If you are a psychotherapist looking to scale your business, investing in a business coach for strategic planning will be invaluable to reaching your goals for growth. Your strategic plan is a critical component of longevity – you will record your goals for the upcoming year or more, the objectives needed to achieve those goals, resources, and the responsibilities of your team.
What Is a Strategic Plan?
Your strategic plan is your blueprint for taking your practice to the next level by assessment. It builds on components of your business plan by defining your future, identifying how your business excels for further capitalization and the constraints challenging its competitiveness, and providing details on the steps to get there.
How to Prepare for the Strategic Planning Process
Strategic planning involves assessing your goals, revenue, finances, key results areas, and critical constraints from the previous year or more to gain the information needed to create new goals and objectives. You should identify where you are personally and professionally and where you want to go.
For example, you will look at your previous financial goals, the number of clients you’ve served, or the number of long-term clients. This process gives you an idea of how you’re progressing with scaling your practice, if you’re reaching more new clients, or if you’re continuing to provide quality service to returning clients. If your goal is to have more free time, you’ll review your work hours to see if you’re working longer than before or planned.
Many business owners become overwhelmed with collecting and assessing the data needed to create new goals. Hiring a business coach to assist you in identifying your previous goals and objectives fosters a smoother process so you will pursue new goals with confidence and optimism.
What the Strategic Planning Process Looks Like
- You will define or redefine your vision, mission, purpose, and values of your practice. Knowing why you’re invested in your career and identifying if it aligns with your personal and professional ideals is critical in leading and planning your future.
- Assess your previous performance relating to finances and client satisfaction. You’ll learn where you’ve excelled and how to double that performance while also gaining clarity on where you’ve experienced setbacks or challenges to determine how to reduce or overcome those constraints.
- You will know what resources are at hand: you will define the responsibilities of your team, delegate for the completion of daily objectives, and foster team collaboration and development.
- Simple, tangible, and achievable goals will be the focal point of your strategic plan.
- You will set a date for achieving your goals and track your progress annually, semi-annually, quarterly, etc.
Psychotherapists searching for comprehensive strategic planning services can reach me to create a customized plan. Book a consultation today – I look forward to assisting you.
