Business Planning Prompts

Prompts for structured business planning at the annual and quarterly level. Covers strategic priority setting, full plan generation, scenario planning, 90-day execution, and board meeting preparation.

4 prompts · For: $500K–$50M owner-operated businesses · Best when: Setting annual priorities, planning a new quarter, or preparing for a board meeting

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4 prompts

Annual Strategic Priority SettingFREE

The priority test -- "if I do this and nothing else, does the business move forward?" -- is the most valuable filteri...

I am setting my business priorities for the coming year and want a structured framework to choose what to focus on. [Describe: your annual revenue and growth rate, the top 3 things that went well last year, the top 3 things that did not, your most significant opportunity for the year ahead, your most significant threat, and the constraints you are working within: capital, people, time.] Help me set 3-5 strategic priorities for the year: 1. Priority identification -- given what I described, what are the 5-7 candidate priorities? 2. Priority test -- for each candidate, ask: if I do this and nothing else, does the business move materially forward? If the answer is no, it is not a priority. 3. Conflict analysis -- do any priorities compete for the same resources? If so, which ones and how do I resolve the conflict? 4. Final 3-5 priorities -- stated as outcomes, not activities. Not "improve sales process" but "close 8 new enterprise accounts." 5. The one priority I am most likely to abandon when things get busy, and why that one probably matters most. Give me a one-page priority summary I can share with my management team.

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When to use: The priority test -- "if I do this and nothing else, does the business move forward?" -- is the most valuable filtering mechanism. Most owners set 8-12 priorities and accomplish 2-3. The final instruction about the priority most likely to be abandoned is a useful provocation: the activities that get deferred under pressure are often strategic ra...

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