Are you focused on the right actions?  With so many opportunities, possibilities and ideas to pursue – how does one choose?  How do you know if you are applying your limited resources of time, money and people to the right activities and investments?

Too often, it’s a bit of a crap shoot.  We spend our time on what seems most pressing and urgent, often getting caught up in distractions and wonder where our time went.  Has this happened to you?  You set aside time to get something done, then 2 hours go by and you realize you haven’t accomplished your priorities.  Instead you checked email, Facebook and social media or were interrupted by phone calls, colleagues and other seemingly important tasks.

What if there was another way?  What if you and your team could know without a doubt that you are doing the right things at the right times?  How valuable would that be – to know you are spending your time on the most important priorities?  This is where I can help you.  Here are some guidelines for planning and identifying what really matters to you and your organization, so that you can do things that will actually move the needle.


  • Gather your team together
  • Describe and agree upon your shared VISION
  • Communicate your primary objectives and STORY
  • Define your desired outcome and RESULTS
  • Map out the key activities and LAUNCH plan to prioritize what happens by when
  • GO!

We follow this process to help facilitate team discussions so that everyone is on the same page and clients can “Get Sh*t Done!”   We recommend giving your team some initial goals to prepare for this exercise.  Pick a dedicated day for a defined period of time without distractions so that everyone can be fully present and involved.

Team brainstorming is invaluable because everyone can participate and feel engaged – aligning your entire group around the outcome and action plan, which they create and then own.  There’s nothing like having everyone motivated and clear to make progress and it’s even better when this happens quickly and efficiently.

Strategy sessions are a powerful and more efficient way to collaborate, communicate and gain consensus on important business goals.  There’s always room for individual contributors, but why not harness the power of your team to get everyone’s thoughts and perspective together for input.

We have used this process for multiple client activities – sales and marketing planning, product roadmaps, process mapping, stakeholder communications and launch timelines to name a few areas.  It can also be particularly useful for important new initiatives that require branding and visioning or developing your company’s values and culture.

If this is something you would like to learn more about, contact us to arrange your Complimentary Strategy Session and we can walk you through how the process can help you and your team.  TAKE ADVANTAGE OF OUR SPECIAL YEAR-END SPECIAL- get 10% off your half or full day Strategy Sessions if you book and pay by November 10. The session just needs to be used by January 31, 2018.  

What a great way to get your team focused on what really matters, and you can spend time on what you care about most – growing your business.  One day and done – how awesome is that?  I hear your sigh of relief now!  Let us help make your year-end planning process a breeze.  Contact us now to simplify your planning, so you get back to what you do best.