This 20-page questionnaire is used to provide an assessment of where your business is today and where your head is as the business owner.

We then take you through a process to help articulate a vision for your business. This is not some academic exercise. It’s geared to getting your vision expressed using a handful of key measurable items so you can touch it and feel it. You’ll be able to see your business as it exists 10 years from now and it’s almost magical how this formalized vision will pull you along!

Now that we know where you are today and where you want to go (i.e. Vision), we focus on how we’re going to get you there. We’ll drop down three ladders from your vision…three ladders because they tie in with the 3 circles…which tell us how you’re going to get from today to make your vision a reality. It’s not uncommon to have 30-50 items on this list, made up of short, intermediate, and long-term tasks. You now have the essence of any good business plan: Where am I going (i.e. the Vision) and how am I going to get there (i.e. the Key Initiatives). The best part of the process is that you haven’t spent hundreds of hours, and months or even years getting to the answer.

Now that we know what needs to be done, we take you through an Extended DISC behavior assessment to provide you with some insight into your natural behavior style. This easy to use tool takes only 10 minutes to complete online and is very powerful in helping you not only understand yourself better, but your employees, customers and potential customers. Awareness of your natural strengths and weaknesses will help as you and your team complete each of your Key Initiatives.