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Growth and direction · peer advisory council

Strategic planning and execution

“I have six priorities this quarter. I know that’s too many.”

What it often sounds like at the table

Most owners I meet aren’t short on ideas. The challenge is deciding which ones deserve attention, and then making sure they actually happen when the day-to-day pulls you in every direction. A plan on paper doesn’t ask you how it’s going. A council does.

You might recognize this if…

  • The same goals show up on your list quarter after quarter.
  • Your team isn’t sure which priority wins when two collide.
  • You leave planning sessions energized and lose the thread within weeks.
  • Everything feels important, so nothing gets finished.

Questions the room might ask you

  1. If you could finish only one of these this quarter, which one?
  2. What are you willing to stop doing to make room for it?
  3. Who owns it besides you?
  4. What would tell you by the end of the month that it’s on track?
How the council works on it

What happens when you bring strategic planning and execution to the room.

  1. You put it on the table

    You lay out the situation in your own words, with the numbers and history that matter. Ten or so owners give it their full attention.

  2. Questions before advice

    The room asks questions like the ones above until everyone, including you, understands the real issue. Often that’s where the breakthrough happens.

  3. Experience, not opinions

    Owners who have faced something similar share what they did and what they would do differently. No competitors sit at the table, so nobody holds back.

  4. You make the call

    The group doesn’t run your company. You decide what to do, with a lot more perspective than you walked in with.

  5. Say it out loud

    You name your next step before you leave. Next month, the room asks how it went.

What you leave with

A short list of what matters most, a first step, and a room full of people who will ask about it next month.

Want a head start before the call? Build a free weekly KPI scorecard →

Bring this to the table Why it matters: A chance to step back and actually think

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Prefer to work on strategic planning and execution privately instead of in a group? I also do this one-on-one (opens JeffreyRands.com in a new tab).