Planning Tools

On this page you will find tools that we feel are helpful throughout the planning process.

Plan Tools

Questionnaire - Planning Readiness

Check off any of the 50 issues that you feel are relevant to your situation. The more that are checked, the more urgently that a planning session should be considered.

Click here to review the planning questionnaire.


Strategy Tools

Exercise - The Value Proposition

View your company from the position of the customer; what does your company offer as a value? This must be articulated in a crystal clear fashion to the prospective customer.

Click here to review The Value Proposition exercise.

Exercise - The Hedgehog Effect

The Hedgehog effect is a three-pronged means of how your company might build its business.

Click here to review The Hedgehod Effect exercise.

Exercise - Positioning

Positioning is about how to determine what position you want to own in the prospect's mind - a mind that is already made up. Thus it is about understanding the prospect's perception of life and connecting your business message to what already exists.

Click here to review the Positioning exercise.