Scottsdale, AZ – Master Business Coach Discusses the Business Planning Process

As a Certified Master Business Coach and a recipient of the Brian Tracy Award for Sales Excellence, who has advised dozens of rapidly scaling startups, I’ve seen an unfortunate pattern play out too many times. A scrappy young company struggles in those early years to gain traction. But through persistence and grit, they finally hit their stride. Revenue kicks into high gear. They become an industry darling. What had been a constant battle for survival suddenly seems easy.

And this is precisely when things get dangerous. The same hunger and hustle that fueled their initial rise can vanish once they reach their goals. Leaders relax into complacency. Why mess with what’s working so well? The prevailing mentality becomes: “If it ain’t broke, don’t fix it.”

But in a world of continual change and disruption, even profitable models have an expiration date. By the time the cracks in outdated systems show, it’s often too late for incremental fixes. Radical change becomes the only option, but entrenched company culture resists transformation. These once high-flying organizations face painful reinvention or death.

I caution my clients not to rest on their laurels when they hit their stride. In fact, this profitable stretch when everything clicks is the best time for an honest assessment of what needs to evolve for the future.

Here are proactive planning steps I guide leaders through to future-proof their organizations:

Quarterly SWOT Analysis

Conduct an honest evaluation of current strengths, weaknesses, opportunities, and threats across all facets of the business. Employee surveys, customer interviews, competitor analysis, and financial assessments provide data-driven insights.

Bi-Annual Process Audits

As tech systems need periodic upgrades, so do company processes and workflows. Every six months, examine procedures touching customers, operations, product development, etc. Identify cumbersome bottlenecks to streamline as well as potential innovation gaps.

Annual Business Model Stress Testing

Engage your leadership team in “pre-mortem” scenarios, imagining various what-ifs potentially undermining the existing business model. Explore alternatives and innovations that could open new revenue streams or offer buffers against disruption.

While most management teams have solid problem-solving skills, avoiding issues through proactive self-examination is a talent that must be developed. As a Certified Executive Coach and a Ph.D. in GSD, I can provide an objective third-party perspective to identify company blindspots and brewing vulnerabilities before they sabotage success.

Let’s connect if you want to stress-test your systems and strategy. I offer qualified prospects a free consultation to explore whether my approach would provide value. Continued complacency amid success can be lethal, so let’s build proactive planning habits now to secure your future.