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ACE (Achieve, Clarify, Execute) - Small Business Strategic Planning




Strategic Planning

16 Lessons

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The Different Types of Urgency Campaigns You Can Create
By Rob Stephens
About ACE (Achieve, Clarify, Execute) - Small Business Strategic Planning

Small business strategic planning should quickly lead you from defining where you are going to deciding how to get there. Getting there takes a well-built strategy and implementation plan. Get planning and management tools with the basics of how to use them.

ACE stands for Achieve, Clarify, Execute:

Achieve: Determine what you want to achieve in the long term and the short term. You’ll create a vision of where you’re heading with three-year priorities and one-year goals of how to get there.

Clarify: Your goals are clarified and refined to make sure they’re achievable. You’ll build a cash flow projection to clarify your financial plan and options. You’ll map out the right sequence of quarterly objectives to achieve your goals.

Execute: You’ll break down your objectives into specific step-by-step tasks that can be assigned to others and tracked for accountability. Monitor your progress with a key performance indicators (KPI) dashboard. You’ll have a complete action plan from three-year priorities to practical quarterly objectives and tasks.

Love this format and info! I have all of this stuff in my head, but having it all down on paper is awesome. I have way too many things in my head. It’s also getting the creativity flowing again!

Ann Long

Burbity Coworking

The modules and lessons are listed below. Click here for more detail about what's in this course.

Simple and Easy

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A key planning document is a cash flow projection based on your one-year goals. Below are two a fillable PDF and Excel version you can use. If you want more details and a bigger template, check out the Create a Cash Flow Projection with 12MO Template course to learn how to do this.

The first document is the KPI workbook for this module. After that are two easy-to-use key performance indicators (KPI) dashboard templates that you could use to track your KPIs. If you want detailed step-by-step instructions for KPIs and KPI dashboards, check out the KPI course.

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Congratulations! You've finished the ACE for FAST course. You have the basics of a strategic plan to achieve your goals. Please take two minutes to answer a two-question survey in the next lesson to help me improve the ACE program. Congrats again and I wish you well!

About the Teacher

Rob Stephens

Rob Stephens is the Founder of CFO Perspective, which provides continuing education courses for CPAs as well as financial management courses for business advisors and staff. He has been quoted in Forbes, U.S. News and World Report, Bloomberg Businessweek, and many other news sources. He is also the author of Conquering Cash Flow and KPIs and KPI Dashboards.

Rob has a 25-year career that includes serving as CFO, Director of Operations, and SVP of Finance. Rob is an adjunct instructor for the MBA program at Gonzaga University.

Rob holds a Masters of Science in Personal Financial Planning and a Graduate Certificate in Financial Therapy from Kansas State University. He received a B.A. in Business Administration from the University of Washington and is a CPA.

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