A strategic plan defines who you are as a business and lists concrete actions to achieve your goals, so creating one takes time and thought. Let’s discuss the W’s of strategic planning:

Who should be involved?

Clearly the owner should be involved. And depending on the type of plan you’re creating, you might also want to include division leaders, administration, sales staff, operations management and a facilitator.

What should be discussed or decided?

The strategic plan meeting should identify or review the company vision, mission and core values, a SWOT (Strengths, Weaknesses, Opportunities, Threats) analysis, company goals and objectives as well as an action plan.

When should you prepare a strategic plan?

A strategic plan should be created annually, reviewed quarterly and discussed weekly.

Where should the meeting take place?

It has been our experience that the most productive meetings take place outside of the office. We recommend booking an offsite location...

We’re tired.

The roller coaster ride of the last few years has taken its toll on business owners. We’ve faced more hurdles, challenges and pivots in the last year than I can recall in my 30+ years of landscaping. And the result is owners who are tired, stressed, anxious, unhealthy, and exhausted. Over the next month, we’re going to address the topic of owner health. If you as the owner aren’t healthy, it’s far more difficult for the business to be healthy. We’ll be talking about physical health, mental health and emotional health, as well as decision fatigue. So as we finish off 2023 and look ahead to 2024, let’s make this the year we determine to get healthy and stay healthy!

Let’s start with physical health. When it comes to making positive changes in our lives, our physical health can often be the easiest area to address and in which to make changes. The benefits of getting and staying physically healthy are not new to any of us. We...

In speaking with clients, one issue that is never far from their minds is cash flow. We found the article below from FBC to be really helpful. The original article can be found here.

When small business owners find themselves facing unexpected shortfalls or can’t pay bills during slow months, it’s a sign that they’re not monitoring their cash flow.

For a business, running out of cash is like getting stuck in quicksand: you sink deeper and deeper into the red as you borrow from one area to pay another. As you do your best to stay afloat, your business obligations – from payroll to loan payments – become increasingly hard to meet.

The good news is that you never have to let it get that far.

According to Kevin Cochran, co-founder of the wealth building and financial literary training series Enriched Academy, prevention is the best medicine when it comes the financial health of your business.

By avoiding the following 5 cash-flow mistakes,...

"The most productive business leaders I coach recognize productivity is not about getting more things done; it's about getting the right things done. It's about starting each day with clarity and ending with a sense of satisfaction, accomplishment, and energy to spare. It's about achieving more by doing less, and this book shows you how." (Michael Hyatt, Free to Focus)

This book is a productivity game-changer. Michael Hyatt guides you through the process and provides tools to identify the work that is the most productive and most satisfying. The work that allows you to achieve more by doing less. He says that , "the important question is not, Can I do this job faster, easier, and cheaper? It's, Should I be doing this job at all?"

"If you want to master your schedule, increase your efficiency and output, and create more margin in your life for the things you care about, you've got to learn how to focus. I'm talking about the ability to zero in and do the deep work that creates a...

Want to start your season off right? Plan a spring kick-off meeting. A seasonal kick-off meeting is a way to get everyone on the same page, remind them of policies and procedures, review your company values and priorities, celebrate achievements and get excited for the year ahead. It's a great team-building opportunity that will bring everyone together and create a positive company culture. 

Below are some great ideas from an article for Lawn & Landscape by Steve Cesare (original article can be found here).

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A business owner from Massachusetts called me the other day to talk about the annual transition from the snow season to the landscape season, and what he should do to get all the employees on the same page to ensure prompt, aligned and optimal field execution. With 85-90 employees to consider, it is important for the business owner to design a well-crafted, organized “Landscape Kickoff Day” that is informative,...

“Crucial Conversations draws our attention to those defining moments that literally shape our lives, our relationships, and our world. . . . This book deserves to take its place as one of the key thought leadership contributions of our time.” (From the forward by Steven R. Covey)

Crucial conversations are those we have with important people in our lives, both personal and professional, where the outcome of the conversation will have a significant impact on our lives. This book teaches you how to manage and use these conversations to their full potential in order to build a better life.

No one likes difficult conversations. But they are necessary and they're important for the health of our business, our relationships and our mental wellbeing. Using the tools outlined in the book, you'll be equipped to handle these conversations with confidence, care, and clarity, making it safe to talk about almost anything and be persuasive, not abrasive.

Crucial conversations...

Want to eliminate a lot of stress? Invoice and review A/R & A/P reports on a weekly basis with your team. Too often I speak with owners who have completed a lot of work but haven’t invoiced or collected on those projects and find themselves in a cash flow crunch.

If you review the following items weekly you will always have a clear understanding of where you sit financially. Waiting too long to invoice, or to follow-up on outstanding invoices can often result in the final payment never being collected, since many owners feel awkward trying to collect on a job that’s been completed for a long time. 

Weekly Accounts Payable/ Receivable Checklist:

• Create invoices for work completed in the last 7 days
• Create files for work to completed next week 
• Track incoming receipts per job 
• Follow up on outstanding invoices from the last couple of weeks
• Review incoming payables
• What needs to be paid this week
• What gets paid at the end of the month

Do you avoid...

In my conversations with business owners, there are issues and problems that seem to arise over and over again. They’re the same problems most owners deal with, the same ones I deal with. We found this article by Roberta Matuson to be very practical and helpful - 7 common mistakes business owners make and how to avoid them. I’m all about avoidance when it comes to mistakes! Take a look and let us know what you think. Do you have any other tips to add to the list?

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I've been in business for over 20 years and have seen my share of mistakes made by business owners — many that certainly could have been avoided. Here’s my list of common mistakes business owners make, along with advice on how to avoid following suit.

1. Failure to hire for fit.
Think about a job that you worked in that didn’t work out. Was it because you didn’t have the skills to do the job, or was it because your values did not align with the...

Atomic Habits has been recommended to me a number of times so it got moved up to the top of my reading list and it did not disappoint!

In some ways, it’s just really practical. Habits take time. The more often you do something, the more it becomes a habit - whether good or bad.

What makes this book stand out in my opinion is how James Clear says we are to achieve the habits we want. It’s not about motivation, it’s about systems. Small actions over time equal big results.

My 3 biggest takeaways are:

• It’s practical. The framework for creating good habits professionally and personally is easy to understand.
• In order to lead your team well, you need to have good habits. An owner cannot expect his/ her team to have good habits if they don’t model that behaviour themselves.
• It’s self explanatory. Following the methods of the book will allow you more bandwidth for greater productivity in your life and business. 

Right now is the perfect time of...