PCA Articles

Making a Strategic Plan

Building Your One-Page Strategic Plan for 2019

At the end of the day, strategic planning is making sure you and your team are working on all the right things, rather than all the things. In this webinar, Benji Carlson of BreakThrough Academy outlines the steps to creating and implementing an effective strategic plan for 2019.

The goal of a strategic plan is to break down your goals into a simple, week-by-week path. Your plan should start with overall goals. Create S.M.A.R.T. goals, meaning they are specific, measurable, attainable, relevant and timed.

Once you have goals in place, break them down into yearly initiatives. Each initiative should directly support the achievement of your goals. To further simplify, you should break initiatives down into actionable, how-to items called “rocks.” Your rocks will serve as steps to help you reach your annual initiatives.

Finally, break your rocks into tasks. Now that you have a goal, initiatives, rocks and tasks, you can fill out your calendar based on sense of urgency for each item. As your calendar is filled out, you’ll be able to work towards your overall goal and focus on what is most important in the year ahead.

PCA members have exclusive to this webinar and more training resources. Listen to the full webinar to learn more about strategic planning and access a one-page strategic planning worksheet.

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