What is strategic planning?
A step-by-step thinking process — a system designed to increase focus and motivation by minimizing the size of the task and eliminating distractions.
The Three Commitments
Plan with purpose
Tap each commitment to open what it asks of you — and why it matters.
Select a commitment above to open it.
Why it matters
The Worksheet
The SSO Planning Matrix
Build your objective out across four columns — tactic, timing, budget, and the result you expect.
| Tactic | Timing | Budget | Desired Results |
|---|---|---|---|
| 1st thing that must get done to move you closer to your goal | Daily / Weekly / On-going | To support the action— cost of each one | Financial ROI of each one+ non-financial ROI |
| 2nd thing that must get done | Daily / Weekly / On-going | To support the tactic— cost of each one | Financial ROI of each one+ non-financial ROI |
| 3rd thing that must get done | Daily / Weekly / On-going | To invest in the action / tactic— cost of each one | What you'd like to get from it |
| Your focus area | On-going | — | $XM in sales · widgets sold+ windfall of others (your non-focus) |
| Totals | Total estimated cost = $XX,XXX | Total projected return = $X,000,000 |
The 5 Questions, 3 Conversations & 2 Measurements
Awareness
Three questions that turn a goal into a plan — tap any tier to open it.
5Questions
Build Awareness
What must be true?
WhatWhyWhoHowNow
Tap to open ↓
3Conversations
Create Alignment
What can we do?
IdentifyUncoverAlign
Tap to open ↓
2Measurements
Evaluate Improvement
What must we always evaluate?
Why we'll winWhy we'll lose
Tap to open ↓
Select a tier above to open it.
Document · Track · Reflect
Document your records, track your ROI, and then ask yourself…
"Were we better for me going there? Did we get more out of it than if I didn't go?"
A plan is just focus made visible — knowing what to do, how to do it, and why it matters.
Minimize the task · eliminate the distractions · move with purpose