The video is a promotional discussion by Strategic Business Analysts, LLC, aimed at C‑level executives, senior managers, and small‑business owners. It defines the target audience (C‑level titles, small‑business owners, and leaders of small divisions) and explains why new or transitioning leaders have an urgent need for a robust strategic planning process within the first 90 days. The speakers identify two core challenges that strategic planning can resolve: the revenue (or income) problem—inefficient relationships, resources, and rules that hinder achieving revenue or performance‑metric goals—and the reputation (or image) problem—poor performance that damages a leader’s perceived competence and, consequently, revenue. They introduce Dr. Murray’s proprietary 5‑phase strategic planning framework, which moves ideas (ideation) through measurable implementation to improve both revenue and reputation. The discussion emphasizes that the framework benefits any leader, manager, or owner, including nonprofit and church leaders, and concludes with a call‑to‑action to watch a free masterclass and engage the firm for full‑process coaching.
Chapters
So, if you are a C-level executive, a mid-to-senior-level manager, or a business owner of a small business, then you should listen to this conversation from the strategic planning advisors at Strategic Business Analysts, LLC.
What do we mean when we use the term C-level executive?
So of course, C-level executives include Chief Executive Officers, Chief Operating Officers, Chief Financial Officers, Chief Marketing Officers, or any vice president level, director level, or chief level leader in either a for-profit or a nonprofit organization.
You said that Strategic Business Analyst LLC works primarily with small businesses. How do you define a small business?
The answer varies by industry, but according to the Small Business Association, a small business is one that has fewer than 1,500 employees and a maximum of $38.5 million in average annual gross revenues. The Small Business Association says that there are 28 million small businesses making up 99.7% of all U.S. firms. Small business is big for the United States economy. So, we work with small business owners, but we also work with leaders and managers who may lead or manage a small division, department, or team in a large business. But because small businesses make up 99.7% of all businesses, most of our clients are in a small business, either as a C-level executive, a manager, or as an owner.
Is there a special type of leader or manager that you work with?
No, we work with any leader, manager, or small business owner. But we have found that new transitioning leaders and managers or business owners especially need the strategic planning services we provide. Leaders and managers who are transitioning to a new leadership or management position have a uniquely urgent need for a sound, well-researched strategic planning process.
Why is that?
Well, that's because when a leader or manager goes into a new leadership position, they bring new ideas for improving and positively impacting their new department, division, or team. But if they do not have a sound strategic planning process, one that takes them from great ideas, which is what we call ideation, to great efficient implementation, chances are they will not succeed in their new role. It is important that early on in their new role, we recommend within the first 90 days, it is critical that new leaders and managers get their strategic process in full swing. We have a well-tested and efficient 5-phase strategic planning system that allows new leaders to maximize their transition to their new roles. We have advised and coached thousands of new leaders and managers using these 5 phases of strategic planning process.
Does Strategic Business Analyst LLC only work with leaders and managers who are transitioning to a new position?
That is just one of the niches that we work with. We advise and coach leaders, managers, and small business owners whether they have been in their role for 1 day or whether they have been in their roles for 100 years.
What are some of the problems that leaders, managers, and small business owners face that could be significantly mitigated or totally eliminated with effective strategic planning?
So, we focus on 2 key problems that leaders, managers, and small business owners are either experiencing or want to proactively prevent from happening. These 2 problems all come down to revenue and reputation. We also refer to them as the income and image problems. The first problem is the revenue problem, or what we also refer to as the income problem. The revenue or income problem is where the relationships, resources, and rules that a leader, manager, or business owner leads and manages are not performing efficiently and cohesively enough to allow the leader, manager, or business owner to achieve their revenue goals and their growth goals. Recent research reported in the Harvard Business Review has shown that one of the primary reasons organizations do not achieve their target revenue goals is the lack of a strategic plan that effectively lays out a path to reach those revenue targets. In some cases, a C-level executive or manager may not always have a specific revenue target. Except for C-level executives or managers who are responsible for sales, marketing, or business development, most other C-levels and managers are not directly responsible for revenue growth.
How does the revenue problem affect these leaders or managers?
Revenue can also be measured in terms of impact. As a C-level executive or a manager, you may not have a specific revenue goal for your department or team. In that case, you must measure your effectiveness in terms of impact and productivity using other quantifiable performance metrics or KPIs. So if you do not have revenue goals, the revenue problem for you becomes a problem if the relationships, resources, and rules of your team or department are not performing efficiently and cohesively enough to allow you and your team or department to achieve your predetermined performance metrics or KPIs. The second problem is the reputation or the image problem. This is where the relationships, resources, and rules that they lead or manage are performing so poorly that the leader, manager, or small business owner earns a reputation of being an ineffective or incompetent leader, manager, or business owner. The reputation or image problem is where the underperformance of the team or the organization they lead or manage makes the leader, manager, or business owner look inefficient and incompetent. No leader, manager, or business owner wants to be seen as weak, inefficient, or incompetent because ultimately, this negatively impacts their revenue or income. But we all know that when it comes to the performance of a team or an organization, the buck stops with the leader, manager, or business owner.
So how does the 5-phase strategic planning framework developed by Dr. Murray and the strategic business analysts solve these two problems for leaders, managers, and small business owners?
Our 5-phase strategic planning framework will show the leader, manager, and small business owner how to systematically develop and implement a measurable process to achieve their revenue and growth goals. Also, this 5-phase strategic planning process will make the leader, manager, or business owner look good. They will earn the reputation of being a strong, competent, and impactful leader, manager, or small business owner. And as we said earlier, reputation drives revenues.
Are there any leaders, managers, or business owners that benefit the most from strategic planning. Who benefits the most from strategic planning?
Every leader, manager, or small business owner will become a more highly regarded leader, manager, or business owner and improve the achievability of their revenue and growth goals. This includes leaders, managers, or directors in nonprofit organizations. Even church leaders must become proficient with strategic planning if they want to execute ministry more effectively. And of course, for-profit leaders, managers, and small business owners must engage in a robust strategic planning process if they want to achieve their revenue and growth goals and gain the reputation of being a top-rated leader, manager, or business owner. So how can C-level executive leaders, managers, or small business owners engage Strategic Business Analysts, LLC to advise or coach them in their strategic planning Well, if you are a leader, manager, or small business owner, we make it easy for you to get started on our 5-phase strategic planning process. You can do 2 simple things. First, watching this video is the first step. See if you fit into our target client group: a UAC-level executive leader, a manager, or a small business owner. Then the next critical question is: are you experiencing, or have experienced, or wish to proactively prevent, the revenue problem the reputation problem. If you fit into our target client group, then click the link provided and attend the free masterclass. In this strategic planning masterclass, we give you a brief overview of the 5-phase strategic planning process. You will also get Dr. Murray's pre-recorded coaching session on the first phase of the 5-phase strategic planning process. In Phase 1, which is the ideation phase, we help you establish organizational or departmental values, vision, mission, and strategic goals that are be SMART and will help you be well on your way to achieving your revenue goals and earning or enhancing your reputation as a high-performing, competent leader, manager, or business owner. Then of course, we have an invitation for you to engage us even further to complete the entire 5-phase strategic planning process. So go ahead, click that link, and we will see you on the inside. If you are a leader, manager, or small business owner who is concerned about and committed to your revenues and your professional reputation, we look forward to working with you.
