How To Do Strategic Planning: Part 4 of 4

Posted by JasonBlumer on Nov 24, 2020 in Strategic Planning Series

How to Do Strategic Planning, Part 4 of 4 from Thriveal CPA Network on Vimeo.Transcript:Okay, we've done all the heavy lifting in the first three videos in Strategic Planning Season. And as we've been mentioning, November, December is strategic planning season, this is the season. The holiday season? No. This is the season where entrepreneurs plan their future. And go back to video one, to find out what planning and what strategic means. Why did we put those words, strategic planning together, they're real important.So, what have we been doing up to this point? We've really been just dumping all the things out, prioritizing, listing core initiatives. Really just getting more and more granular as to what we're going to accomplish next year. Now boots on the ground happens in phase four. This is when now we take our core initiatives, go see what that means in video three,…

How To Do Strategic Planning: Part 3 of 4

Posted by JasonBlumer on Nov 17, 2020 in Strategic Planning Series

How to Do Strategic Planning, Part 3 of 4 from Thriveal CPA Network on Vimeo.Transcript:Part three, this is part three of four of how to do strategic planning. If you've been watching our videos, you know by now November and December, at the end of the year, are strategic planning season. All entrepreneurs should be doing strategic planning, if you're an owner of a business, this is the time you do it. And so, we've been talking about what we did in part one and part two in the strategic planning process. Now in this phase three, what we're getting to is listing core initiatives. So part one was we did a brain dump, part two was we prioritized that brain dump, which was strategic. That was the strategic choices of what to do and what not to do. Here we are in part three, we're like, "Oh, we can…

How to Do Strategic Planning: Part 2 of 4

Posted by JasonBlumer on Nov 10, 2020 in Strategic Planning Series

How to Do Strategic Planning, Part 2 of 4 from Thriveal CPA Network on Vimeo.Transcript:Here we are in part two of four videos on strategic planning season. November and December are strategic planning seasons for entrepreneurs. So you should be planning, you should be doing strategic planning. Go see video one about what the heck strategic planning even means.So here we are in part two. In part one, I shared that we did a brain dump of our ideas, my partner and I. Here we are in part two, and in part two, this is the strategic part. What we do is we go through the whole brain dump, all the sticky note papers all over our conference room walls, and we assign priorities of when we want to get these things done, by a month and a year, of course.Now, sometimes the year for us pushed out…

How to Do Strategic Planning: Part 1 of 4

Posted by JasonBlumer on Nov 3, 2020 in Strategic Planning Series

How to Do Strategic Planning, Part 1 of 4 from Thriveal CPA Network on Vimeo.Transcript:This is strategic planning season. At the end of the year in November and December my partner and I always do strategic planning. That's what you should be doing too. If you're an entrepreneur, you should be doing strategic planning right now in November and December. And this is part one of four videos. I'm going to tell you exactly how we do it. Listen in and follow up on those videos.First, why planning? Strategic planning? Why planning? Because any entrepreneur who's a successful entrepreneur, typically you're going to find them out in the future, deciding the future before it gets here into the present. Planning is a key concept to winning. You don't plan and figure out your future in the moment, you will have already figured out some calendar system in the future…