Apr 24, 2020
In episode 259 of Financially Simple, Justin and David Kent of Heritage Investors go over the strategic planning process.
As small business owners start to plan their turnaround strategies, it is important to remind ourselves of the steps needed. Justin and David go over the strategic planning process, breaking it down in this review.
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01:36 - Ask Justin feat. David Kent: The Strategic Planning Process
02:38 - What is Strategic Planning
05:26 - Core Values
09:03 - Vision and Mission
10:50 - SWOT Analysis
15:11 - Three Key Objectives
18:31 - Prioritise Objectives
20:36 - Implement the Strategies
22:50 - Wrap Up
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Host Justin Goodbread, Certified Financial Planner, Certified Exit Planning Advisor, Certified Value Growth Advisor. He is a serial entrepreneur, author, speaker, educator, Investopedia Top 100 advisor, and business strategist with over 20 years of experience. Justin owns Heritage Investors LLC, a registered investment adviser with the State of Tennessee. Heritage Investors only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. This material is for general information only and is not intended to provide specific advice or recommendations for individuals. To determine what is appropriate for you, please consult a qualified professional. The Financially Simple podcast provides information, guidance, and support to Small Businesses in the United States.