Course VII · Leadership

Strategy and the Annual Plan

The problem this course is for

You work hard every week and cannot say whether the business is closer to where you wanted it than a year ago.

Decide where the business is going, write it on one page and review it quarterly.

I · The ledger

Module by module

8 recorded modules, 9.1 hours in all. Watch them in order; each ends with its worksheet.

Modules of Strategy and the Annual Plan with running time
No.	Module	Length	Running total
I	Where you are: an honest audit in six questions	70 min	1 h 10 min
II	Choosing the customers you want more of	65 min	2 h 15 min
III	Positioning: what you are known for, in one sentence	60 min	3 h 15 min
IV	Three-year picture, one-year plan, ninety-day rocks	85 min	4 h 40 min
V	Budgeting the plan: people, money and your time	80 min	6 h 00 min
VI	Risks you can see coming and what to do about them	60 min	7 h 00 min
VII	The quarterly review day	70 min	8 h 10 min
VIII	Telling the team: a plan they can repeat	55 min	9 h 05 min
	Recorded in all	545 min	9.1 hours

II · The week you’ll notice it working

The week you’ll notice it working

A one-page plan, a budget that matches it and a date in the diary for the first quarterly review.

That is what you finish with if you do the worksheets as you go. The lessons explain; the worksheets are where your own business goes onto paper.

III · The workbook

What sits in the workbook

Every module ends with a worksheet you download and fill in for your own business. The page drawn here is the shape of the one from module IV, Three-year picture, one-year plan, ninety-day rocks.

Worksheets come as printable PDFs and editable templates. Keep them; they outlast the 24 months of access.

Sail to Success · Course VII

Worksheet IV · Three-year picture, one-year plan, ninety-day rocks

A. Where we will be in three years

B. This year’s three outcomes

C. Ninety-day rocks

D. Owner of each rock, and review date

Blank page, drawn to show the layout. Your copy is for your own figures.

IV · Access

How access works

I
You pay on the secure payment page. We set up your course area and email your login details within one working day.
II
Watch the recorded lessons online as often as you like, at your own pace, for 24 months from the day access opens.
III
Download the workbooks, worksheets and templates; they are yours to keep. Questions about the material go to a person by email or the chat.

How study works