The Check–in Strategy Journal: Your Daily Tracker for Business and Personal Development

"If you truly want to make a significant change in your business and personal life, then you need this book."
SIMON HAZELDINE, bestselling author of Neuro–Sell: How Neuroscience Can Power Your Sales Success

THE PLANNER THAT WORKS: DEVELOP YOUR BUSINESS AND PERSONAL GOALS THEN ACHIEVE THEM.

The Check–in Strategy Journal will help you take control and ownership of your business and personal life performance. It is your guide, a compass to manage your time and activities. The busier you are, the more you need a tool to keep you in–check and on–track.

Unlike other journals, all the tools, techniques and exercises have been proven to help grow business significantly. The authors introduce tools they use in their own businesses and with clients from Fortune 500 blue chips (Barclays, Virgin, Google Partners, Vistage, Academy of Chief Executives, Warwick and Cranfield Business Schools) to high–growth, independently–owned organisations to not–for–profit organisations.

In Part One you will be guided though a series of strategic exercises to create goals and targets for the coming year. Part Two helps you to achieve these through daily, weekly, monthly and quarterly monitoring and accountability.

Define your vision, your way. Plan your business and personal goals. Now work through the plan. The Check–in Strategy Journal will help you create clarity and focus for all aspects of your business and personal life.

Acknowledgements viii

Introduction  1

Part 1: Planning  9

Mindset: The one thing that determines everything else 13

Wheel of Life exercise: The big picture for business and personal growth 14

Business Planning 16

A sense of logic: Working through the plan in a specific order 16

Working from the big picture down 16

A big BUT 16

Time for some definitions 16

Strategy: The first building block of the plan 17

The Business Audit: Evaluating current performance 18

FiMO–PC exercise: Measuring performance to date 20

The Three–by–Three Strategy Matrix exercise: Three–year goals 22

The Cascade exercise: Mapping the journey from vision to KPIs 24

The Wallpaper exercise: Mapping out the journey ahead 30

The Annual Business Plan 34

Personal Planning 36

Probably Your Best Year Yet exercise: Identifying your roles and goals 37

The Annual Personal Plan 41

Part 2: The Journal  43

Using the Journal section 44

Quarter 1 45

Quarter 2 105

Quarter 3 165

Quarter 4 225

Annual Review 284

Part 3: Additional Material and Resources  289

Finance machine 291

Marketing machine 292

Operations machine 293

People and Culture machine 294

A dashboard for the journey 295

Glossary 296

Bibliography and Further Reading 298

Is This the End? 299

About the companion website 299

About the Authors 300

The Directors Centre 302