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CEPA > Section 13: Creating action plans > Flashcards

Section 13: Creating action plans Flashcards

1
Q

Create action plans

A 
The triggering event
Vision and purpose
Goals and objectives
Creating actions
Delivering actions
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2
Q

Integrating actions plans

A 
Vision - 3 to 10 years
Themes - 90 days to 1 year (GOALS and OBJECTIVES)
Projects - 90 days (ACTIONS)
Tasks - <90 days
Milestones - 30 days
Deliverable (OUTCOME)
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3
Q

Sort and Categorize

A

Value on Left - high top, low bottom

Time/Effort/Money on bottom - low left, high right

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4
Q

Prioritize

A 
De-risking
Strategy
Efficiency
Growth
Culture
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5
Q

Workshops

A

Start-Stop Workshop
Personal envisioning workshop
Business envisioning workshop
Six weeks to better business workshop series

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6
Q

Alignment (personal) Three Legs of the Stool

A

Run personal and financial the same way you run your business

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7
Q

For a happy life you need three things

A

Someone to love
Something to do
Something to look forward to

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CEPA (18 decks)

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