So, you’ve pulled your team together, you had a great agenda, the day or days went well and now you have a Strategic Plan for the upcoming year. You’re good, right?
So, this is where most plans fall off the rails. Implementation. How to stay focused on implementation when the day-to-day is always intruding.
Here are the common issues we see when implementing a strategic plan and how we help our clients solve them:
- Not tracking your high-level goals/initiatives appropriately? So, we know CRM’s are great for everyday tasks, etc. They are not so great for long-term initiatives that may take days, weeks or even months to complete. We use a program called Teamwork. We provide it free to our clients so we can help them track their initiatives for the year. We always tell them “your everyday tasks belong in your CRM but your Strategic Plan deserves a home of its own” and it has shown to significantly increase the success of our clients in implementing their goals.