Pre-Strategic Planning Worksheet – Individual

Personal motives and leverage:
By beginning the strategic planning process with examining what is happening, your reasons for doing what you are doing, and your long-term objectives, you set your planning ladder on a good site. Taking steps up the ladder by planning for growth will be fruitless if the ladder stands on an unstable place or leads to a place you don’t really want to go.

Where am I today?

Where do I want to be by when?

Why am I in business? This business?

What are my personal reasons for being self-employed?

What are my ego reasons?

What am I getting out of this business on a personal level? Enjoyment? Money only?

How much money do I want to take out of this business in 2013? 2014? 2018?

What are my skills, experience and core competencies?

How well am I using them in this business?

Where do I see myself 5 yrs from now?

What am I doing now that I don’t want to be doing in 5 yrs?

Will I retire here?

When will I get out?

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About the author

Kathryn Booth Trainor

I have owned and operated two service companies which merged into one, still in business after almost 20 years. The company was sold and I began writing and consulting while I completed my MBA at Oklahoma State University in 2006 with emphasis on Marketing and Project Management. My special expertise is in helping people evaluate entrepreneurial ventures, formulate business and marketing plans and structure their companies to be both lucrative and fulfilling. In addition, I have some techniques for transition planning and project management that I use to help clients move from one phase of operations to the next level. Because of the breadth of my business knowledge, combined with writing and marketing skills, I can quickly and effectively create an online footprint with website, mobile app, social media channels and search engine optimization that gets found fast. In web and print advertising, having just the right words and communicating each company's unique flavor and capabilities make the most impact. Specialties:Entrepreneurial experience with service companies and micro-businesses, Marketing and promotional materials, Business plans, Strategic Plans, Trusted Advisor