One Page Business Plan: Revolutionizing Strategic Planning Tracy Beckes, MBA FPA DFW Symposium Dallas, TX May 24, 2012
9A Eagles Nest Drive La Conner, WA 98257 360-466-1870 1-888-633-9446
[email protected] www.tracybeckes.com Copyright 2011-2012 all rights reserved Tracy Beckes
Getting the Most From this Presentation
I invite you to take time prior to attending this session to read through and reflect on the inquiry that follows. Detailed handouts, including all slides that are presented on developing the one page plan will be available during the session. This session is intended to awaken your passion for why you do what you do and develop world class strategic planning processes. Outline for One Page Business Plan will be provided at the Conference
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One Page Business Plan Pre-Session Inquiry Process
“Human beings and organizations will grow in the direction of the questions that they ask on a regular basis.” David Cooperrider
Change your questions…change your life! Outline for One Page Business Plan will be provided at the Conference
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One Page Business Plan Pre-Session Inquiry Process
In your wildest fantasies, what do you want people to be able to say about your firm and the service you provide?
What are your most compelling stories of success?
Outline for One Page Business Plan will be provided at the Conference
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1-888-633-9446 www.TracyBeckes.com
One Page Business Plan Pre-Session Inquiry Process
Imagine overhearing a conversation between two of your clients who know you quite well. They are sharing their opinions about the three best qualities that they see in you and in the work you are doing with them.
What are they saying?
Outline for One Page Business Plan will be provided at the Conference
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One Page Business Plan Pre-Session Inquiry Process
What is the single most important thing that your work has contributed to your life?
Without being humble, what do you value most about yourself?
What are you most proud of?
Outline for One Page Business Plan will be provided at the Conference
[email protected]
[email protected] Tracy Beckes and Associates, Inc.
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1-888-633-9446 www.TracyBeckes.com
One Page Business Plan Pre-Session Inquiry Process
What can you learn from past experience, especially when you examine closely those moments when you have been at your best?
What are the root causes of your success?
What hopes and dreams do you have for the future?
Outline for One Page Business Plan will be provided at the Conference
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One Page Business Plan Pre-Session Inquiry Process
What is the most important thing you have to offer your clients?
Why is that important to you?
Why is it important to your clients?
Outline for One Page Business Plan will be provided at the Conference
[email protected]
[email protected] Tracy Beckes and Associates, Inc.
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1-888-633-9446 www.TracyBeckes.com
One Page Business Plan Pre-Session Inquiry Process
What three wishes do you have to enhance the health and vitality of your organization?
What are the core factors that enable success in your organization?
Outline for One Page Business Plan will be provided at the Conference
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One Page Business Plan Pre-Session Inquiry Process
Think about a time when you were really engaged in and excited about your work. What was happening? What were you feeling? What made it a great moment? What engaged you? What excited you?
Outline for One Page Business Plan will be provided at the Conference
[email protected]
[email protected] Tracy Beckes and Associates, Inc.
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1-888-633-9446 www.TracyBeckes.com
One Page Business Plan Pre-Session Inquiry Process
What is the smallest step you can take toward your envisioned future that will generate the most significant impact?
How can you unleash the best of who you are?
Outline for One Page Business Plan will be provided at the Conference
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One Page Business Plan Pre-Session Inquiry Process
Imagine you have awakened from a long, deep sleep. You get up and realize that everything is as you always dreamed it would be. Your ideal state has become the reality. What do you see? What is going on? How have things changed? Outline for One Page Business Plan will be provided at the Conference
[email protected]
[email protected] Tracy Beckes and Associates, Inc.
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1-888-633-9446 www.TracyBeckes.com
One Page Business Plan Pre-Session Inquiry Process
What effective practices, strengths, and best qualities do you need to preserve as you transform?
What revolutionary partnerships can you forge that will bring you closer to personal and professional fulfillment ? Outline for One Page Business Plan will be provided at the Conference
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One Page Business Plan Pre-Session Inquiry Process
What work propels you toward greatness?
Are you compelled to develop mastery?
What significant and valuable contribution have you made to your clients?
What are the aspects of your business where you truly shine?
Outline for One Page Business Plan will be provided at the Conference
[email protected]
[email protected] Tracy Beckes and Associates, Inc.
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1-888-633-9446 www.TracyBeckes.com
One Page Business Plan Pre-Session Inquiry Process
What would be lost if your company ceased to exist?
Why is it important that your company continues to exist?
Outline for One Page Business Plan will be provided at the Conference
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One Page Business Plan Pre-Session Inquiry Process
If you have fired someone, why?
What are your unique quirks?
Why are you drawn to do what you do professionally?
Outline for One Page Business Plan will be provided at the Conference
[email protected]
[email protected] Tracy Beckes and Associates, Inc.
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1-888-633-9446 www.TracyBeckes.com
One Page Business Plan Pre-Session Inquiry Process
What
are you doing with your one wild and precious life?
Outline for One Page Business Plan will be provided at the Conference
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One Page Business Plan Session Content
Create a vibrant single page business plan that will energize, inspire and align your entire firm with a dynamic straightforward call to action. This elegant and creative planning process motivates employee ownership of immediate, interim and stretch goals with a clear fresh strategy that will simplify and clarify priorities and decision-making.
As an added bonus, three nationally known advisors, Cheryl Holland, CFP®, RP®, of Abacus Planning Group, Inc., Charles D. Haines, Jr., MBA, CFP® of Kinsight, and Dana L. Pingenot, CFP®, CLU of Lee Financial Corporation, have generously offered to submit their one page business plans as examples for this working session.
This session will not be recorded and is designed to deliver a strategic planning system that will produce lasting results and benefits for years to come.
[email protected]
[email protected] Tracy Beckes and Associates, Inc.
18
1-888-633-9446 www.TracyBeckes.com
One Page Business Plan: Revolutionizing Strategic Planning Tracy Beckes, MBA FPA DFW Symposium Dallas, TX May 24, 2012
9A Eagles Nest Drive La Conner, WA 98257 360-466-1870 1-888-633-9446
[email protected] www.tracybeckes.com Copyright 2011-2012 all rights reserved Tracy Beckes
[email protected] Tracy Beckes and Associates, Inc.
1-888-633-9446 www.TracyBeckes.com
