#118 - MSP Strategic Plans: How Many Initiatives Is Too Many | BMK VISION ROUNDTABLE

Most MSP strategic plans do not fail because the goal was wrong. They fail because the plan carried more initiatives than the company could ever execute. In this BMK Vision Roundtable, Josh Peterson and Gary Boyle take apart a real example: a client plan Josh built that Gary told him was overbuilt. The goal was sound. The volume underneath it was not. What follows is a working definition of an initiative, the reason most owners misfile efficiency work under a revenue goal, and a hard number for how much a six month plan can actually hold. Gary Boyle is a Partner for Strategy & Business Development at Bering McKinley and co-hosts the roundtable with Josh. ---------- What We Cover in This Episode - Why excitement in a planning session reliably produces an unexecutable plan - Where the attainable half of SMART quietly breaks - Defining an initiative as a driver, and what sits below it - Why "two new clients a month" is a trap without the math behind it - The reason efficiency drives gross profit and not revenue - The full set of revenue levers available to an MSP - How many initiatives fit in a six month window, and how they split by quarter - The rule that disqualifies anything already working from your plan ---------- Subscribe & Follow BMK Vision YouTube (Video Podcast): https://www.youtube.com/@beringmckinleyvision?sub_confirmation=1 Learn More About the Vision Platform: https://beringmckinley.com/vision Apply to Be a Guest: https://beringmckinley.com/blog#speaker-form ---------- SEO Keywords - MSP strategic planning - Strategic initiatives - MSP revenue drivers - Goal setting for MSPs - SMART goals - Six month planning - Managed service providers - BMK Vision Podcast ---------- Credits Host: Josh Peterson Co-Host: Gary Boyle Producer: Bering McKinley Episode: #118 - MSP Strategic Plans: How Many Initiatives Is Too Many