Resources- Planning (Strategy, Budget, Sales)
There are several essential planning documents to systematically craft, communicate and implement a roadmap and key results:
- One-page strategic plan (5 year)
- Annual budget and with annual goals and 3-4 key projects (rocks)
- Monthly company dashboard
- Sales plan and process
These links are for resources from several groups that work with high growth organizations.
Documents & Instructions
- The One-Page Strategic Plan– Gazelles
- Corporate Strategy Model– Sales Benchmarking Institute
- Financial Plan Forecast Template– SCORE
How to Set An Annual Budget for Your Business, Inc Magazine
How to Setup a Budget for Your Business, SCORE
Five Steps to Create your One-Page Strategic Plan, Entrepreneur Magazine
To your People success,
-Diana Southall, People Coach and creator of the People Plan™
Once you have an organization strategy and plan, you can get everyone on the team working to achieve it.
If you are ready to create your own People Plan, learn more about our Toolkit resources.