Jul 30, 2018
In episode 77 of Financially Simple, Justin outlines the strategic planning process.
Drawing up a strategic business plan can be a daunting task for many business owners - where to start, who to involve, and how to proceed. Justin explains his process, VMOSTA, and explains each step, as well as the who, when, and where.
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00:34 - The Strategic Planning Outline: Long-Term Planning for Increased Business Value
01:51 - The Vision: Test & Execution
03:09 - Different types of Planning
03:31 - Strategic Planning
05:39 - The Strategic Planning Process
07:02 - VMOSTA
07:28 - Vision & Mission
08:41 - Values & SWOT
09:32 - Objectives & Strategies
10:22 - Tactics
10:37 - Actions
11:40 - The Who
16:29 - The When
19:08 - The Where
20:12 - Summary
Justin A. Goodbread, CFP®, CEPA,
CVGA, is a nationally recognized financial planner, business
educator, wealth manager, author, speaker, and entrepreneur. He has
20+ years of experience teaching small business owners how to
start, buy, grow, and sell businesses. He is a multi-year recipient
of the Investopedia Top 100 Advisor and 2018 Exit Planning
Institute’s Exit Planner Leader of the Year.
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The Exit Planning Institute's Leader of the Year is awarded to a nominee who is a CEPA credential holder who has made a significant impact or contribution to the exit planning profession or overall community through innovation and influence and is viewed by the Exit Planning Institute as a thought leader, risk-taker and specialist while showing characteristics of collaboration.
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