<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=275610486160139&amp;ev=PageView&amp;noscript=1">
South Burlington, VT

Value Creation Blog

An Objective Review Requires Focus – Strategic Planning

Posted by Josh Patrick

Focus and Strategic PlanningWhen I think about our Objective Review process I find I and our Clients like the modular approach that we use with this process.  It’s the targeted focus on one area of your company that makes the most sense to me when adopting our Objective Review program.

I remember that I used to go to meetings and then rush to the telephone, call my office and start making changes within five minutes of seeing a great presentation.  The only thing this ever did was upset the people back in our office.  In fact, they used to cringe every time I went to a seminar or meeting.

I think a better idea is to wait at least two weeks before even talking about a new idea.  So know when I go to a meeting, I first think about whether I like the idea, write a mind map on the idea and if, after two weeks the idea still seems like a good one, I’ll bring it up and see what the reaction is.  I call this our two week rule.

One of the problems we as business owners is that we often see new ideas as the answer to all our problems.  The people in our firm will often think about these great “opportunities” that we dream up as things that get in the way of doing their day-to-day jobs.  It’s important for us to know the different between the two.

That’s why the discipline of doing one review at a time is a good thing.  When we do an Objective Review with a Client, there are always new things that get instituted in the company.  But, those new things happen at a much slower rate and actually have a reason behind them that will make the company better.

As we move into the fall, you might want to think about how you can bring your new ideas into your organization that are accepted, if not enthusiastically at least accepted.  As always, I’m interested in hearing your thoughts about how you get change started in your company.  Leave me a comment at jpatrick@stage2planning.com or click on this link to set a time to talk with me.

Josh Patrick

I’ve written a special report on Understanding The Stage Of Your Business.  This report fits in with this blog entry.  I encourage you to click on the button below which will bring you to our sign-up page for this special report.  I believe you’ll find the report useful.


Securities and Investment Advisory Services offered through NFP Securities, Inc. (NFPSI), Member FINRA/SIPC. Stage 2 Planning Partners and NFPSI are not affiliated.

This article is published for residents of the United States only.  Registered Representatives and Investment Adviser Representatives of NFP Securities, Inc. may only conduct business with residents of the states and jurisdictions in which they are properly registered.  Therefore, a response to a request for information may be delayed.  Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed.

Topics: for business owners, Focus, strategic planning

Subscribe to Our Blog

Subscribe to Our Blog

Most Recent