Planning to Excel
Strategic Planning That Works

“Planning to Excel: Strategic Planning That Works” is a concise manual to guide leaders in developing a basic strategic plan that will be the roadmap for the organization’s success. Both a handbook and workbook, it presents the leader with a model that has been tested in many organizations over 20 years. Focused questions and insightful worksheets provide everything the organization’s leadership team needs to develop the components of a great strategic plan.

Detailing the difference between a Vision Statement and a Mission Statement, the book walks the leader through a simple process for creating them both, then continues with an efficient way to define values and goals. A section is dedicated to evaluating the organization’s culture and the effect that culture will have on the strategic planning process. Additionally, the book provides insight on how to set up a winning leadership team and how to get the most out of that team, even demonstrating that conflict is good in planning if the leader handles it correctly. Of course a strategic plan is useless if the organization doesn’t act on it, so “Planning to Excel” provides suggestions to communicate, implement and follow-up on the completed plan.

Follow the guidelines in this book and watch your organization excel!

Balancing the Generations: A Leader's Guide to the Complex, Multi-Generational, 21st Century Workplace



This book will make you a more effective leader. If you were born between 1900 and 2000 and are in the 21st Century workplace, you need to read this book!

Get "Balancing the Generations" here


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PLANNING TO EXCEL: STRATEGIC PLANNING THAT WORKS



Strategic Planning is essential to success, but it doesn't have to be difficult. Bob's model is uncomplicated, yet powerful.

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I have personally attended professional management training at Stanford University, Thunderbird International School of Management, Kellogg School of Business at Northwestern University, and INSEAD in Fontainebleu, France among others and I can say that the quality and level of information of Bob's presentation is on a par with instructors at these institutions.

Ted Trujillo - Director, Sandoval County SBDC

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