Hi there! Are you here because you’re interested in how to create a plan?
I’m excited because you’ve come to the right place. I’ve spent decades creating and executing plans with teams and individuals, and teaching them how to create and execute plans. I’ve worked with some of the best businesses in the world and seen some fantastic successes and catastrophic failures.
If you want to create a plan, there are three steps.
How to Create a Plan: Step 1 – Define Your Objective
The first step to create a plan is to define your objective.
An objective is a relatively high-level perspective on something you want to accomplish.
There might be several objectives in a plan.
An objective gives you a directional perspective, the big idea of your plan.
What your teacher told you in grade school, while valuable, is only part of the story of creating a plan. SMART goals are great, but they’re not sufficient.
Unfortunately, it’s way too easy to create a SMART goal and then immediately get stuck, lost, or give up. SMART goals can sometimes seem impossible, or they can make it seem like there’s too big of a gap between where you are and where you need to go.
An objective is usually a very simple, straightforward, and even vague term. For example, a company might want to grow revenues or increase margins, while an individual might want to lose weight, have a great relationship, be satisfied at work, get a good job, or feel better.
How to Create a Plan: Step 2 – Define Key Results
In step two of how to create a plan, you will define more specific indicators of what your objective might look like. There are likely to be a few of these more specific indicators of the objectives.
In more modern planning parlance, these might be called “Key Results.” Another way to describe Key Results is as SMART goals.
What key results, if they were achieved, would be indicative of you achieving your objective?
Key Results give you different perspectives on how to think about your objective. They help you break it down and have a lot of different targets, so you can always be on your way to success along the way. Lots of key results help ensure you don’t get stuck on your first SMART goal (key result) and then wonder why there’s such a gap between what you want and the current reality.
Not seeing progress is the hardest thing as you begin to take action on a plan.
Having lots of possible key results and possible actions makes it easy to get in action and see quick progress toward your goal.
For Example
For example, if I was going to increase my revenues as a company, I might hire more sales reps. To do that:
- I might have a Key Result (SMART goal) to hire 10 sales reps by April 1st.
- Backing into that, I might realize I need to hire a sales manager by January 1st. After all, who will hire and manage the sales reps?
- By January 1st, I probably need to design an onboarding training for the new sales manager and sales reps.
These three examples are clearly defined enough that you can know for sure that you’re likely moving in the direction of increasing revenues.
There are certainly many more key results possible, depending on your personal or business objectives and the environment you’re in.
For personal examples, to lose weight, you might find yourself a nutritionist and get a gym membership by November 1st, etc.
Three kinds of Key Results
There are three kinds of Key Results. You’ll find more about each one in my Plan Creation Blueprint and my ebook.
Each type of Key Result contributes important dimensions to the overall plan.
The more specifically you define your Key Results and your ultimate Objective, the more progress you can make, and the more quickly you can make it.
Once you’ve identified some Key Results that are indicative of where you want to go, you’re ready for the next stage of the planning process.
How to Create a Plan: Step 3 – Identify Actions and Initiatives
The third thing to create a plan is, for each key result, to identify the actions that would be necessary to fulfill that key result. Sometimes simple actions won’t be enough. It may take entire initiatives, entire projects, to achieve one or more Key Results. The good news is initiatives can be broken down into single actions.
As your plan evolves, everything can be broken down into specific, easy-to-complete tasks. In fact, at their core, any plan can be broken down into two-minute tasks, and anyone can complete a two-minute task. It’s always possible to break a plan down to a point where starting and making progress is inevitable.
Two examples
Business example
For example, in an enterprise, you’ll need to request more headcount to hire sales reps. You’ll need to create an org chart. You’ll need to define a management plan, then you’ll need to fulfill several policy-based procedures.
If you just say, “I’m gonna hire sales reps on April 1st”, and decide you’re going to place an ad a few weeks before, and suddenly have people hired, that’s a failure scenario. In a big organization, it takes more than that. There’s a whole project required to get people fully hired and onboarded with equipment and a desk and all the resources they’ll need.
Personal example
Even in your personal life, saying “I’m gonna go to the gym every morning at 9am“, sounds good. But doing it, if you haven’t done it before, or haven’t done it much, becomes a real project.
- You’ve got to look for all the things that have to happen, often starting the night before, to prepare for leaving the house on time to get to the gym.
- You’ll need to think about pre-packing a bag for post-workout, placing out your gym clothes, having a workout plan, and having toiletries for post-gym and post-shower.
- Then you’ll have to have a plan for your route from the gym to your final destination.
- You’ll want to define a post-workout meail plan for how and when you’ll eat breakfast and how you’re going to keep that routine up, with enough gym clothes or plans to do laundry often enough to ensure you can meet your weekly gym routine.
It takes something to create and sustain a new routine if this is the first time you’ve created a new routine. It’s not just that you’ll say you’re going to do it; for example, buy that gym membership and it’s all done. That’s just the beginning.
In summary, the above are the three steps of how to create a plan. If you want to do it yourself, you have everything you need in the instructions above and in the linked blueprint and ebook above.
If you want help, that’s available below.
How to Create a Plan: Step 4 – In-Depth Strategy Session
Take your planning to the next level with a Strategy Session that focuses on your personal, professional, and financial goals.
In this 2-hour session, we’ll dive deep into these areas to ensure you’re on track to achieve everything you want.
Success Stories: Hear from Our Clients
“For me, when the right opportunity landed, I didn’t hesitate. I’d already done the deep work with Dylan to define what ‘ideal’ looked like—and that gave me the clarity and confidence to pounce when it showed up.”
Kevin F.
“Even last night, all you said was, ‘Spend 15 minutes and read that document.’ And honestly, I feel like I’m almost a different person than I was yesterday.”
Jim M.Product Strategist
“Definitely getting a lot out of the plan… I like it being structured. I like the fact that you’re pretty open with your feedback.”
Biren S.VP of Product & Engineering
How to create a plan: Step 5 – Keep the momentum going
You’ve made the plan, now it’s time to keep the momentum alive! Achieving your goal requires ongoing action, review, and adjustments along the way. Here’s how you stay on track:
- Regularly Review Your Strategy – Keep your strategy session insights fresh by revisiting them regularly. Adjust your actions to ensure you’re on track.
- Monitor Your Progress – Set up check-ins with yourself (or with a mentor) to ensure progress is being made. Don’t wait for big milestones; small wins matter!
- Stay Accountable – Share your plan with someone who can help you stay on track. Whether it’s a friend, a coach, or a colleague, external accountability can boost success.
Remember, creating a plan is just the first step. What truly matters is consistent, focused effort that keeps you moving toward your goals.
Ready to keep the momentum going?
Join me in an ongoing series of group and 1-on-1 accountability and support calls.
Let’s stay connected and make sure your strategy leads to the success you’re aiming for!
