Developing a Strategic Plan for the Upcoming Year
Description
A new year brings opportunity, but opportunity only turns into progress when you have a clear plan to guide your decisions. Winging it leads to scattered effort, reactive choices, and goals that never fully take shape. A strategic plan changes that. It gives you direction, structure, and the confidence to lead your business with purpose.
In this episode, I walk you through what an effective strategic plan looks like, when to build it, and how to keep it simple enough to use every day, including:
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What a strategic plan actually is (and isn't)
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Why planning early gives you a significant advantage
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The five core elements every strategic plan needs
Why a Strategic Plan Matters
Without a plan, you end up reacting instead of leading. You spread your time across too many tasks, measure progress by activity rather than outcomes, and miss the clarity that helps you make confident decisions.
A strong strategic plan brings focus, flexibility, and alignment. It makes delegation easier. It sharpens your marketing. It turns growth into something you can build, not something you can chase.
Planning early means you start the year in motion rather than recovering from the holiday fog. It's your chance to lead the year instead of being pulled along by it.
The Core Elements of a Strategic Plan
1. Vision
Define what success looks like by this time next year. Your vision becomes the compass for every decision you make.
2. Priorities
Identify three to five strategic objectives that will move you toward that vision. Keep them focused and intentional, revenue, systems, team development, or market expansion.
3. Milestones
Break each priority into quarterly or monthly markers. These checkpoints help you adjust early rather than course-correcting too late.
4. Resources
List the people, tools, training, and budget you need to support your plan. Preparation now prevents scrambling later.
5. Metrics
Decide how you'll measure success. Choose indicators that matter, the numbers that reflect real progress, not vanity.
Keep It Simple, Flexible, and Visible
Your strategic plan should live in a format you'll actually use: a one-page summary, a shared document, or a visual dashboard. Strategy only works when it's accessible, reviewed often, and adaptable when circumstances shift.
A strategic plan is a living document. Things will change, but with structure, you can adapt intentionally rather than reactively.
Lead the Year, Don't Chase It
Your role as the leader is to stay anchored in what matters most. Use your plan to guide decisions, shift priorities, and hold yourself accountable.
A powerful year doesn't happen by luck. It happens by design. Plan now. Lead now. Decide what the next 12 months will look like, and commit to building it.
Tools to Help You Build Your Strategic Plan
The Business Wisdom Vault https://academy.enevergroup.com.au/bundles/BusinessWisdomVault
A library of strategic planning frameworks, templates, and decision-making tools designed to help you create a clear and confident plan for the year ahead. Access the resources that support consistent progress and purposeful action.
Book a 1:1 Strategy Session https://www.enevergroup.com.au/booking-clive/
If you'd like support developing or refining your strategic plan, book a one-on-one session with me. We'll map your priorities, structure your milestones, and create a plan that helps you lead the year with clarity and confidence.
Highlights
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00:22 The Importance of a Strategic Plan
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01:15 Defining a Strategic Plan
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01:49 Why Strategic Planning Matters
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02:21 When to Start Strategic Planning
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02:53 Key Elements of a Strategic Plan
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03:57 Making Your Plan Actionable
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04:27 Aligning Your Team and Workflow
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04:52 Using Your Plan to Lead
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05:17 Reflection





















