6-Step Framework
Step 1: Define
Your answers will help identify where your goals are disconnected from your daily execution and where stronger alignment and planning is needed.
This sets the compass. We need to know the highest priorities so everything else can align around them.
2: Do you currently have a written strategic plan or roadmap to achieve those goals?
We’re not talking vague ideas. We’re looking for a documented, shared plan with real timelines and priorities.
3: How are you breaking down big goals into smaller, manageable initiatives or milestones?
If the plan only lives at the 30,000-foot view, it never gets done. We want to see how you’re bridging strategy with weekly execution.
4: What makes it difficult to prioritize or focus on the most important tasks each quarter?
This helps uncover problems, whether it’s too many ideas, misalignment, constant shifts, or just lack of clarity on where to start.
5: Do you have a regular cadence for reviewing, adjusting, or tracking progress on strategic initiatives?
It’s not enough to plan once a year. We want to know how often you revisit the plan and steer based on progress.
6: How do you decide what to say ‘no’ to when planning your quarter or month?
A good strategy is as much about subtraction as it is about action. We want to see if you have a filter, or if everything feels urgent.
7: Who is involved in your strategic planning process?
This tells us how aligned your leadership or team actually is, and whether you’re building in a silo or with full visibility.
8: What tools, documents, or formats are used to capture and communicate your strategic plans?
From Notion pages to slide decks to scribbled whiteboards, we’re looking for how ideas get turned into shared direction.
9: What part of strategic planning feels the most overwhelming or unclear right now?
This question pulls out the real blockers, whether it’s sequencing, resource allocation, or simply not knowing where to begin.
10: If you had a clear, realistic strategic roadmap for the next 90–180 days, what would that change for your business or leadership team?
Think about the focus, momentum, and clarity your business would finally have if everyone was rowing in the same direction.
Step 2: Clarify
We start by refining broad ambitions into clear, focused objectives with defined success metrics and timelines.
- Convert general priorities into 12-month strategic goals.
- Define the outcome, scope, and success criteria for each goal.
- Identify why each goal matters to the business right now.
- Ensure your goals are aligned across leadership and teams.
“We are a [business type] with [strategic goals]. Help us define measurable targets for each goal, including success metrics, deadlines, and alignment with our business priorities.”
Step 3: Prioritize
Not everything can be done at once. We’ll determine which initiatives move the needle and which ones dilute your focus.
- Score or rank each initiative based on urgency and impact.
- Identify dependent tasks or required prerequisites.
- Remove or defer low-priority projects that create distraction.
- Establish a maximum of 3 focus areas per quarter.
“We are a [business type] with [X initiatives]. Help us prioritize these based on urgency, business impact, and current capacity so we can focus on what matters most right now.”
Step 4: Plan
Now that you know what to focus on, we break it down into phases, timelines, and key deliverables.
- Break big goals into quarterly projects and weekly milestones.
- Assign ownership and supporting team roles to each item.
- Define the required resources, systems, or support needed.
- Build a project tracker to monitor ongoing progress.
“We are a [business type] executing [initiative name]. Help us build an execution roadmap with clear phases, deliverables, and roles for each part of this plan.”
Step 5: Structure
Even the best strategy fails without structure. We design planning cadences and reporting tools that keep your vision on track.
- Set up weekly or monthly strategic check-ins.
- Create scorecards or dashboards to track initiatives.
- Integrate planning tools (ClickUp, Notion, Asana) with your roadmap.
- Document your plan in a shareable, editable format for the team.
“We are a [business type] managing [strategic goals]. Help us install planning systems, reporting cadences, and dashboards to keep execution aligned and visible.”
Step 6: Review
No strategy is perfect from the start. You need regular checkpoints to learn, adapt, and refocus as conditions change.
- Hold monthly reviews to assess progress and adjust timelines.
- Remove blockers and refine any unclear next steps.
- Celebrate progress and communicate updates across the team.
- Refresh the roadmap quarterly to match new opportunities or shifts.
“We are a [business type] executing a 12-month plan. Help us design a review and refinement process that keeps our strategy adaptive, responsive, and focused on results.”
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