386 - How to Prepare a Strategic Plan for 2023

Closing out the year strong isn't just about executing the present; it's also about planning for the future. Now is the best time to get clear on your goals and design a plan that will get you to where you want to be without guessing what to do next. When you listen, you'll find out the 3 steps you need to take to create a complete strategic plan; a simple formula to reverse engineer your goals and discover exactly what to do every month to hit them; and why so many projects die despite being steps away from completion, plus what you can do to prevent it from happening to you. Be sure to check out our show notes at staypaidpodcast.com for more in-depth information and added details not included in the episode. Connect | Resources FREE e-book: How 5 Top Producers Generate Referrals FREE webinar: Your 2022 Marketing Plan: A Step-by-Step Approach to Success 0:00     Introduction 1:40     The importance of having a strategic plan     2:24     What is strategic planning? 2:49     Visualize the future 4:10     Tools for planning: Reverse engineer your revenue goals 5:49     The critical need for tracking your performance 7:36     Tools for planning: S.W.O. T. and S.M.A.R.T. 8:56     Thoughts on the necessity of attainable goals 9:40     Tools for planning: Set initiatives 10:09   Thoughts on sticking to the plan 12:52   Action Item