The Problem With Strategic Planning (and what to do instead!)

Business Habitat with Sam Dean

IDA Episode 51 is another milestone for this podcast, being the 1 year anniversary of the beginning of the podcast! In this episode, Sam shares why planning is so critical for getting off the hamster wheel we're all on, as well as the mistakes our industry makes with how we traditionally do planning. Sam covers the reason it's a mistake to wait until January to do planning, and the difference between the investigate skill and the strategic planning skill. Plus, she shares a real life example of how the Investigate framework was applied in starting this very podcast. Sam also explores why our industry has a problem with strategic planning and the power of getting buy in with clients when going through the Investigate framework. She also shares a practical example of how to use this with your clients and the questions to ask yourself and your clients during this process. Finally, Sam shares how a BlueprintHQ client got great results using this framework to get to their goals, and the importance of doing this Investigate process as early as you can. Here at BlueprintHQ, we are here to help. We are super passionate about the accounting industry and supporting you with what you need. Connect with me [e-mail] We are offering a short, sharp Investigate session to help you with this process before the new year. We are offering 20 minute reach out calls to help support you during this time. Go to blueprinthq.com.au This episode is brought to you by Blueprint Renovate Program, the program designed to create space in your firm to cultivate mindset change through what you do everyday. Visit blueprinthq.com.au/contact to start the conversation.