Page 72 - Becom Your Own CEO

Become Your Own CEO
Sample Family Strategic Plan
IF YOU’RE PLANNING TO PREPARE A FAMILY STRATEGIC PLAN, ASK YOURSELF THE FOLLOWING
◗ What does your family want to accomplish together?
◗ What has your family discussed as group projects or objectives?
◗ If your family had more time together, what would you do?
◗ If your had more resources, what would you do?
◗ What does your family want to be remembered for?
◗ What influence does your family want to have?
◗ What change does your family want to create?
◗ What impact does your family want to have?
ONCE YOU HAVE DISCUSSED AND ANSWERED THE QUESTIONS, CREATE A STRATEGIC PLAN WITH THE FOLLOWING
◗ Mission Statement
◗ Vision Statement
◗ Values
◗ First Principles
◗ Purpose
◗ Meta Goals
◗ Meta Goals broken down into smaller goals
◗ Action Steps for each goal
◗ Deadlines for completing the action
steps
◗ Budget
◗ Division of labor for action steps
◗ Measuring success of action steps
◗ Evaluating success
◗ Creating accountability
◗ Define process when aspects of action steps or goals fall short of expectations
◗ Create schedule of follow up meetings to measure success and address shortcomings
SECTION 07 APPENDIX OF SAMPLE OF STRATEGIC PLANS
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