Your coach will be involved in your journey from day one. They will get to know you, your team and your franchise. Their industry experience will provide you with coaching, direction, and accountability towards your plan. They will also serve as the liaison to pull in other specific areas of expertise as needed. Interactions with your coach will be routine from planned weekly and bi-weekly meetings to impromptu conversations and check-ins. 

An organization’s Vision, Mission Statement, and Core Values are the foundation for everything to be built upon. The Vision serves as the “North Star” and establishes a clear guide for the future. The Mission is the how. It is the road map that will guide you to achieve your Vision. The Core Values provide motivation and exist to help us navigate through difficult times and important decisions.

The Vision Statement is the ultimate goal of the company. It is established to be aspirational and might not ever be achieved. Strategic Goals serve as the tangible checkpoints along the way to reaching your vision. These objectives can and should vary in length (3 Years, 5 Years, 10 Years, 50 Years).

Now that you have established your Strategic Goals, we must focus on the upcoming year. The Annual Operating Plan serves as your playbook for the next year. It will focus on all of the areas that have an opportunity for growth, as well as the areas that might require risk mitigation.

These help organizations ensure that tasks and objectives are being completed in a routine and timely manner. These systems follow a simple “stoplight” system that gives managers a quick visual summary of each function.