Startup Creating a 1-Page Quarterly Action Plan for Your Business A powerful format and 3-step process to create your own 1-page quarterly strategic action plan to grow your company. In fact, to successfully scale, you must balance the need to focus on those fewer, better things that will make a leveraged difference for your company and your need to be flexible so you can adjust as you go. It is the quarter. The quarter is the perfect unit of time to bridge your big-picture goals--which probably have a two- to five-year timeline or longer--and your weekly planning and daily action.
In fact, a one-page business plan can often be better and more powerful than a traditional plan. The one-page business plan: Serves as a type of pitch document for your business, much like a beefed-up elevator pitch.
So, what do you need in your one-page plan? Summary Write one or two sentences about ONE of the following: Focus on the area that matters for your situation. For instance, if you are writing a plan to seek investors, zero in on the area that will impress them the most.
For example, do you have an amazing team lined up to work with you, but you need money to get started? Talk up your collective expertise as justification for why investors should buy into your operation.
Is your business model truly disruptive?
Demonstrate why it is and how your audience will benefit from it. Or if you are writing an internal plan, concentrate on the situation that is most critical, needs the most attention or cries out for change. Market Analysis Include a couple of sentences about: Leave the macro market information for a standard plan.
Describe your market nichekeeping in mind that the more specific the target market, the better. Also, save a few words for how you plan to differentiate your product when going after your target customer base and note for the record that price is rarely an effective differentiator on its own.
Competitive Analysis Write no more than two or three sentences about: Which products and services are most competitive to yours? Where will your product or service have the greatest opportunities?
Where will you face the most serious threat? Remember to keep your answers short and to the point. Strategy Focus a couple of sentences on: What you need to do here is crystalize why your business is going to be different from that of your competitors.
Remember to focus on why your differentiation will matter to customers and to your audience. This has to be painfully clear and succinct. Products and Services Write a sentence or two on: A top-notch sales force? Inbound marketing via the Internet?This One Page Business Plan can serve as a bare bones business plan, or act as the executive summary for a more detailed plan.
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A one-page business plan isn’t just busy work. It’s a clear and concise way to spur your audience into action—and to force yourself to think critically about your business.
Adapt the outline for a standard business plan, and you’ll have a single-page plan that’s crisp and effective. One Page Sales Plan Name: _____ Date: _____ This worksheet will help you plan your work, and work your plan. It will help you create the first 7 steps to sales success.
Please fill in the boxes in order to create your one page sales plan. And with your plan being one page, you and your team can take it in with one look. This discipline of working with a quarterly one-page action plan has helped our business coaching clients enjoy.
See this Guide to Writing a Business Plan Step By Step for a detailed description of how to write each section of a full-sized plan. Keep in mind that a business plan is a living document and you can always start with a one-page plan and enlarge it with additional detail as required.
A sales business plan focuses on just that--sales. It also touches on your sales goals, who your target customer is, how you’ll market and sell your product or service to that customer--and it's essential to have if you want your business to be successful.