How to Plan Without Getting Lost in the Details

As we enter 2023, and you look ahead at plans and decisions for the next year, here are 5 steps for more clarity and direction in the new year.

3. Avoid getting lost in the details

The Problem - Jumping straight into the HOW can lead to getting lost in the details.

Reframe - Before charting the course, we have to set the destination.

  • What are we aiming for?
  • What do we want to achieve?
  • What are the 'big rocks?'
    [High-level goals that are measurable and achievable.]

How to - Start with What

  • What will we achieve?
    Examples: Create a new leveraged offer, Outsource, Productize consulting into tools and tech

Next, make it tangible (and measurable)

  • Set improvement targets
    Aim for percentages in the following areas
    Bonus: Set targets for good, better, and best
    • Revenue Growth
      (% up from last year; ARR / MRR)
    • Customer Growth
      (% up from last year for each product / program)
    • Audience Growth
      (% up from last year for each channel)
    • Customer Results
      (What metrics will you measure and improve for customer success?)
    • Customer Experience
      (How will you measure? And, what's above and beyond?)

Next, don't forget about life goals

  • What goals do you have for you?
    Examples: Take off Fridays, Delegate X, Outsource things I hate

Last but not least, the most important question might be why

  • Why are we doing this?
  • What impact will we make?

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