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Patty
DeDominic
Chief Catalyst
Doug
Crawford
Business Coach
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1. Clarifying Your Objective: What Business Are You Aiming To Build
2. Determining Your Exact Starting Point & Understanding the “Gap”
3. Conducting Your S.W.O.T. Analysis
4. ID Your Top Limiting Factors & Perform a Sweet Spot Analysis
5. Mapping Out the Coming Quarter – Top 3 Strategic Objectives
6. Creating Your 1-Page Quarterly Action Plan
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 Focus Areas
 Success Criteria
 Actions
 Completion Dates
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S TEP O NE
C LARIFYING Y OUR O BJECTIVE
:
W HAT B USINESS A RE Y OU A IMING T O B UILD
Patty DeDominic
June 30, 2015

Future Goals…
Preview:
I’ll be sharing with you…
What Business Are
YOU Really Building?
Defining Your Own
“Triple Crown” aka
Your Plan for Miracles
 Page 36 in Level 3 Road Map book
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• What business are you truly aiming to build?
• Why are you in business?
• What inspires you and your team to invest your life in your business each day as you build your business?
• What is your noble, worthy purpose?
• What is your company’s vision?
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Summary
• Define your challenges: Be Real
• Don’t ask for Perfection – ask for Progress
+ Technological as well as personal
+ Your Mission & Vision will EVOLVE. Make
Miracles less like Mountains, More like trail hikes
+ Mastery is not achieved overnight
• Keep your eye on the goal
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Q UESTIONS ?
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S TEP T WO
D ETERMINING Y OU E XACT S TARTING P OINT
& U NDERSTANDING THE “G AP ”
Doug Crawford
June 30, 2015

You now have this filled out on Page 36
Now Fill in your
Current
Starting
Point
Details

Page 36
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Summary
• Identify Your Gap Challenges
+ Technological as well as personal
• Set realistic expectation
+ Mastery is not achieved overnight
• Keep your eye on the goal
+ Mentorship programs
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Q UESTIONS ?
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S TEP T HREE
C ONDUCTING Y OUR S.W.O.T A NALYSIS
Doug Crawford
June 30, 2015

Conducting Your S.W.O.T. Analysis
Two Types of Planning:
1. Predictive Planning: Target / GAP / Bridge
2. Emergent Strategic Planning: Instinct / Events / Qtr. by Qtr.
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Conducting Your S.W.O.T. Analysis
Think about Strategies and Plans from 4 Perspectives Every Quarter
Top 5 Strengths…and 3 Greatest Business Opportunities
Biggest 3 Business Weaknesses…and 3 Greatest Business Threats
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Guiding Strategic Reminder:
+ Build on your Strengths
+ Focus your best resources and people on your biggest opportunities, not your biggest problems
+ Each quarter, work to meaningfully mitigate one or more of your gravest business threats
+ Push Back your #1 limiting factor
+ Focus first on what needs to be done, not on what you want to be done
+ Focus on fewer, better things
+ Feed your winners; starve your losers
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Summary
• Define your challenges
+ Technological as well as personal
• Set realistic expectation
+ Mastery is not achieved overnight
• Keep your eye on the goal
+ Mentorship programs
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Q UESTIONS ?
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S TEP F OUR
I DENTIFYING Y OUR T OP L IMITING F ACTORS
& P ERFORMING A S WEET S POT A NALYSIS
Patty DeDominic
June 30, 2015

Identifying Your Top Limiting Factors
Preview: I’ll be sharing with you…
Two magic tools to help you
Make Miracles…..
Want to make molehills out of
Mountains?
The Limiting Factor tool,
Brainstormed and the
Sweet Spot exercise will
Enable you to cut through the noise of your whirlwind.

Write down your two biggest limiting factors
When we look through our
Limiting Factors we can brainstorm ideas.
Come Up with at least
5-10 ideas to push back each limiting factor
Calms the Noise, creates energy toward solutions

Identifying Your Top Limiting Factors
& Performing A Sweet Spot Analysis
Page 73

Identifying Your Top Limiting Factors
& Performing A Sweet Spot Analysis
Page 73

Identifying Your Top Limiting Factors
& Performing A Sweet Spot Analysis

Summary
• Its not Magic, it is Action Steps
• Anyone can learn this technique - Empower Your Team
• Your Role as a leader is to break it down into easier to digest chunks for your team
• Use What YOU have not to get where you WANT to GO
• These tools, applied regularly will transform your business
&
• Teach prioritization and focus skills to your team
• This is not Rocket Science, its Business Planning

Q UESTIONS ?
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S TEP F IVE
M APPING O UT Y OUR C OMING Q UARTER
V IEW O F Y OU T OP 3 S TRATEGIC O BJECTIVES
Doug Crawford
June 30, 2015

Strategic Action Plan: Worksheet
What to get done next next Quarter
• What are my Top A1, A2, A3 Focus
Areas & Criteria for Success
– Look back at Sweet Spot and Limiting Factors
1. Push Back Limiting Factor = Immediate improvement
2. Limiting Factor, Risk, or Mid Term
Opportunity
3. Go after Biggest Opportunity
Criteria For Success = Results Desired
Sketch Out Our Quarter:
Write in the Months
Write in the A1, 2, 3 Actions for each month
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Summary
A. 2-3 Focus Areas
B. Key Results for Quarter for each Focus Area
“Criteria for Success” = Result
C. Which Key Results in Which Month
Set realistic expectations
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Q UESTIONS ?
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S TEP S IX
C REATING Y OUR 1-P AGE Q UARTERLY A CTION P LAN
Patty DeDominic
June 30, 2015

1- Page Quarterly Action Plan
Our Goal is to make bite-sized chunks of the Big Goals /
Focus Areas.
• You are not asking the
Team for Miracles – nor are they mind readers
You are asking for Action, which will: a. Give Clear Direction b. Build on one another for alignment and progress c. Give Specifics d. Expected Due Dates
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Tools: Online Action Plan
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Tools: Online Action Plan
Pg. 73 in your Level 3 Roadmap book
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Summary
• This is the step most struggling companies most often neglect to do.
• Write Down Your Goals each quarter
• Share the info with your team and your coach
• Print It Out and keep in sight
• Update Your Plan as you accomplish the
Action Steps – Share the Progress with your team.
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Q UESTIONS ?
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1. Clarifying Your Objective: What Business Are You Aiming To Build
2. Determining Your Exact Starting Point & Understanding the “Gap”
3. Conducting Your S.W.O.T. Analysis
4. ID Your Top Limiting Factors & Perform a Sweet Spot Analysis
5. Mapping Out the Coming Quarter – Top 3 Strategic Objectives
6. Creating Your 1-Page Quarterly Action Plan
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Patty
Doug
Patty
DeDominic
Chief Catalyst
Patty@MauiMastermind.com
Doug@MauiMastermind.com
Doug
Crawford Business Coach
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