Where I Want To Be: A Planning Tool

Where I want to be: a planning tool

This tool helps you map out where you want to be in a year’s time, across three areas: the business, your team, and yourself. For each section, name up to four areas you want to develop, then work through the grid from your current baseline to where you want to be at the end of each quarter and the year as a whole.

My vision for the business

Where do you want the business itself to be in a year - in terms of quality, service, offer, market position, or operating model?

Consider areas you want to see develop, e.g. quality, service, market positioning, operating model

My vision for my team

Where do you want your team to be - in terms of focus, cohesion, capability, or how KPIs are met?

Consider areas you want to see develop, e.g. team focus, cohesion, capability, KPI ownership

My vision for myself

Where do you want to be - in terms of your own knowledge, skills, behaviours, or how you spend your time?

Consider areas you want to see develop, e.g. knowledge, skills, behaviours, use of time

Reflection

Once the grid is complete, sit with these five questions before you treat the plan as final.

Looking at the gap between your baseline and your year-end vision in each section, where is the gap realistic and where might it be wishful thinking - and what would have to change about how you spend your time for the realistic parts to actually happen?
Where do your visions for the business, your team, and yourself pull in the same direction, and where do they quietly compete? If growing the business this year means you working harder, does that contradict what you wrote for yourself?
Which of the four areas in each section did you find easiest to fill in, and which did you avoid or rush? The ones you rushed are often the ones that matter most and feel hardest to commit to.
If a trusted colleague or your coach read this plan without any other context, what would they conclude you are optimising for - and does that match what you actually want to be known for in twelve months?
What is the first thing on this plan that needs to happen, and have you actually scheduled time for it yet, or does it currently exist only as an intention?

Saving stores your entries in this browser only - nothing is sent anywhere. Use “Print / save as PDF” to keep or share a copy.

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Where I Want To Be: A Planning Tool

My vision for the business

My vision for my team

My vision for myself

Reflection

We help unlock potential in leadership, teams & communities

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