How to plan when you're not a natural planner [cheat sheet]

Posted by James Price | JPAbusiness on 22-Sep-2021 02:00:00

Business planning

If you’ve been reading my blogs for a while now, you know I love a well-written business plan.

I encourage my business advisory clients to write things down, even in a summary sense, because it’s a good way of pressure testing your objectives and communicating them to your team.

Despite my penchant for written plans, I do know successful business owners who don’t write things down and still manage to be supreme at operational and business planning.

They do, however, employ a number of other important techniques, some of which we’ve summarised in the following cheat sheet:

How to plan when you hate planning cheat sheet


The final technique – 'Communicate your plans' – is particularly important for those who are not formal planners.

The key to success in this regard is to have a good team in place that complements your skills and can do the rest of the planning, once you have shared your objectives and actions.

In terms of communication, you need to develop:

  • a clear, concise, transparent and consistent communication style
  • an inspiring and trusting, yet questioning and inquisitive, management style
  • a sense of monitoring and mentoring in terms of how you communicate with your team, both internally and externally.

Using these techniques should help you create a planned and organised business, even if you’re not naturally a planner and organiser.


Tips to boost 3 Business Skills eBook | JPAbusiness


JPAbusiness can help develop plans for your business, including:

  • 1, 3, 5 and 10-year Strategic Plans
  • Annual Business Plans
  • Marketing Plans
  • Business Development Plans, and
  • Succession Plans

To learn more about these services, contact the team on 02 6360 0360 or 02 9893 1803 for a confidential initial discussion.


Annual Business Plan template | JPAbusiness

James Price 2018 smallJames Price has over 30 years' experience in providing strategic, commercial and financial advice to Australian and international business clients. James' blogs provide business advice for aspiring and current small to mid-sized business owners, operators and managers.


Topics: Business Planning, Succession planning, business advice, business management, growth strategies, strategic planning, annual business plan, business plan

Disclaimer: The information contained in this blog is general in nature and should not be taken as personal, professional advice. Readers should make their own inquiries and obtain independent, professional advice before making any decisions, taking any action or relying on any information in this blog. 





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