Purpose Made Practical

Quick Insight

Your three-year priorities, one-year goals, quarterly objectives, and task lists all break your business purpose into actionable steps.  All these pieces work together to flow from the strategic to the tactical. Not taking the time to identify your strategic priorities creates massive inefficiency for your company.


Your three-year priorities, one-year goals, quarterly objectives, and task lists all break your business purpose into actionable steps.  All these pieces work together to flow from the strategic to the tactical.  Each provides more detail to the second part of the definition of small business strategic planning, which is “how you are going to get there.”

No company has enough resources to accomplish everything it wants.  Setting priorities is about focusing your scarce resources on the things that matter most. 

How do you know what matters most? Your purpose, vision, and mission set the general direction. It’s time to choose exactly what steps you need to take to get there.

Most business owners plan strategically just a year or less in advance. This is a mistake. Yes, your tactics are constantly changing. However, your dreams for your company are too big to be achieved in a year. Your strategic plan is a multi-year outline of how you’ll achieve those dreams.

Setting priorities and goals determines both what you will do, what you may do, and what you will not do.  Not taking the time to identify your strategic priorities creates massive inefficiency for your company.

I wish you the discipline to turn your dreams into dollars. I wish you well.

- Rob Stephens


Further Insight


CFO Perspective Resources

  • Video: KPIs And Strategic Planning - KPIs are most effective when they’re integrated into your strategic planning process. I’ll explain how KPIs fit into a strategic planning process. I’ll cover the critical items you need in your strategic plan to make KPIs more effective, and the 6 questions a strategic plan should answer.
  • Course: ACE - Strategic Planning for Small Businesses - 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.

Get all the CFO Perspective resources with a FAST (Finance and Strategy Toolkit) membership.

Get the tools, guidance, and support for superior business performance

Get all the CFO Perspective courses plus more in one package. FAST (Finance and Strategy Toolkit) is the membership program that gives you the resources for better strategic financial management. Get direct access to me as well tools for improved decisions that lead to superior business performance.

The right tools save you time, reduce your stress, and improve your effectiveness.

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