Tag Archive for: #businesssupport

I’ll Show you mine, if you show me yours!


Are you ready and willing to show me yours? – Your Business Plan, that is.

Sharing your written plans with others outside your business is one of the best ways to bring clarity and insights to this document, yet many business leaders are often reluctant to do this.

The key is finding the right audience, someone you trust and is willing to challenge your thinking and provide fresh perspectives. Ideally, you also want someone who has a broad business experience, and not necessarily in your industry.


Some possible examples:

  • Business leaders you may know in other industries who are not connected with your business in any way. Offer to review their plan and exchange ideas – “I’ll show you mine if you show me yours.” This could be done one-to-one or with a small group, spaced over time. (If you are involved in a CEO peer group such as The Executive Committee, you have access to this type of opportunity on a regular basis.)


  • Senior business bankers


  • Senior business accountants


  • Other professional advisors, such as M&A firms, business coaches or consultants


  • An advisory board (distinct from a formal board)


  • A mentor or coach


You are looking for a coach’s perspective: Does this plan make sense to you? What parts need clarification? What’s missing? Where are my challenges, opportunities, blind spots?

This may be too large a task to complete is a single meeting and may be better tackled one section at a time.

Presenting your plan to others will require you to be more succinct in documenting the plan and will lead to much greater clarity. And, clarity creates confidence.

Don’t be shy, ask for help. I think you will find most people you ask will feel flattered that you reached out to them.

If you need help in structuring your working plan, please visit our web site, plangenie.com




C19 is “disruptive Innovation” on steroids. Every business has been disrupted, even those that are seeing revenue growth through this period. C19 has been the disrupter, and the best leaders will, and already are, looking at their business critically, using this situation to find new, innovative opportunities, both externally (customers, supply chain), and inside their companies (deployment of people, operating systems).

The challenge for many SME leaders is transferring their new ideas and evolving vision into a working plan.

A number of practical questions arise:

  • Where do I start?
  • How do I get past the initial resistance from some members of my team?
  • How do I translate my future vision into measurable goals?
  • What are the most important pieces to include in a high level summary of our future vision?
  • How do I incorporate my values and cultural changes in the plan?
  • How do I integrate new ideas with our current methods of doing business?
  • How far into the future should we plan?
  • How often should I review and update my plan?
  • How do I maintain momentum when I need to make major changes (pivot) in the future?
  • How do I engage my team in creating departmental plans?
  • Who do I share my plan with and how do I do this?

The devil is in the details.

When you are ready to put some of your new ideas into play, a good starting point is drafting or refreshing your Business Plan Summary. A template with detailed instructions is available at plangenie.com.

This content rich web site will also help you find answers to the other questions listed above.

The act of writing a business plan is a powerful catalyst to self discovery and clarity.