How to Create a Simple Strategic Plan
4.3 (29 ratings)
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How to Create a Simple Strategic Plan

Learn a Simple, 6-Step Process That Can Help You Create The Business and Life You Truly Desire
4.3 (29 ratings)
Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.
207 students enrolled
Created by Debbie LaChusa
Last updated 6/2016
Current price: $37 Original price: $75 Discount: 51% off
30-Day Money-Back Guarantee
  • 1.5 hours on-demand video
  • 3 Supplemental Resources
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
What Will I Learn?
  • Learn what a Strategic Plan is and how it can help you create the business you want
  • Learn the difference between a traditional Strategic Plan and a Simple Strategic Plan (and why you probably don't need to spend the time on a traditional plan)
  • Learn the difference between a Strategic Plan and a Marketing Plan and why you need both
  • Learn the difference between Setting Goals and Setting Intentions (and why this course doesn't ask you to set Goals)
  • Learn what a SWOT Analysis is and how to complete an effective one in an afternoon without doing a ton of research
  • Learn what can hold you back in your business and how to become aware of it so you can easily overcome it
  • Create a simple Strategic Plan in an afternoon so you can get onto creating the business you really want
View Curriculum
  • A clear idea of the life and business you'd like to have (however, it's not necessary to know HOW to get there - that's what this course is all about!)

Learn How to Create an Inspired Road Map for Your Coaching or Consulting Business... So You Can Create the Business and Life You’ve Been Dreaming Of!

If your business is not where you'd like it to be, or you're ready for a change and you want to create a road map to help you get wherever you'd like to go, this course is for you.

Whatever kind of business YOU'D like to have... I'd like to share with you a simple process you can use to get fiercely focused so you can create it.

Not only will it help you make decisions every day about what you need to DO to get there, it will also set things up so the Universe can support you.

I'm not going to get all woo-woo on you, but I will tell you when you get crystal clear on what you want, it changes EVERYTHING.

And it ups-the-odds that you will actually get there... or perhaps get someplace even better!

This process is simple, you can complete it in an afternoon, and on a couple sheets of paper.

I'm going to give you... 

  • A fill-in-the-blank template (to make it easy to create your plan)
  • Examples from 3 different Strategic Plans (so you know what goes in each section)
  • A Sample Strategic Plan (so you know what a completed plan looks like)

And I will walk you through a very simple 6-step process (so you can easily create your plan)

You may be thinking, “A Strategic Plan… that sounds complicated… isn’t that something corporations do… do I really need one if it’s just me?”

First of all, I’m not going to teach you how to do a traditional corporate Strategic Plan. You’re right, you don’t need THAT!

I used to develop those plans when I worked in the corporate and non-profit sectors. They’re a ton of work, they’re pages and pages long, and they are NOT what you need as an independent coach or consultant.

What I WILL teach you is a scaled down version that only includes the parts you need to get focused and clear about the type of business and life you want to create.

What Students Are Saying About This Course

Once again Debbie has delivered. My strategic plan did take less than a day to do. Through her direction, I now have focus on where I want my life to go and how to get there.
My strategic plan is concise, realistic, achievable and not overwhelming to accomplish.
Thanks Debbie
~Fran Piggott

Really helpful course Debbie. I haven't considered using intentions instead of goals before and I liked how simplified your process for writing our mission and vision statements was.
~Helen Bolger-Harris

Who is the target audience?
  • Independent coaches and consultants who are in a business they're not happy with or who are looking for a change in direction
  • Independent coaches and consultants who feel like they and their business are all over the place and want to get focused
  • Brand new coaches or consultants who want to make sure the business they end up with is a business they will enjoy
Curriculum For This Course
18 Lectures
3 Lectures 10:18

A brief welcome from your instructor, Debbie LaChusa, The Business Stylist, and an introduction to the Strategic Plan process we will be walking through in this course.

Preview 03:19

I wanted to help you understand the process we will be going through in this course and I thought what better way than to help you see that creating a Strategic Plan is probably a lot like something else you've probably done many times before. 

A Strategic Plan is Just Like... (An Analogy)

A Strategic Plan is NOT the same thing as a Marketing Plan. You do need both. In this lesson I share the difference between the two.

The Difference Between a Strategic Plan and a Marketing Plan
A Few Things Before We Get Started
2 Lectures 10:12

Be sure to download and print out the handouts in this section. They are the only handouts/worksheets and you will be using them throughout the entire course as you create your Strategic Plan:

1) Strategic Plan Example - this is a real Strategic Plan so you can see what one looks like (I've included 2 formats, Word and PDF, so you may use whichever works best for you)

2) Strategic Plan Template - you can use this template to create your plan as you go through the lessons. Simply fill in each section as you track through the course.

Strategic Plan Outline, Template, Sample Plan

Please take a few minutes to watch this lesson. I want to make sure you get the most out of this course and at the end have your very own Strategic Plan so you can create the business and life you really want.

Preview 07:18
Step 1: What Do You Do
1 Lecture 04:55

Identifying Your Mission is the first step in the Strategic Planning process. Don't worry. It's not that complicated. In this lesson I share how you can determine your mission.

Your Mission
Step 2: Where Do You Aim to Be?
1 Lecture 08:15

Creating your Vision is the second step in the Strategic Planning process. In this lesson I explain what your vision is and why it's so important to capture it in your plan.  

Your Vision
Step 3: What Do You Want Your Business To Look Like?
2 Lectures 15:23

Traditional corporate Strategic Plans will have you write down specific measurable goals and objectives. Not so here! I think there's a better way and in fact, after doing this many years in my own business, I know it's better! In this lesson I explain the difference between Goals and Intentions, and I share why I prefer setting intentions.

Intentions vs. Goals & Objectives

In case you're a little unsure about the difference between Goals and Intentions, I wanted to share some specific examples to help clarify this for you. These are real examples I've used.

Examples & Setting Your Intentions
Step 4: S.W.O.T. Analysis
5 Lectures 21:25

A SWOT Analysis can sound a bit scary, but it's not. It's actually pretty simple. In this lesson I explain what it is so you will be ready to move on to each step in the following lessons and do your very own SWOT Analysis.

What the Heck is a SWOT Analysis? (An Introduction)

The first step in doing your SWOT Analysis is creating a list of your Strengths (the "S" in SWOT!). In this lesson I help you do just that!

Identify Your Strengths

Time for step 2 in your SWOT Analysis... Creating a list of your Weaknesses. Don't worry, we all have them. And better to identify them upfront than to be surprised by them down the road. Knowing what they are will help you devise a plan to overcome them, or at least work around them.

Identify Your Weaknesses

OK, time for the third step in your SWOT Analysis... Identifying Opportunities that will make it easier to accomplish your intentions and make your plan your reality. In this lesson I explain what Opportunities are and how to identify yours.

Identify Opportunities

Time for the T in SWOT Analysis: Threats. In this lesson I explain what Threats are and give you examples so you can determine anything that could threaten your ability to achieve your intentions.

Identify Threats
Step 5: Decisions You Will Make
1 Lecture 06:05

It's time for the next step in your Strategic Plan, and that is developing your Strategies. I like to think of these as the Decisions You Will Make that will help turn your plan into reality. In this lesson I explain what I mean by that and share some examples.

Your Strategies
Step 6: Actions You Will Take
1 Lecture 06:12

The last step in creating your Strategic Plan is making a list of your Tactics. That's just a fancy word for deciding What Action You Will Take. Remember, your plan requires you to take action. Here is where you decide what you will need to do in order to achieve your intentions. In this lesson I explain how to do this and share some examples.

Your Tactics
Your Strategic Plan is Complete: Now What?
1 Lecture 07:19

Once your Strategic Plan is complete you don't want to just file it away in a folder. It won't help you that way! It's time to start implementing those Strategies and Tactics. In this lesson I talk about implementing your plan. I prefer to think about it as Embarking On Your Journey because it is a journey. And it can be a fun and magical one that you will truly enjoy if you approach it the proper way. 

Embarking On Your Journey
Course Conclusion
1 Lecture 04:26

In this final lesson we do a brief recap and I share a few final words of inspiration to get you motivated to get out there and make your plan your reality!

A Few Final Thoughts
About the Instructor
Debbie LaChusa
4.5 Average rating
959 Reviews
12,318 Students
10 Courses
The Business Stylist® Marketing Academy

Debbie LaChusa is the founder, and chief instructor, at The Business Stylist® Marketing Academy, where she teaches independent coaches, consultants, and other service professionals how to Package, Brand, Market, and Sell their services in a way that authentically and uniquely represents who they are and what they do for their clients. To date, more than 12,000 students have enrolled in her courses.

With over 30 years of marketing experience and 19 years in business on her own—including building three 6-figure businesses—Debbie has plenty of real world, in the trenches, practical experience. And that's what she teaches in her online courses.

Debbie's own marketing efforts have landed her speaking gigs across the US, in Canada and Australia. She's even shared the stage with celebrity teachers from The Secret. She's also garnered media coverage for herself and her businesses in national online and offline media including Entrepreneur magazine, Forbes, CNBC, Inc, Home Business Magazine, and Yahoo! Finance.

After dedicating 32 years of her life to marketing, Debbie now spends her time blogging, doing volunteer pet therapy, and encouraging others to follow a more inspired path through life. Her blog, Following Inspiration, features inspiring ahas Debbie gleans from daily life, and interviews with people around the world who are building inspired businesses and living inspired lives.