Do you have a useable business plan?
Do you use your plan to help keep you on track?
Do you modify your plan when the need arises?
Most people I work with have no usable business plan. Many question the value of a plan because they’ve never had any plan that worked. Many others don’t know how to complete a plan.
Four Month Plan (pdf)
Consolidated Agency Fiscal Year Plan (pdf)
Individual Agent Fiscal Year Plan (pdf)
Ask yourself this question: What successful venture ever sustained itself without an effective plan? Really successful brokers, agents and entrepreneurs succeed because they plan — and rigorously monitor their plans — on a regular basis. You may be asking yourself: How can I complete and implement a business plan? And you may also be asking ask yourself: What benefit is derived from having a plan?
The simple answer:
SUSTAINED PERSONAL AND BUSINESS SUCCESS
Imagine that you wanted to build a house:
Or, imagine you were going to take a trip:
You’d plan to build a house or take a trip; shouldn’t you do the same for your business or practice? (After all, building a house or taking a trip is a limited endeavor; a business could last a lifetime.)
As a certified provider of the One Page Business Plan, I have been professionally trained by Jim Horan, the founder and owner of The One Page Business Plan. Jim is a CPA and former CFO, and has just celebrated his 15th anniversary of the founding of One Page Business Plan.
You may purchase my One Page Business Plan program online or contact me directly at 510.898.3245 or via email.
CLARITY, FOCUS and a PLAN OF ACTION
It only takes about 90 minutes to create your first draft. Working together, we can create a finished plan within 21-28 days. This plan will provide incredible clarity about your:
And it will help you detail all the basics regarding your:
For many of you, this will be the first time that you’ve ever been able to have a workable, usable, and understandable business plan. Amazingly enough, it is only: ONE PAGE.
You can consult your plan daily, weekly, or monthly. You can print it out or leave it on your computer or PDA. You can use it with a support group, coach, manager or mentor. It works for you under all situations.
As you can imagine, after 37 years as a financial service professional, I’ve had many attempts at developing a usable business plan. The One Page Business Plan is the only one that worked for me because it is simple, straightforward and easy to use.
The process works because:
It works because it’s a plan based on what’s important to you and it’s only one page.
Please contact Nick to create your own One Page Business Plan at 510.898.3245 or email Nick or purchase the One Page Business Plan program online.
“When I started thinking about my business plan I was stuck. Working with Nick Ray and the One Page Business Plan has been phenomenal. I'm now totally clear about what I want and even better, I have a workable plan that will keep me on track. Having the entire plan on one page makes it easy to use.”
“The One Page Business Plan helped me gain focus and clarity on who I am, what I have to offer and how to get there. It forced me to make choices about what to do (which is something I don't like to do). Within three months of completing the plan (that wasn't easy), I had approximately a 40% increase in revenue. Anyone who wants to take their business to the next level should work with Nick Ray.”