focus
Marketing
Marketing Plan Template
- esp Who & Where;
On/offline;
USP & Guarantee
Operations &
Admin
Systems & technology;
database; checklists;
communications;
on/offline; audits
Time
Daily/Weekly/Monthly/
Qtrly/Annually;
Reviewing & Planning;
In & On business
Sales
Numbers; Targets;
Activity;
Testing & Measuring;
Adjusting
TEAM
Recruitment;
Personal & Professional
Development;
On/Offline;
Keys to a Winning Team
Financials
Budgets/Actual;
In/Out;
Dashboards;
KPIs & Reporting
Delivery
Online;
Offline;
Products/Services;
Post sales/servicing
Results
Reviewing;
Planning;
Testing & Measuring;
Adjusting;
Celebrating