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January 6, 2023 12 mins

We will get into the specifics in more detail in future episodes, but the goal of today is to set the stage for what makes a great forecast and focus on the primary parts.

Objective today: inspire imagination about what’s possible and give permission to define purpose.

  • Three P’s (see visual) 
    • Purpose
      • The “Why”  
      • Custom definition of success
      • What will make this all worthwhile?
      • Why does it matter? 
        • Others will quickly offer their definition of success
        • We might think it will bring us fulfillment as well, only to find out too late that it doesn’t
    • Plan
      • Projections and growth scenarios
      • How do my current decisions either positively or negatively affect the future?
      • Why does it matter? 
        • Can have strong purpose or desire but grow discouraged if not seeing it leading toward meaning
    • Progress
      • Profitability levers that can improve margins
      • What can I improve to accelerate results?
      • Why does it matter? 
        • Course correction sooner than later
        • Proactive rather than reactive


What is it that you truly want and hope for from your business?

    • Symptoms: 
      • Unsure which path to take in fork in the road
      • Feel stuck
      • Don’t know where to turn
    • Action: Challenge you to take time to reflect on your desires




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