The Plan-As-You-Go Business Plan

In my current role as a Duct Tape Marketing coach and in my former role as a CPA, I see business owners who struggle because they don't have a plan. I also see folks who create a plan because they "have to", but then they never use it - it goes on a shelf and collects dust. I've always maintained that the value from having a written plan comes from 1) going through the process and 2) using it on a regular basis to evaluate how your business is going and making adjustments as needed.

In The Plan-as-You-Go Business Plan, Tim Berry makes these points much more eloquently than I ever could. Tim argues that the planning process (along with regular reviews) is so important that business owners just need to get started somewhere, anywhere, and continue to build your plan as your needs change. This is 180 degrees different from the classical "big bang" approach to business planning where we work for months at a time developing a huge document before we ever get started working on the business.

The author has organized the book to support his "plan as you go" approach. It is designed so you can jump around and use the section of the book that you need at any given time. The first section of the book "Attitude Adjustment" contains the background information you need to know and learn to adjust to this idea of business planning as a process in your business rather than an event or milestone to be forgotten once completed.

In "The Heart of the Plan", you work on your business identity, target market, your offering(s) and your strategic focus. When I post on my blog about having a marketing plan, this is the stuff I'm talking about.

"Flesh and Bones" is the section that talks about creating action plans, budgets, milestones, and metrics.Read more ›

The biggest obstacle most of us face in become successful is in closing the gap between "knowing" and "doing." When it comes to starting and/or running a successful business most entrepreneurs know they should have a business plan, but statistics show very few take the time to actually write one. And truth be told, unless you are making a formal presentation of your business plan you probably don't need a complete business plan. However, you do need to plan, keep planning, evaluate, and adjust as your business grows.

That is what makes Tim Berry's The Plan As You Go Business Plan a solid read for an entrepreneur. By breaking the creation of a business plan down into 1) Heart - a business's core strategy, 2) Flesh & Bones - action plans and basic financial numbers, and 3) Dressing and Growing - bring the plan up to a full document suitable to present to potential investors, the reader is able to use the sections of the book that are most relevant to the business's current situation. As your business continues to grow, The Plan As You Go Business Plan will serve as a fantastic reference manual to make sure you are thinking about those aspects of the business necessary for growth.

Tim Berry's encouraging and uplifting writing style will give you the motivation to start, but more importantly, he will provide the insight and direction to make sure something gets done. By breaking down business speak and MBA gobbledygook and explaining important business concepts into easy to understand terminology, Mr. Berry simplifies what can be for some an overwhelming process and demystifies the business planning process for all.

I've read (or at least flipped through) a number of business planning books and what I like best about Tim Berry's book (the best I've read so far) is that it turns business planning from a pain in the neck "do I have to do this" event into a "wow - I know I can do this and I want to do this and in fact I love to do this" process.

The hallmark of the book is that business plans are NOT a one time event nor do you have to do one, in some particular standard way. But it is a plan, a guide a road map. Tim takes your hand and not only guides you but gives you plenty of resources and practical advice (like the shortest lesson in Excel I've ever seen) to make your business plan a success.

If you have NEVER started a business The Plan As You Go Business Plan is a must read. If you are already in a business the book is a must read to keep you in business. And if by chance you have started a second successful business this book will probably ensure you do even better with your newest venture.

One thing...Tim makes finances not a drudgery but something you'll come to appreciate the importance of.

Ramon Ray, Editor & Technology Evangelist, Smallbiztechnology.com