You know what you want from your organisation; now it’s time to plan how to get it.
Follow these rules to create a solid plan and achieve your goals:
1. Keep your plan on one page.
Double-sided if you must.
2. Set a maximum of four main goals for the year.
These should be broken down into 90 day goals and actions to ensure you work towards your annual goals.
3. Identify five Key Performance Indicators (KPIs).
Any more than five and you’ll lose focus. Pick the KPIs most likely to have an impact.
4. Share the plan with your team.
Ensure their goals align with your plan. Help them define their own actions and the KPIs they need to achieve.
5. Keep the plan visible.
Track your progress against the plan and celebrate success with your team along the way.
6. Review your plan at least quarterly.
Make sure you’re completing your 90 day actions and achieving your 90 day goals. Update the plan with new goals each quarter. Having someone independent hold you to account helps.
Your Strategic Plan is the most fundamental document in your business. It acts as a how-to-guide to achieving what you want from your organisation.
Need help creating your plan? Get in touch for more information about our Strategic Planning service.
"Hope is not a strategy." - Anon
Tax and Trust have been our Church’s Accountants for approximately 13 years. They always do their upmost for our Church and for any help I need or questions answered. As we are a Charity they take care of all our Charity Obligations with filing to the Charities Commission and with our Auditors with their yearly audit of our Accounts. We use the XERO Accounting System and Michelle and her team always help us with any queries. The whole team at Tax & Trust have always been friendly and helpful to myself. I have no hesitation in recommending them for any Clients that are Charities or just need new Accountants that they can trust who are professional & efficient Accountants.
