When you help your clients with business plan coaching, building a strategic plan is a great skill to have. Running corporate planning retreats and strategic planning consulting are great services to offer, and it makes a huge difference for your clients!
Business Plan Coaching Step TWO: The Prioritize Step
(Click HERE to download the PDF Summary)
In the process of creating their business plan, and once your client has CAPTURED everything that might help them find the best goals, changes, and solutions to create the future for their organization, the next step is for them toĀ hone these ideas down to only the most most valuable items to include in the organizationās strategic plan.
In the āprioritizeā step, theyāll eliminate low priority ideas while highlighting the most important actions, goals, and strategies for the organization.
These priorities will drive the decisions, actions, and focus within your client organization, which, over time, will ultimately create itās destiny.
How to Prioritize
Tell your business coaching client the following:
- Highlight anything on your capture list that should get done āthis yearā or is ādo or dieā. Cross out any obvious fantasies.
- Review all remaining items and resolve them:
- Is this item a fantasy, or is it something that needs to get done this year?
- Decide between āfantasyā and āneeds to get doneā and mark accordingly.
- Review all highlighted items and circle anything that is obviously a ādo or dieā goal.
- Review the remaining highlighted items. Is there anything else that should be considered a ādo or dieā goal? Mark them accordingly.
What to Prioritize
Your business plan coaching clients should consider prioritizing only things that are the best strategies, ideas, and actions that produce the MOSTĀ progress for their business, including:
- Anything required for the organizationās survival
- Anything required for the organizationās growth (Consider a variety of time frames.)
- Any primary constraint on the organizationās growth towards itās ultimate goals, vision, and fulfillment of the mission
Other Steps in The Strategic Planning Process
To see Step ONE: Capture, go HERE:
To see Step THREE: Organize, go HERE:
https://www.youtube.com/watch?v=qhaxKVSHSUs
By the way⦠youāre invited to claim your FREE step-by-step āLife Coaching Business Blueprintā video toolkit. Just go HERE now to get your life coaching business blueprint videos.
Jeffrey T. Sooey
CEO, JTS Advisors
Founder, Coaches Training Blog community
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