Strategic Plan checklist and planner

Updated: Mar 2

We are forever hearing about the importance of Strategic Planning but from experience most business owners don't have the time to get involved and even if they could make the time they would struggle with finding the right place to start. How do I know, I was one of them and in my early business life was too caught up in the day to day running of the business to take time out to focus on the strategy. With the value of hindsight, I can say this was a mistake and had I the knowledge then that I have now I would have done it completely differently.

Of course the penny did drop and I did eventually make the time and the improvement in the business was phenomenal. Once you embrace the mindset of Strategic Planning the business takes on a new impetus and more importantly you are much more in control of it rather than it controlling you. Your decision making is based on live information and is proactive rather than reactive. You are not at the coalface any more but standing back looking at it with more discerning eyes.

So what do you need to make the transition? The first thing to do is decide that you will make the change and then start working through the business in a logical way. I have included a check list and a planner built into one document to help you start the process. You do not have to do everything at one time, it can be spread over the course of a year but at least you can track your progress and tick off each section as it is completed.

Strategic Planning checklist
Download DOCX • 497KB

What is your pay back? From experience it will make you a lot more money, put you in control of your business and allow you the time needed to plan for the future in a more systematic way.

I know it works because I have a number of clients that I take on this journey each year and they are amazed how quick the impact is and how much more in control of their business they feel. They have systems and processes that run the business. They have access to a team of expert advisors to help them achieve their ambitions. The business is running itself and bar some major problem they have the ability to solve most of the day to day problems that most businesses experience.

If you would like to know more then contact me for a confidential, no obligation discovery meeting and perhaps together we can transform your business into a less stressful and more profitable one going forward.

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Alec Drew, KBE shares his passion and knowledge around productivity and communications in the professional services sector. A major part of his 40 years in business was spent as Managing Partner of a highly successful branding agency where he worked with a wide range of CEO’s across all sectors. His insightful questioning and straight talking opened up new conversations, giving them fresh insights into their own organisations and uncovering valuable revenue streams that were previously overlooked. One strategy helped his clients achieve €3.23 billion in additional sales over a 5 year period.

He demonstrates the positive effect on shareholder value when all levels of an organisation speak the same language.  


As an international speaker he shows very quickly how a simple shift in mindset can have such a positive impact on the bottom line. He hates waffle, verbose explanations and jargon and his talks get straight to the point in a no nonsense but entertaining way. ’Disconnected in a Connected World’ is a fresh and honest look at the combined effects of technology and communications not just on business but on society as a whole.


He hosts a weekly radio show where business leaders from all sectors share seminal moments in their lives. Asking insightful questions he encourages guests to retrace their steps from the start of their career to where they are now and talk about key influencers that shaped their success. It gives listeners their weekly fix of encouragement to believe in themselves and demonstrates the abundance of resources that are available to help you complete your journey to destination SUCCESS.  


He is Past President of the Professional Speaking Association, Ireland, a member of the PSA and the Global Speaking Federation. 


'The concept of business is simple until you let a human being near it' - Alec Drew