A Thorough Assessment of the Current Situation (what's happening now and why?)
Describe in detail what's happening now and why is it happening? Describe the issues you're dealing with now, and determine what you want to change. If it's a personal goal, you'll need to write down everything you're dealing with right now, the good and the bad. If it's a business goal you'll need to quantify what's happening, what the people impact will be, the profit impact, the sustainability of any action you take, key leverage points, and any competitive advantage you might gain.
The Objective (what should be happening and what are the outcomes)
Review your notes from above and make every effort to determine what should be happening. Write down everything that comes to mind and make it specific, understandable, measurable, and achievable. This should be like setting the table for dinner. Make everything fit the circumstance you're in, and spell it out clearly. This is the primary step required to determine your initial goal.
The Strategic Formation (spelling out in generalities what steps you'll have to take to achieve your goal)
How are you going to achieve that goal? That's what you're going to describe in writing, step by step. You must write down in general statements, all the strategies you think necessary to achieve your goal. Remember that this is the "how-to" part. Strategies should state every step you're going to take.
The Plan (here's where you write down the specific details to achieve each strategy)
You now have to list every minute detail that you believe must be accomplished, in order to complete each strategy. Pay careful attention to this fact; you might need to complete two to five detailed statements to satisfy each of your strategies. Whatever the amount, just do it to ensure success.
Execution (now your mission is to start working on the detailed plan you've compiled.)
You're going to accomplish your goal by working the plan backwards. In other words, start working on the last part first, meaning the detailed statements you just wrote down. If you have five or six written strategies, you might have fifteen or more detailed statements to complete, to achieve each strategy.
Tracking (As you complete each detail, cross them off one at a time)
As you complete each detail statement, you can then cross it off. Then go to the next one, until you complete every detail associated with one single strategy. Then cross off that strategy as completed. Accomplish every strategy the same way until the goal is achieved.
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