The “How” Exercise

Purpose: The purpose of this exercise is to answer the question “How will we work together?”

Overview: True professionals have codified and sequential systems and processes they use as their guide to produce high levels of replicable results that follow four general phases:

4 General Phases (PEOM)

1. Planning: assessment, planning, designing, preparing…
2. Execution: taking action, implementing, performing, executing…
3. Optimization: refining, improving, adding, optimizing…
4. Maximization: driving, growing, scaling, expanding, maximizing…

Instructions: In this exercise, rename each phase as it relates to your client journey and then list all of the things you do for your prospective clients in each general phase.  As a note, this exercise is intended for idea generation only and encourages you to simply put any idea from your mind onto the list and requires no particular order.

Please complete the exercise below:

Phase 1: Planning

1. Assessment
2. Plan
3. Resources & Tools
4. Training, Testing, & Preparation

Phase 2: Executing

1. Implementation
2. 90-Day Results Assessment
3. 90-Day Accountability Assessment
4. Achieve Base Camp Goals/Objectives