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Practice Planning

Prep for the Plan

How to look at your practice then create a one page plan to help you grow your practice:

Preparing for the plan:
  • What are your 1 year, 3 year, and 5 year goals
    • Practice Growth
    • Client
    • AUM 
    • Policies
  • How are you branded?
    • How do your clients see you ?
    • How do your prospect view you?
  • What sites are you on?
  • Is your website up to date?
  • How many cleints do you need to hit goals?
  • What are your team goals?
    • Service goals
    • Job Descriptions
  • What are your missions and vision

Creating the Plan

Once you have answered the questions to the left then put them togheter in a 1 page plan following the guidelines below.

1 Page Plan:
  • Misison, Vision, Values Statement
  • Goals
    • 1 year
    • 3 year
    • 5 year
    • Be specific of what you want
  • Branding and Marketing
    • How much money applied to each marketing category you are doing.
    • Limit yourself to no more than 5 areas
    • List the sites you will be active on, and create:
      • Put together a content plan
      • put it in the calendar
  • List Staff Goals and duties, and share with them

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