Foundational Planner

You will learn how to establish your company's foundation that will serve as a guide to its operations and decision-making, and as an insight into its culture and overall business strategy.

Foundational planner is a living and breathing tool and document that you’re going to be able to reference throughout your quarterly meetings and your annual meetings.

This document will have what you stand for as a company in the present and in the future.

You’re going to be able to:

• define your mission and vision, your core values of what you stand for as a company
• form and introduce your 1-year target and your 3-year target

This is going to be your roadmap to your success throughout your practice, throughout your business. Your team and yourself will all be on the same page and aligned.

      Foundational Planner Example Walkthrough Video

       Foundational Planner Download (blank)

       Foundational Panner Download (pre-filled example)

       Additional Resources:

• Mission Statement
• Core Values 
• Establishing Your Vision