Strategic planning outlines business goals and can identify any barriers so that we can make appropriate recommendations.
When I work with new clients we often start with strategic planning. To run these types of meetings I’ve created a short, four-step process to help guide the discussion.
Success can look different depending on the person, team, business, and relationship that you hope to develop.
What does a successful relationship, project, or communication look like?
A goal is the desired result you want to achieve. Below is a list of some areas where businesses like to set specific goals, select the ones that work best for you and your business.
An objective defines the measurable action taken to achieve the overall goal. These are where we create a solid picture of what needs to be done to hit specific goals with timelines, due dates, and team responsibilities.
This simple marketing exercise never gets old and for annual clients, I like to redo this every year. Always looking through the lens of: How can we highlight our strengths and are there any weaknesses that can easily be solved? How?
Next, I typically recommend completing a competitive analysis, check out how you can complete your own here!