1) Core Competency

What are you best at?

Solution

• How do you help people who are struggling? In other words, those who need your help right now.
• How do you help people who are stuck? In other words, those who need your help, not necessarily right now, but do need your assistance to expand or scale beyond their current level.

Measurables

• For those struggling, is it growth, profitability, scalability, or risk management that is the primary concern?
  • What is the KPI(s) that you will use to measure progress in this area?
• For those stuck, is it growth, profitability, scalability, or risk management that is the primary concern?
  • What is the KPI(s) that you will use to measure progress in this area?

2) Phase Names

• What do you call Phase 1 - Assessment & Planning?
• What do you call Phase 2 - Execution & Implementation?
• What do you call Phase 3 - Refinement & Optimization?
• What do you call Phase 4 - Expansion & Scale?

Phase Checkpoints

What are the 3 main things that you accomplish in each phase?

• Phase 1: Plan
  • Assessment
  • Plan
  • Resources, Tools, Training
• Phase 2: Implement
  • Delegation
  • Prioritized Implementation
  • Accountability/Metrics
• Phase 3: Refine
  • Analysis
  • Prioritized Refinement
  • Accountability/Metrics
• Phase 4: Scale
  • Plan
  • Prioritized Initiatives
  • Accountability/Metrics

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