The Blueprint for IT Services Business Success: Quick Guide to a Comprehensive 12-month Plan

In this episode of IT Mastermind Talks, host Ian Markram shares crucial insights on why some businesses succeed while others fail. Drawing from his extensive experience coaching over 130 clients, Ian breaks down a comprehensive 12-month planning process specifically tailored for IT services firms. He outlines a proven 9-step process for assessing your business, developing a clear vision and 1-3 year goals, and using strategy software to formalize and track your plan. Ian also emphasizes the value of regular team alignment through weekly meetings and quarterly reviews to ensure your business stays on track for sustainable growth. 

In this episode, you will learn: 

• The importance of having a well-defined business plan 
• Steps to onboard and align your team towards a common goal 
• How to create and maintain a vision and strategy for 1, 2, and 3 years 
• The role of profitability and financial metrics in sustainability 
• The significance of regular reviews and alignment meetings 

Timestamps: 

• [00:00] – Intro 
• [01:00] – Planning and onboarding your team 
• [02:45] – Identifying business levers 
• [04:00] – Setting financial goals for the first three years 
• [05:20] – Role of strategy software 
• [06:30] – Road map checklist 
• [07:10] – Creating a company calendar 
• [08:35] – Effective meeting practices 
• [09:30] – Sustainable growth targets 
• [11:15] – Monthly check-ins and team health surveys 
• [12:05] – Strategy adjustments and retrospectives 
• [12:45] – Quarterly business reviews 
• [13:40] – Annual planning sessions 
• [15:50] – Final thoughts and wrap-up 

Resources:  IT Mastermind Talks - Services

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