1. The One Page Strategic Plan
Based on The One Page Business Plan
By Jim Horan
Presented by Trudy M. Phillips, Business
Consultant, Coach & Mentor -July 2012

2. VISION
MISSION
Presented by Trudy M. Phillips, Busiiness
Consultant, Coach & Mentor -July 2012

3. One Page Strategic Plan
Objectives
Strategies
Action Plans
Presented by Trudy M. Phillips, Busiiness
Consultant, Coach & Mentor -July 2012

4. Are You Still Having Fun?
If not, What is Really
Going On?
Determine what is causing the
Problem.
Presented by Trudy M. Phillips, Busiiness
Consultant, Coach & Mentor -July 2012

5. Sow new seeds for success, find
new approaches.
Don’t hide or run from any problems.
HOW?
Get out of your comfort zone,
leave your old way of thinking.
Presented by Trudy M. Phillips, Busiiness
Consultant, Coach & Mentor -July 2012

6. For starters, Consider –
1. Look Closely at Costs vs Revenue & Profit.
2. Review your products & services –
Are they making money or costing money?
What can be adjusted for the remainder of the year?
3. Review what has worked in the past, why, how, can it be
improved?
Eliminate any apparent weaknesses and failures.
Presented by Trudy M. Phillips, Business
Consultant, Coach & Mentor -July 2012

7. For starters, Consider
4. Are you using a sound bookkeeping system,
for example,QuickBooks?
5. Do you really know who your top 10
customers are?
Presented by Trudy M. Phillips, Busiiness
Consultant, Coach & Mentor -July 2012

8. Next, find a quiet, peaceful place with
no distractions –
Contemplate all of these items.
Do not chase off any idea.
Write it down.
Presented by Trudy M. Phillips, Busiiness
Consultant, Coach & Mentor -July 2012

9. Objectives
NOW, LET’S TALK ABOUT OBJECTIVES.
WHAT DO YOU NEED TO TRACK TO ASSURE
SUCCESS?
FINANCIAL, SALES,
MARKETING, OPERATIONS, ETC.
SET OBJECTIVES!
Presented by Trudy M. Phillips, Busiiness
Consultant, Coach & Mentor -July 2012

10. OBJECTIVES ARE GOALS.
WHAT GOALS DO YOU WANT TO
REACH IN
EACH OF THESE NEXT CATEGORIES.
Presented by Trudy M. Phillips, Busiiness
Consultant, Coach & Mentor -July 2012

11. Increase Sales from $_____to $__________
Increase Profit before Tax from $_______to $_________
Increase Gross Profit from________% to _________%
Increase Number of Active Clients/Customers
from____to___
Increase Average dollar sale from $_______to $_______
Reduce Cost of Goods/Services from _____% to ______%
by_______(date).
Presented by Trudy M. Phillips, Busiiness
Consultant, Coach & Mentor -July 2012

12. STRATEGIES
WHAT WILL MAKE YOUR BUSINESS
SUCCESSFUL OVER TIME?
Presented by Trudy M. Phillips, Busiiness
Consultant, Coach & Mentor -July 2012

13. Strategies
Serve Customers Needs - What are they? How?
Target specific Markets – What ones?
Promote Business by_____,______,______
Generate Revenues by_________,______
Strategic Partners_________
Use technology to________
Examples only.
Presented by Trudy M. Phillips, Busiiness
Consultant, Coach & Mentor -July 2012

14. Action Plans
What are 6 - 8 specific
business building projects you must consider
between now and the end of the year,
and successfully complete in 2014?
Presented by Trudy M. Phillips, Busiiness
Consultant, Coach & Mentor -July 2012

15. Action Plans
Action Words.
Complete
RollOut
Implement
Create
Establish
Install
There are many others for example: Add,Submit,Redesign
All must have a Task/Project and BY date.
Presented by Trudy M. Phillips, Busiiness
Consultant, Coach & Mentor -July 2012

16. Finally, a few suggestions
= Consider putting together an Advisory Board.
= Really examine closely how technology can help your
business.
= Will your business keep going if you take a vacation
or get sick?
=And, delegate. Don’t keep trying to do it all yourself.
= Outsource some tasks.
Presented by Trudy M. Phillips, Busiiness
Consultant, Coach & Mentor -July 2012

17. And on that note, we wish
you much success.
We are available to assist you
in planning, growing and
succeeding.
THANKS FOR BEING HERE.
Copyright by Trudy M. Phillips, Busiiness
Consultant, Coach & Mentor -July 2012