Strategic Planning for You and Your Business

Written By Julie Entwistle MBA, BSc (OT), BSc.

Strategic Planning is a Superpower.

This is true whether you are planning for your business or your life. How your life unfolds over the next few years can be shaped by your thoughtful intention through a plan. How you act on that plan will determine your outcomes. In business, strategic planning is based on return on EQUITY (financial capital). In life, that is return on ENERGY (human capital).

Working through the following will help you build your personal and business strategic plan:

  1. What VALUES and traits are most important to you?

  2. What VISION do you have for your future, 5 years from now?

  3. How will you vision be achieved through a MISSION?

  4. What is your PURPOSE of your business, your career, your life?

  5. What GOALS do you have to achieve your vision?

  6. What KNOWLEDGE and SKILLS do you need to have?

  7. What daily HABITS of thought or action do you need to become the person who gets the goals done?

  8. What ACTIVITIES will you commit to daily to achieve the goals?

The quality of your thinking becomes the quality of your life. Further, the Law of Correspondence says that your outer world always reflects your inner world.

Through my coaching program I use a One Page Strategic Plan. Completing this fully requires a reflection on the above, but also some additional thinking. You will also need to intimately know the business you are in, what your customers want, details about your competition, your own areas of excellence and constraints, and how your business is plotting on the Sigmoid Curve.

Want to learn more? Let’s connect.

 Adapted from “Clarity 1.4 Personal and Business Strategic Plan” by FocalPoint Coaching and Training Excellence, Copyright 2018, by Brian Tracy and Campbell Fraser. Reprinted with permission.

Julie Entwistle MBA, BSc (OT), BSc.

Julie Entwistle is an ICF Associate Certified Coach who works with business owners and professional service providers.

Julie helps her clients by building their business YOU - confidence so they can run, grow, and develop legacy practices that are focused and optimally successful. Julie knows that when professional service businesses do better, their clients also benefit. She knows this because she was one! Prior to becoming a coach, Julie was an independent owner of her own healthcare business before successfully merging, growing, and selling the practice. As an owner Julie had her own business coach, and this was a key element in her success.

Academically, Julie has degrees in Health Studies and Gerontology and Health Science (Occupational Therapy) from the University of Waterloo and McMaster, respectively, and an MBA from Wilfrid Laurier. She attended Queens University as a part-time Doctorate student prior to discontinuing her studies in 2023. Julie is also a Chartered Director and has Board and governance experience.

Julie grew up in a franchise family, so business is in her DNA. She has raised four daughters who are off writing their own stories as young adults. Julie is active and fit with a black belt in Karate, a competitive golf game, and enjoys many other sports. She believes in authenticity, showing kindness to all living things, and is happiest when helping others to build their own wealth and wellness.

Find Julie on LinkedIn at: linkedin.com/in/julieentwistle

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