BXP - BUILD SCALE SUCCEED
Business consulting and growth strategy
Business Growth Plan
A simple business growth planning process to help you clarify direction and take your next strategic step.
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0 of 5 steps completedStep-by-Step Instructions
1 Step 1: Executive Summary
Step 1: Executive Summary
Write a brief snapshot of your business and goals. Include what you do, who you serve, and your primary objective for growth this year. Keep it concise - aim for 3-5 sentences that someone could read in under a minute to understand your business direction.
Discussion for this step
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Pro tip: Start by answering "What problem do we solve?" - everything else flows from there.
I recommend using the "We help [who] do [what] by [how]" formula. Makes it crystal clear.
Business Model Canvas
A strategic management template for developing new business models or documenting existing ones.
Notion Business Plan Template
Pre-built template to organize your executive summary and business planning.
Google Docs Business Summary
Free, collaborative document template for drafting your executive summary.
2 Step 2: Company Description
Step 2: Company Description
Describe your organization at a high level — your story, your team, and the core problem you help your customers solve. Include when you were founded, key milestones, your mission statement, and what makes your approach unique. This section should paint a picture of who you are as a company.
Discussion for this step
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Don't forget to include your founding story - it humanizes your business and helps people connect emotionally.
I always include 3 things: our origin story, our values, and our key differentiators. Keeps it focused.
StoryBrand Framework
Clarify your brand message using Donald Miller's proven framework to tell your company story.
Company Culture Code
Document your values and culture to attract the right team and customers.
3 Step 3: Market & Customer Focus
Step 3: Market & Customer Focus
Identify your primary audience, where they are, and why they choose you. List your top competitor and what makes you different. Be specific about demographics, psychographics, and the channels where you reach them. Understanding your market positioning is critical for focused growth.
Discussion for this step
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Create customer personas! Give them names, ages, pain points. Makes targeting so much easier.
Use Google Analytics and social media insights to validate your assumptions about who your customers actually are.
Interview your best customers! Ask them why they chose you over competitors. You'll get insights you can't find anywhere else.
Make My Persona (HubSpot)
Free tool to create detailed buyer personas for your target market.
Google Market Finder
Discover new markets and understand where your customers are globally.
Competitive Analysis Template
Spreadsheet template to analyze competitors and identify your differentiators.
4 Step 4: Growth Priorities
Step 4: Growth Priorities
Choose 1–3 strategic focuses for the next 90 days (e.g., website, sales system, marketing, operations, retention). The key is to be specific and realistic. Don't try to do everything at once. Pick the initiatives that will have the biggest impact on your primary growth objective.
Discussion for this step
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LESS IS MORE. I see so many businesses fail because they spread themselves too thin. Pick ONE priority if you can.
Use the ICE framework: Impact, Confidence, Ease. Score each potential priority and focus on the highest scoring ones.
Ask yourself: "If we only accomplished ONE thing this quarter, what would move the needle most?" That's your priority.
OKR Planning Tool
Set Objectives and Key Results to track your quarterly growth priorities.
Monday.com Roadmap
Visual project management to plan and execute your growth initiatives.
Eisenhower Priority Matrix
Prioritize tasks and initiatives using the urgent/important framework.
5 Step 5: Next Action Plan
Step 5: Next Action Plan
Define your next immediate step and who is responsible — so progress is simple, realistic, and measurable. Break down your priorities into specific actions with clear owners and deadlines. This is where strategy becomes execution. Each action should be something that can be started this week.
Discussion for this step
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Make actions SMART: Specific, Measurable, Achievable, Relevant, Time-bound. Non-negotiable for actual progress.
Every action needs a DRI (Directly Responsible Individual). No shared ownership = no ownership.
I schedule a weekly 15-min standup to review action items. Accountability is everything.
Asana Project Templates
Pre-built project templates to organize and track your action items.
Trello Action Board
Kanban-style boards to visualize and manage your next actions.
Google Calendar Time Blocking
Schedule specific time blocks for each action item to ensure they get done.
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