The One Page Business Plan
What do you want?
Do you know how to get it?
Can you measure your success?
Every successful business or practice does better when you have a plan to work from. Unlike accounting standards or generally accepted accounting principles, which all accountants use, there is no standard language for business plans. How long should a plan be? I've encountered some that were 40 pages long. Is there standard language? For financial service professionals is there a planning process which recognizes the details of an advisor's practice?
Until recently, there was no standard planning process for financial service professionals and entrepreneurs. Fortunately the One Page Business Plan is available for professionals in either a web-based or desktop version.
Here's how the One Page Business Plan can help your business or practice:
- It is, literally, one page: 8.5'' X 11''
- It breaks your business activities into 5 basic sections:
- Vision: The foundation of your business
- Mission: Why you are in business
- Objective: What you need to do
- Strategies: How you will do it
- Action Plan: When you will do it
- Each section requires alignment with all the other sections - no running off in 17 different directions
- The plan is software-based, so it's easy to update when necessary
- The planning program only allows three projects per quarter. You'll finish what you start.
- It can be used with all employee levels, assuring horizontal alignment of your business plans
- It closes loopholes - no longer can you have an objective without a method to accomplish that objective, or an action plan inconsistent with a specific objective.
The One Page Business Plan is simple to use when completed, but can be deceptively difficult to complete, especially if you've never done planning like this.
The One Page Business Plan is rigorous, effective, and is guaranteed to improve your productivity as soon as you complete the plan.