This Year’s Best Practices
Plan · Play · Profit | November 2010
Welcome to the November 2010 edition of our Plan · Play · Profit E-Newsletter!
Laura and I got home on Saturday, November 20th from an 8 day holiday in Nuevo Vallarta that followed me being on a financial advisor speaking road trip that had me on the road for 20 of the last 28 days speaking to thousands of financial advisors in 12 different cities which all started back on October 16th.
I managed to produce my October Plan · Play · Profit E-Newsletter on October 22 while I was on the road, and I am feeling stretched to produce my November 2010 edition at this late date.
I’ve two reasons for not being rich in content rich at this time.
One reason is I was on a tour bus for the second week of November speaking at 4 different cities, and while I enjoyed the conversation while on the road and at dinner each night there wasn’t a lot of time to write.
The other reason that I am not content rich is I have been taking courses to be licensed and certified to facilitate The One Page Business Plan® and I will be introducing The One Page Business Plan® in my December 2010 edition of our Plan · Play · Profit E-Newsletter.
Why have I been taking courses to be licensed and certified to facilitate The One Page Business Plan®?
I believe I have mastered how to Clear Your Roadblocks and once the roadblocks are cleared, it is time to put ones’ Vision, Mission, Objectives and Actions onto one page so that it is in writing, clear and holds one accountable to meet and exceed their dreams and goals.
You can read about The One Page Business Plan® Philosophy, Methodology, Why It Works and The Benefits in the following overview:
The One Page Business Plan® Overview
Alignment…Accountability…Results
Philosophy
- Every business leader must have a plan
- It is essential that it is in writing
- Using your words, not boiler plate
- And one page is enough!
One Page Planning Methodology
- Uses key words & short phrases
- Five elements that work together
- Vision
- Mission
- Objectives
- Strategies
- Action Plans
- Provocative, simple guiding questions
- Vision What are you building?
- Mission Why does this business exist?
- Objectives What result will we measure?
- Strategies How will we build this company?
- Action Plans What it the work to be done?
- Never start with a blank page
- Fill in the blanks prompters
- Lots of examples
- Creative graphical tools
- Focus on what is important
- Create ownership & accountability
Why One Page Business Plan® Works
- Makes a complex process simple.
- Focuses people on what’s important
- Versatile – works equally well for projects, programs, depts., divisions, companies.
- Consistency – all use the same format
- Easy to update to reflect latest thinking
- Creates common language
- Process is very intuitive.
Benefits
- Less time is spent on planning…more on implementation
- Plans are more effective; the business leader and each manager has one that integrates to the consolidated plan.
- Communications are stronger between depts. because everyone sees each other’s plans.
- With short learning curve, focus is on planning, implementation and results…not learning complicated methodology.
- Results are more predictable; everyone knows the plan.
©2008 The One Page Business Plan Company, All Rights Reserved
Here are the best E-Newsletters on Best Practices that I have written this year:
Thank you for the opportunity to be of
service.
Simon Reilly
The Financial Advisor Coach
1 877 248 6019
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