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Pulse Survey

Strategic Planning

Strategic Planning

This is a high-level summary of our key findings from the 2013 Small Business Pulse Survey. This survey concentrated on Strategic Planning of Business Owners. 

  • Small business owners consider "action plan and tactics" to be the most important area of their business.
  • The majority of TAB members surveyed indicate they review and adjust their strategic plan quarterly. Compared to the majority of no-TAB embers who adjust annually.
  • Only 4 out of 10 business owners rate their written strategic plan as "good". 
  • The primary reason business owners cited for having no written strategic plan for their business was "not enough time, too busy". 

 

Future Outlook

  • Business owners who describe their strategic plan as "excellent" or "good" are much more likely to project a sharp increase in profits and sales revenue next year. 
  • Of all areas expected to benefit from a strategic plan, Sales Revenue is where most business owners expect to benefit once the plan is implemented.
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Purpose Beyond Profitability – Delivering Our Possibility Through Service And Corporate Engagement

Dan Morris with High Point Financial Group leads through ‘giving first’. Join us to learn about Community, the C in CALIBER, and engaging your business into the community to leverage the assets around you. Dan will also discuss mindset in the workplace supporting the culture around ‘giving first’.

Key takeaways:

  • Defining Community – the ‘C’ in TAB CALIBER
  • Giving first through leadership in the community
  • Building corporate culture around giving
Register Here