How much money do you HAVE at the end of your Three Year Plan?
What will you be thinking about this result?
How will you feel?
How do you use that money?
What do you think about yourself as a steward of your money?
What do you think about your business’s money?
What big investments or expenses do you anticipate coming up over your Three Year Plan?
How will you budget/prepare for them strategically? Where will the money come from?
If you had to sell yourself, business partners, shareholders, or spouses on the investments, marketing budget, and business expenses you will spend each year, how will you do it?
This investment is important because:
This investment will pay off in this way:
This is the BEST idea because:
These are the risks:
Here’s how I will mitigate them:
Here is what’s in my control to get an equal, if not better, return on the money I spent:
Here is the compounding upside:
Current Business Report
Current Revenue:
What does the business look like at this revenue? What are the successes of the business right now? Write them out and then categorize them into similar business areas/themes. Then, choose the top three most impactful on the business.
What does the business look like after achieving Three Year Plan revenue?
What are the three biggest successes of the business at the end of the Three Year Plan?
What do you anticipate being the three biggest issues at the end of your Three Year Plan?
How will you solve them?
In order to accommodate the influx of customers needed to accomplish your Three Year Plan, what will you need to have in place in the business? To create in the business?
What will have to change with the business?
What will have to change with you as the CEO? As the coach?
What does your specific plan need to be THIS year in order to make your three-year goal inevitable?
What do I need to have in place this year to make next year happen?
To make three years happen?
Your CEO Plan
Who are you after achieving the Three Year Plan?
What do you imagine your biggest successes to be?
What do you imagine your biggest issues will be after your Three Year Plan?
How will you solve them?
What are the thoughts you will think about yourself and your business when you accomplish your Three Year Goal?
How will you feel? (Explore a variety of one-word emotions here.)
What will be different about you for the better?
What’s the same for the better?
What positive byproducts for you and your life will come from this business growth?
For your clients?
What will change about how you operate in your business?
What will change about your risk tolerance?
Your belief in your abilities?
Your resilience?
What is your relationship like with failure?
How do you handle when things go unplanned?
What do you think about your ability to make decisions?
How is your relationship with money?
The Team Plan
What’s the first most important hire you need to make?
What will they take off your plate?
What skills, personality, and experience will they bring that you do not have?
What unique skills might they need to develop in working with your company?
Why is the Three Year Plan important to them and their job?
In what ways can they support you? The plan?
How will you know if someone is hindering your plan vs. helping?
What signs can you look for?
How will it affect yourself, your plan, and your business to keep someone who is not moving your Three Year Plan forward?
How will it affect yourself, your plan, and your business to mentor and give your time to someone who IS moving your plan forward?
What will your team members need to accomplish in order to make them FREE to you?
What will your company culture need to be in order to drive your Three Year Plan?