Planner Outline
Introduction – Getting Started
Learn how to get the most from the planner, gather the information you'll need, and prepare for a productive planning session.
1. Vision & Values
Clarify where you want your practice to go, define your long-term vision, and identify the values that will guide every decision you make.
2. Performance Snapshot
Review your practice's current performance, identify what's working well, uncover areas for improvement, and establish a clear starting point.
3. SWOT Analysis
Evaluate your practice's strengths, weaknesses, opportunities, and threats to uncover your biggest opportunities for growth.
4. Target Setting
Set meaningful 12-month goals that are realistic, measurable, and aligned with your practice vision.
5. Key Projects & Priorities
Identify the projects and initiatives that will have the greatest impact on your practice over the coming year.
6. Your 12-Month Roadmap
Turn your goals into a practical month-by-month action plan with realistic timelines and milestones.
7. Team Involvement Plan
Engage your team by defining responsibilities, communicating priorities, and creating accountability for success.
8. Action Plan & Accountability
Bring everything together into a clear implementation plan so you can stay focused, measure progress, and keep your growth plan on track.
Bonus Resources
Includes action lists, reflection pages, and practical planning tools to help you stay organised and maintain momentum throughout the year.
Approximate Study Time: 4-5 hours
This includes reading the workbook, reflecting on each section, analysing your practice, and completing your 12-month growth plan. You can complete it in one planning day or work through it over several shorter sessions.
Course Delivery: PDF Workbook
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