How realistic strategic planning can help SMBs support annual performance goals


30-second abstract:

  • Keap is an e mail advertising and marketing and gross sales platform for SMBs with CRM instruments that embrace: SMS textual content administration, appointment scheduling, and bill/fee automation.
  • Keap’s sales-focused instruments embrace pipeline administration and advertising and marketing automation options.
  • The strategic planning eBook is knowledgeable by Keap’s inner and really profitable strategic planning course of which has helped develop the corporate over 10 years right into a $100 million enterprise.
  • Keap’s planning course of includes 5 steps: establish your small business’s goal, analyze outcomes, perceive how technique guides planning, set up a gathering rhythm, and contain and inspire your staff.
  • Keap’s 2020 Strategic Planning Guide is accessible as a free obtain from ClickZ for a restricted time.

Headquartered in Chandler, Arizona, Keap is an automatic e mail advertising and marketing and gross sales platform for small companies. The platform supplies instruments centered on CRM reminiscent of SMS textual content administration, appointment scheduling, and bill/fee automation. Their platform additionally contains sales-focused instruments together with pipeline administration and advertising and marketing automation options. Keap presently helps over 200,000 customers and has just lately skilled great progress which is a credit score to their strategic planning course of.

Neil Patel, a New York Times bestselling creator and  Digital Marketing Strategist, is a Keap Pro person and a proponent of the platform. He referred to Keap as “The one tool to power up your website”, and in a 2019 article wrote,” “the flexibility you’ll gain by using Keap will help you make more money.” Keap’s all-in-one platform contains every part you might want to develop your small business.

They channeled their information of strategic planning into a brand new eBook. The 2020 Strategic Planning Guide goals to help SMBs create their very own profitable strategic plan.

Keap Strategic Planning Guide

Content produced in collaboration with Keap.

Guidelines for strategic planning success

Keap’s strategic planning course of for SMBs contains three key parts—an in depth walkthrough of the planning course of, a roadmap for the planning course of, and a worksheet of tactical subsequent steps to facilitate your plan.

Per Keap, “In this strategic planning kit, we’re going to look at the strategic planning process Keap employed to grow the company over 10 years into a $100 million enterprise. By following these guidelines, your business can do more than just survive—you can thrive.”

In this publish, we’ll summarize some key factors from Keap’s 17-page information which is accessible for obtain from ClickZ. The eBook breaks down the planning course of into 5 steps which we’ve elaborated on under.

Step one: Identify the aim of your small business

It’s vital to make clear the imaginative and prescient for your small business. This is a course of that ought to contain everybody in your organization. Keap lists three parts enterprise imaginative and prescient ought to have, per Jim Collins’ guide, Business Entrepreneurship. These are:  goal, values, and mission.

Keap writes, “Every employee at Keap knows our company vision from the start. We also reference our purpose in conversations, meetings, email exchanges, and more, so it shapes our work each day.”

Step two: Analyze outcomes for steady enchancment

Keap makes use of a course of they name SWOT+ when looping staff into the planning course of. As most companies know, SWOT stands for strengths, weaknesses, alternatives, and threats. The + is a reference to their inclusive, collaborative method to planning.

A SWOT+ method ensures:

  • Everyone’s voice is heard—This is a celebration of successes, an opportunity to study from errors, and a chance to maneuver ahead as a workforce.
  • Perspective—An organization facilitator ensures that, though everybody’s POV is heard, planning is seen from the corporate’s perspective.
  • Participation—During the planning course of, everybody’s enter is vital, and thus everybody must be inspired to talk up and take part.

The eBook comprises an in depth define of Keap’s full SWOT+ course of, a four-step method that begins with itemizing accomplishments and ends with addressing strategic points to deal with within the coming 12 months.

Step three: Understand how technique guides planning

Keap emphasizes the significance of understanding all of the assets out there inside your small business when formulating a strategic plan. The place to begin for this course of includes performing a list of property that focuses on three to five core property of your organization.

Keap writes, “While it’s true that resources can be scarce for many small businesses, annual planning is really about making the best use of all your resources so that nothing is forgotten or ignored. This kind of strategy will help put you ahead of your competitors.”

The technique planning method will help your organization join its total imaginative and prescient to its each day operations. The course of itself can be summarized within the following define (every aspect is elaborated on within the eBook):

  • Mission
  • Strengths to leverage
  • Strengths to develop
  • Annual priorities
  • Quarterly priorities or tactical working priorities
  • SMART aims (SMART = Specific, Measurable, Achievable, Relevant, and Time-bound)

Step 4: Establish a gathering rhythm for fulfillment

Once strategic planning is full, the main focus must be on reaching your plan’s imaginative and prescient. Keap recommends scheduling “a steady rhythm of productive meetings” to evaluate and study from each your successes and failures.

Since all companies are completely different, there is no such thing as a particular assembly schedule that everybody must observe, however consistency is essential. Identify the assembly rhythm that works greatest for your small business, then follow it. Meetings must be structured in order that there are clear deliverables and priorities established no matter how often you meet.

Keap recommends devoting a minimum of two full days every year to create your annual priorities, one full day per quarter for Quarterly TOP and a half day every month to evaluate SMART aims.

“Work with your team to identify a cadence of ongoing meetings that will support your defined goals and objectives. The sooner you get your business into a consistent planning and execution rhythm, the sooner you’ll be able to delegate more responsibility to your team,” writes Keap.

Step 5: Involve and inspire your staff

The last step in your strategic planning course of focuses on worker involvement. Involving your workforce ensures that your strategic plan is related to the day-to-day actions of all workforce members.

Per Keap, “Daily relevance is also a key for employees who aren’t in leadership roles. They need to be aware of how their job affects the mission of your business. Each person matters. People need to know why and how their daily activities support the mission.”

Keap staff a technique they name “Big 3”—a reference to the three main duties related to every worker’s function. The Big three can be a transferring goal for some staff, altering quarterly. For others, the Big three could stay the identical for a 12 months or longer.

The worth of building and monitoring the Big three for every worker is that it helps staff perceive how their performance impacts the corporate, instilling confidence and guaranteeing that every worker understands their function within the firm’s total mission.

Keap’s 2020 Strategic Planning Guide supplies a extra complete overview of their strategic planning method and features a detailed worksheet to help SMBs set up assembly schedules, deal with points and set milestones for fulfillment.



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