We will get into the specifics in more detail in future episodes, but the goal of today is to set the stage for what makes a great forecast and focus on the primary parts.

Objective today: inspire imagination about what’s possible and give permission to define purpose.

• Three P’s (see visual)
  • Purpose
    • The “Why”
    • Custom definition of success
    • What will make this all worthwhile?
    • Why does it matter?
      • Others will quickly offer their definition of success
      • We might think it will bring us fulfillment as well, only to find out too late that it doesn’t
  • Plan
    • Projections and growth scenarios
    • How do my current decisions either positively or negatively affect the future?
    • Why does it matter?
      • Can have strong purpose or desire but grow discouraged if not seeing it leading toward meaning
  • Progress
    • Profitability levers that can improve margins
    • What can I improve to accelerate results?
    • Why does it matter?
      • Course correction sooner than later
      • Proactive rather than reactive

What is it that you truly want and hope for from your business?

• • Symptoms:
    • Unsure which path to take in fork in the road
    • Feel stuck
    • Don’t know where to turn
  • Action: Challenge you to take time to reflect on your desires

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