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

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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.

The modules and lessons are listed below. For more detail about what's in this course, click here to see the course sales page.

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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, where he provides finance and strategy guidance to help small businesses succeed. 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: The Complete Guide to Small Business Cash Flow Management.

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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