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Retreat and Advance 2

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The first time you hold an advance, you can spend all the time on developing a mission and vision.

Once your vision and the process becomes established, you will spend more of your time on how to achieve specific goals.

Prioritize and Organize
With a solid mission in place, an executive team can select the action steps that are most important to the accomplishment of the firm’s vision.

Otherwise, everyone seems to let the latest “rush job” divert attention from the important actions.

Here’s an example: A business had gotten behind on deliveries. Some customers were complaining and the employees were ducking calls because of the many complaints.

One problem was leading to another. Once the timeliness problem was addressed at the advance, the executive team identified the bottlenecks and prioritized the steps to solving the problem. Within 30 days of the advance, systems for logging, preparing, reviewing, and streamlining delivery were revamped. Within 60 days all deliveries were timely. Had the problem not been prioritized, serious customer losses could have occurred.

Energize
There is something intangible that occurs when a team is focused on a common vision and mission.

When the systems and strategies are in place to accomplish the vision, a powerful belief develops.

Focus and belief can energize your clients’ executive teams and your entire staff. The energy that surrounds an on-purpose staff will spark enormous results.

One of our clients has held strategic marketing advances for the past five years. Their 30% compound growth is a direct result of an executive team being on-purpose, being committed to the same goals, agreeing on systems and strategies, and holding each other accountable for results.

Wrapping up
The process of firm planning sometimes doesn’t look as practical as responding to immediate needs.

Nevertheless, when you run a good advance, it helps you clients avoid “fighting fires” and becomes very practical.

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