welcome 1. patty dedominic chief catalyst doug crawford business coach monday’s facilitators 2

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WELCOME

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Patty DeDominic

Chief Catalyst

Doug Crawford

Business Coach

Monday’s Facilitators

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Here is what we will be talking with you about this morning…

1. Clarifying Your Objective: What Business Are You Aiming To Build

2. Determining Your Exact Starting Point & Understanding the “Gap”

3. Conducting Your S.W.O.T. Analysis

4. ID Your Top Limiting Factors & Perform a Sweet Spot Analysis

5. Mapping Out the Coming Quarter – Top 3 Strategic Objectives

6. Creating Your 1-Page Quarterly Action Plan

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Strategic Action Plan Q3 2015

Focus Areas

Success Criteria

Actions

Completion Dates

STEP ONE CLARIFYING YOUR OBJECTIVE:

WHAT BUSINESS ARE YOU AIMING TO BUILD

Patty DeDominicJune 30, 2015

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Preview:I’ll be sharing with you…

What Business Are YOU Really Building?

Defining Your Own“Triple Crown” aka

Your Plan for Miracles

Page 36 in Level 3 Road Map book

Future Goals…

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• What business are you truly aiming to build?

• Why are you in business?

• What inspires you and your team to invest your life in

your business each day as you build your business?

• What is your noble, worthy purpose?

• What is your company’s vision?

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Summary

• Define your challenges: Be Real• Don’t ask for Perfection – ask for Progress

+Technological as well as personal+Your Mission & Vision will EVOLVE. Make

Miracles less like Mountains, More like trail hikes+Mastery is not achieved overnight

• Keep your eye on the goal

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QUESTIONS?

STEP TWO DETERMINING YOU EXACT STARTING POINT

& UNDERSTANDING THE “GAP”

Doug CrawfordJune 30, 2015

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You now have this filled out on Page 36

Determine Your Exact Starting Point

Now Fill in your Current Starting

Point Details

Page 36

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Summary

• Identify Your Gap Challenges+Technological as well as personal

• Set realistic expectation+Mastery is not achieved overnight

• Keep your eye on the goal+Mentorship programs

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QUESTIONS?

STEP THREECONDUCTING YOUR S.W.O.T ANALYSIS

Doug CrawfordJune 30, 2015

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Two Types of Planning: 1. Predictive Planning: Target / GAP / Bridge2. Emergent Strategic Planning: Instinct / Events / Qtr. by Qtr.

Conducting Your S.W.O.T. Analysis

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Think about Strategies and Plans from 4 Perspectives Every QuarterTop 5 Strengths…and 3 Greatest Business Opportunities

Biggest 3 Business Weaknesses…and 3 Greatest Business Threats

Conducting Your S.W.O.T. Analysis

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Guiding Strategic Reminder:

+Build on your Strengths

+Focus your best resources and people on your biggest opportunities, not your biggest problems

+Each quarter, work to meaningfully mitigate one or more of your gravest business threats

+Push Back your #1 limiting factor

+Focus first on what needs to be done, not on what you want to be done

+Focus on fewer, better things

+Feed your winners; starve your losers

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Summary

• Define your challenges+Technological as well as personal

• Set realistic expectation+Mastery is not achieved overnight

• Keep your eye on the goal+Mentorship programs

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QUESTIONS?

STEP FOURIDENTIFYING YOUR TOP LIMITING FACTORS

& PERFORMING A SWEET SPOT ANALYSIS

Patty DeDominicJune 30, 2015

Preview: I’ll be sharing with you…

Two magic tools to help youMake Miracles…..

Want to make molehills out of Mountains?

The Limiting Factor tool, Brainstormed and the Sweet Spot exercise willEnable you to cut throughthe noise of your whirlwind.

Identifying Your Top Limiting Factors

Write down your two biggest limiting factors

When we look through our Limiting Factors we can brainstorm ideas.

Come Up with at least 5-10 ideas to push back each limiting factor Calms the Noise, creates energytoward solutions

Page 73

Identifying Your Top Limiting Factors& Performing A Sweet Spot Analysis

Page 73

Identifying Your Top Limiting Factors& Performing A Sweet Spot Analysis

Identifying Your Top Limiting Factors& Performing A Sweet Spot Analysis

• Its not Magic, it is Action Steps • Anyone can learn this technique - Empower Your Team

• Your Role as a leader is to break it down into easier to digest chunks for your team

• Use What YOU have not to get where you WANT to GO • These tools, applied regularly will transform your business &• Teach prioritization and focus skills to your team • This is not Rocket Science, its Business Planning

Summary

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QUESTIONS?

STEP FIVEMAPPING OUT YOUR COMING QUARTER

VIEW OF YOU TOP 3 STRATEGIC OBJECTIVES

Doug CrawfordJune 30, 2015

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Strategic Action Plan: WorksheetWhat to get done next next Quarter• What are my Top A1, A2, A3 Focus

Areas & Criteria for Success– Look back at Sweet Spot and Limiting Factors

1. Push Back Limiting Factor = Immediate improvement

2. Limiting Factor, Risk, or Mid Term Opportunity

3. Go after Biggest Opportunity

Criteria For Success = Results Desired

Sketch Out Our Quarter:

Write in the MonthsWrite in the A1, 2, 3 Actions for each month

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Summary

A. 2-3 Focus Areas

B. Key Results for Quarter for each Focus Area “Criteria for Success” = Result

C. Which Key Results in Which Month

Set realistic expectations

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QUESTIONS?

STEP SIXCREATING YOUR 1-PAGE QUARTERLY ACTION PLAN

Patty DeDominicJune 30, 2015

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Our Goal is to make bite-sized chunks of the Big Goals / Focus Areas.• You are not asking the

Team for Miracles – nor are they mind readers

You are asking for Action, which will:a. Give Clear Directionb. Build on one another for

alignment and progressc. Give Specificsd. Expected Due Dates

1- Page Quarterly Action Plan

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Tools: Online Action Plan

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Pg. 73 in your Level 3 Roadmap book

Tools: Online Action Plan

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Summary

• This is the step most struggling companies most often neglect to do.

• Write Down Your Goals each quarter• Share the info with your team and your coach• Print It Out and keep in sight• Update Your Plan as you accomplish the

Action Steps – Share the Progress with your team.

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QUESTIONS?

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Here is what we covered … to help prepare you for next Quarter

1. Clarifying Your Objective: What Business Are You Aiming To Build

2. Determining Your Exact Starting Point & Understanding the “Gap”

3. Conducting Your S.W.O.T. Analysis

4. ID Your Top Limiting Factors & Perform a Sweet Spot Analysis

5. Mapping Out the Coming Quarter – Top 3 Strategic Objectives

6. Creating Your 1-Page Quarterly Action Plan

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Patty Patty@MauiMastermind.com

Doug Doug@MauiMastermind.com

Thank You…

Patty DeDominic

Chief Catalyst

Doug Crawford Business Coach