Plan your first quarterly or annual offsite. Set the dates for your next strategic planning session, and start preparing surveys of employees and customers. Also have middle management complete a SWOT and have the top leadership team complete the SWT. Once at the offsite, start filling in the boxes of the various one-page Growth Tools. Focus initially on the basic decisions represented on the Vision Summary worksheet (Core Values, Purpose, Brand Promises, BHAG®, and Priorities), and choose a couple of habits from the Rockefeller Habits Checklist™ to implement next.
