Resources- Planning (Strategy, Budget, Sales)

Business Planning:

There are several essential planning documents to systematically craft, communicate and implement a roadmap and key results:

  1. One-page strategic plan (5 year)
  2. Annual budget and with annual goals and 3-4 key projects (rocks)
  3. Monthly company dashboard
  4. Sales plan and process

Outside Resources

These links are for resources from several groups that work with high growth organizations.

Documents & Instructions

Articles

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™

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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.