The model helps clarify your business direction, streamline operations, and enhance team performance, ultimately leading to increased profitability and growth.

The Strategic Mapping Model™ is customized to your unique vision and business needs, so the specific strategy and final plan will look different for every business.

If your business operations already run like a well-oiled machine, there are no current issues to solve, and you have a dream team, the Strategic Mapping Model™ can help you plan out your vision for growth and scale in a strategic way, while helping to prevent risks and issues in the future.

In general, it can also help you if you’re experiencing any of the following in your business:

• Something feels out of alignment or disjointed in your business
• Something isn’t working
• Business information or operations aren’t well organized
• Current tech and systems aren’t supporting your business, or aren’t ideal for future growth
• Your team is not performing
• You and/or your team don’t know what to focus on next
• Customers aren’t well supported
• Your business isn’t profitable or you don’t know how profitable it is
• You’re confused about where to take your business and how to grow
• You can’t clearly articulate your mission, vision, and values, and integrate them throughout every area of your business
• You do HAVE a clear vision and/or KNOW how you want to grow your business, but don’t know how to achieve it or implement it
• You procrastinate, and projects frequently get put on the back burner and never get completed
• You have too many ideas and get overwhelmed by where to start
• You don’t have enough time (time freedom, time with family or for yourself, you wear too many hats in the business)
• You want to minimize risks (legal, financial), make informed decisions about costs, and maximize financial opportunities
• You want to scale your business
• You want strategy + clarity + direction + a plan of action
• You want to ensure you have a solid foundation for stabilized, future growth and/or building a team

These are 1:1 sessions with me, completely focused on your business, your struggles, your opportunities, your operations and team, your vision, your goals, your projects, and your success!

The first 2 sessions, I mostly ask, listen, and gather as much information from you as possible, based on your Mission, Vision, Values, and the 7 Strategic Objectives of your business.

The third session we’ll be reviewing, revising, and purposefully prioritizing based on the Strategic Objective ranking that you’ve chosen, what projects create revenue, what projects will move your business forward, and what you’ve been procrastinating on. Then we will reassess the number of projects per quarter – is it doable for you and/or your team? Is there capacity to start all of the projects on the list, or does something need to be moved?

On the last call, I will present the final deliverable. By now I have all of the data entered and organized, and projects moved into relevant quarters. We review the plan in detail, so you know what and where everything is, we review instructions on how to use the plan, how to update and edit it, where the resources are that I’ve added, as well as my recommendations for next steps, etc.

I’ll work with you to find times that work for both of us. I do recommend 24-48 hours between each session.

There are generally 3-4 sessions. I allow for up to 2 hours per session. It’s somewhat flexible because it depends on the size and stage of your business, if you have a team, how much activity you have going on in your business, how organized you are, how much time you need to spend thinking about the questions I ask, how many ideas and goals you have, etc. All of that depends on how quickly we move through the process.

If you find you get brain fatigue and overwhelmed by the amount of information we’re covering, we may just call it a day and pick up where we left off in the next session. If we move through one session’s agenda quickly and you want to keep going, we may get a head start on the next.

The sessions are ideally spaced out with 24-48 hours in between because you may need time to review and revise something we’ve covered, you may need time to find some data about your business that we’ll need to address in the next session, and I’ll need time to organize information I’ve gathered from you during the calls and begin entering it into the map template.

We generally have 3-4 sessions, approximately 2 hours each session (so as not to overwhelm you), depending on how quickly we move through the process and the amount of info that needs to be documented. This is different for every business. There may be some guided homework before or between the sessions for you to collect information and ideas that will help me to be more efficient during our time together and to put as much detail as possible into your strategic plan.

Each business requires its own Strategic Mapping™ due to the unique complexities and goals for each business, and the time required to uncover the strategic objectives. Attempting to cover multiple businesses simultaneously will lead to confusion and inefficiency for all involved. Doing so would be a disservice to you and your businesses.

If you prefer to use another project management platform and have the Strategic Mapping™ set up in there, we can often import the Trello board to your platform via a migrator tool, if your platform allows importing. (It just won’t look as fancy without the images and it may or may not have the color coding, but all of the important information will be there and it will be functional!).

Alternatively, if your platform doesn’t allow importing, you or your project manager can copy and paste from the Trello board I will share with you. We can also assist for an additional fee.

It is common for business owners to use Trello strictly for the Strategic Mapping™ and use another platform with their team for day-t0-day project management.

I recommend a full Strategic Mapping™ annually to adapt to changes and ensure alignment. A lot can change for your business in a year.

Quarterly check-ins help maintain progress and adjust priorities as needed. These taek much less time to do and can usually be completed in one session.

After completing the Strategic Mapping™ and we have the full picture of your business, we can discuss ongoing support. If it aligns with your needs and my expertise, I’ll propose a plan for next steps or continued collaboration.