A Happier, More Successful, You
Strategic planning and execution should have the ultimate goal of creating happier, more successful, business owners. You define your success and that which makes you happy.
We are Purpose Accountants. You are a business owner, working for a better future. Together, we can do this.
Simple Start to Strategic Planning - First Steps
As an entrepreneur, a business owner, a hobbyist hoping to start a business, what is it that makes you happy? How do you define success? Are you on a focused path or in a constant state of chaos? A business advisor / coach can help. We all need that shoulder to lean on, ear to bend, and little voice that urges you on.
As purpose accountants, we position ourselves to be trusted business partners on the journey with you. Working on strategy, vision, and execution can be complex, detailed and overwhelming. The key is to start simple. Do something, do anything.
We recommend starting with with following excercises (click titles for links to worksheets):
How do you want to be seen and described by others? Family, Employees, Customers, Community?
Strengths. Weaknesses. Opportunities. Threats.
Build on your strengths and maximize opportunities.
Minimize risks and threats.
Go Further, with a Strategic Assessment
Understanding your why, your purpose. Looking inward before projecting outward.
Documenting the vision.
Identifying core strengths and competencies.
Positioning in the marketplace - defining the ideal customer to your value proposition.
Team involvement - employees and family.
Establishing goals along the way as you journey towards the ideal.
Focusing on the current priorities and tasks.
Progress measurements - financial and non-financial metrics, key peformance indicators, leadng indicators, feel-good wins.
Viewing the business holistically - accounting systems, profit improvement, execution, retirement, risk and insurance, etc.
Scheduling time for family, hobbies and personal well-being.