Susan Dunlop: Lead Believe Create
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Welcome to Coffee and Contemplation with Susan Dunlop, a podcast that delves into raw and honest conversations with a variety of fascinating guests. Join us as we explore the intriguing stories and life lessons of individuals who are passionate about making a difference in the world. Susan’s guests are leaders, believers, and creators, each deeply committed to their unique missions. We uncover the WHAT, HOW, and WHY behind their remarkable journeys. Tune in to Coffee and Contemplation with Susan Dunlop. Discover the stories that shape lives and transform perspectives.
To me, as a leader of a business that was an exciting time, because I knew that the work I’d put into our 2 days of strategically retreating/business review at the beginning of the financial year was going to be showing in the results by the end of the current month.
It also let me sit with the emotions that the team were experiencing. That might well differ being it a tough year; a busy year; a successful or not so successful year. Also, review the performance and behaviours towards our upcoming year going to be equally successful.
Also, if there were spot fires that needed putting out… that needed to happen as soon as possible so as not to start on the wrong foot in the upcoming financial year.
We mapped our business on a one-page-strategic-plan adapted from Verne Harnish’s “Mastering the Rockefeller Habits” model and the best I took from what I learnt at Business Mastery with Tony Robbins and the likes of Keith Cunningham, in Fiji.
To me, leadership and team work is better with transparency, so that meant no ‘secret squirrel’ discussions only at the highest level. I invited other key personnel for their inputs and therefore increased the accountability across the business.
A One-Page Strategic Plan wasn’t just something we created and stashed away inside technology. I printed it as big as the OfficeWorks colour printer allowed us to and hung it where we could all be reminded that’s what we all had committed to, as the year proceeded to roll forward.
What I’d then do with those inputs from each person’s report was scramble the responses, anonymously on a visual presentation. We could all reflect as one team on the results before we moved on towards creating new outcomes, doing a new SWOT, a new set of KPIs and targets.
Company and individual objectives were agreed as absolutely necessary to be achieved this coming year. That way, we were all aligned with the same mission and clarity of intention towards achieving the bigger 3 year plan objectives and targets.
When we got to the Review of the actual company performance vs what the projection had been – financially or otherwise, we’d take it a step further using the report content that was based on these 7 questions:
After the quiet contemplation of all that the team had contributed towards that review, we’d then shift position (physically we would as well) and take the key points, the gems, so to speak, and add them to a giant post-it note I called the “Ideas Bank”.
We would use all parts of the review towards defining what was really needing to be our focus for the coming financial year, as a whole, or by the quarters we broke it down to in our strategic review process.
After that was done, everyone usually felt much better for all kinds of reasons. We’d take a tea break and come back to review Trends, Internal and External Events that had been tracked for the previous quarter; in preparation for a SWOT thinking session.
It’s where a leader of a business and I get together. I do the set-up of the retreat, and the leader leads the review using the presentation templates, structure and a mix of work, rest and play.
The intention being to set the year up for success and get the best from themselves and their team, big or small.
Two days of strategically retreating that culminates in a beautiful, large, draft One-Page Strategic Plan. It’s then ready to be finalised with a tidy-up of objective wording, agreed KPIs etc, signed as agreed by all contributors, and printed to be hung on the wall back at the office.
Please contact me below or schedule a discovery call time directly via the ‘pink’ button. If I can be of assistance in your plan to strategically retreat in Noosa or some other beautiful place for you to reflect, review, retreat and decide your course of action for the coming year let’s chat!
You can read more via my LinkedIn profile about my prior experience in business, including recommendations.
I’ve drawn on years of personal and professional development and my experience and teachings taken from working with the best experts for growing my own business into my work as a business coach and mentor.
All of that I’ve brought together with my professional training as a coach, under the banner, Susan Dunlop Coaching.
Thank you,
Susan Dunlop