Planning ways a business will operate requires a vision, strategy, objectives and tactics – where are you going with it, how will you get there, and how will you keep on course? It also needs a template for the process, milestones, checklists and schedules to help you organise your thoughts.
For most small businesses, planning is a nightmare. There are so many more questions than answers the planning hardly seems worth the effort – especially when the whole picture can change if a client or customer decides to change the rules of engagement. Why bother with planning when no battle plan survives first contact with the enemy? Nevertheless failing to plan is still planning to fail. If you can’t figure out where you’re going and how you’re going to get there the chances are you won’t make it. You just have to build the variables into your plan, and review and revise it as circumstances change.
Planning needs a process – a way of breaking down the ultimate objective into digestible chunks and filling in the gaps as new information emerges. And that process becomes much more manageable with the tools for the job. Business roadmapping with the right process and tools needn’t be a pointless chore. It can be more like a mind map, with goals and actions to reach them.
With our process you can start simple and expand the detail as appropriate. Watch the video to see how you can
- Set a goal – in our case this is a plan, with ownership, timeframe, description and tags
- Add Milestones – the important steps in the process, with due dates
- Add Actions – associated with milestones and as you need them
- Assign Tasks – with due dates and responsibilities
- Review Schedules – of who is planned to do what, by when, for which project.
You’ll see why Front Office Box is much more than just small business CRM. It’s a really smart way of organising all of your business information so you can find it when you need it. We built it to use ourselves in our consulting business. It’s software which works the way small businesses do.
Register for your Front Office Box today, and get the right template for getting on with your business.
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