MISSION, VISION, VALUES
This is a starting point for a strategic plan. If you don’t have them established, we have the right questions to ask.
How does the house look? Are the processes in place to facilitate growth? Is the data reliable to set goal? Can we use the numbers to forecast? Housekeeping is technical number crunching to ensure the data is available for the strategic plan.
Once the Vision is set and we can rely on the numbers, we establish a strategic plan. This plan must be tied to a Balance Sheet or Income Statement metric. Why? Because the strategic plan must be measureable. We want tangible results.
Chris Farmand, CPA, CITP
Crafting Candor Community
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