Each year, take the time to measure progress and assess the specific steps you’ll take in the coming year to ensure that you stay on track. We invite our entire company to participate in annual planning because some of the best ideas come from the people whose hands are closest to the work.
Like many new small business owners, you probably dream of financial independence, the freedom of spending your time as you wish, being your own boss, or feeling content by filling a void in the market.
Setting concrete performance goals is a great idea, but you need to support them with a realistic plan to achieve success. In this strategic planning kit, we’re going to look at the strategic planning process Keap employed to grow the company over 10 years into a $100 million enterprise.
This kind of strategic planning is crucial, but you have to do it right. By following these guidelines, your business can do more than just survive—you can thrive.
Just as valuable, a shared vision helps create a sense of community, making the journey more satisfying.
In the worksheet at the end of this kit, we’ll give you an opportunity to create a purpose statement for your business, which will propel you through your annual planning session.
Turning your vision into reality requires a healthy, realistic approach and a well-crafted path toward success.
You need to think realistically about where your business is going and be flexible about your expectations.
Much can happen in the business during those years: priorities may have shifted, you added new products, key staff came onboard or moved on.
Suddenly, you realize that your course has changed as an organization, but your long-range plans aren’t updated to reflect the new direction you’re taking.