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Strategy Pre-Flight
Checklist
By Jay Abraham
© 2003 The Abraham Group, Inc.
Jay Abraham
Dear Strategy Setting Super Summit Participant:
Outlined below are the
Strategy Pre-flight Checklist
items which you can immediately
use to stimulate your marketing strategy creation and deployment with your team.
Personally, I use this list to jog my own thinking when engineering marketing strategies
for myself and own clients… Seeing how I can further enhance or create a more
pervasive marketing strategies… with as many multiple inputs, outputs, resources, pillars,
efforts and actions as I can. Using the list has four main benefits to you and your
business:
To help
formulate
your strategy initially.
To help you appreciate the options and resources you have available to
you. You’ll start to appreciate how much you have at your disposal when
engineering the optimum strategy for your business. Each section is like
an
“arsenal of opportunity
”.
To give you a checklist to see if you missed anything
absolutely
essential
to the creation of your marketing strategy.
And once you start integrating this checklist within your business, I think
you’ll find it to be a constant source of ideas regarding what you can focus
on next,
while still keeping your master strategy in place
. This list will
eliminate your jumping around
tactically
and inefficiently.
In order to creatively generate a marketing strategy
you must be aware
of your resources,
options, alternative actions, sources of information, etc. If you don’t, you’ll most likely
settle for a strategy which is sub-optimized because of a severe lack of awareness of
resources, flexibility of action, or information available when you initially devise your
strategy. Thereby crippling your efforts and minimizing your results “from the get go”.
In my consulting, I have notice people generate a strategy based upon what they know or
what they have experienced. Rarely is it based upon what’s possible. This is my attempt
to expand your awareness of what’s available and what’s within your capability related to
massively growing your business---
Strategically
. Your job here is to figure out how to
creatively innovate, integrate and engineer the most important ones for your and your
business.
2
You can use this “preflight checklist” also as strategic “
cheat sheet
”. To make sure that
you know all the specific things you can do as a part of your master, command or field
strategies. It is really helpful when deciding out what the next steps or options you should
take to fully deploy your strategy.
I wish the best of strategic success!
Yours Truly,
Jay L. Abraham
PS:
Please feel free to add your own unique resources, actions or points of impact.
These 11 pages are meant to stimulate your thinking and not the be all and end all. In
fact, if I were you, I’d look at it as a starting point for your strategy creation efforts.
PPS:
The biggest opportunity in using this document is to stimulate you to engineer
hybrids as I do in my own work. You may want to try taking a two or more of the items
and creating a hybrid specific marketing campaign.
3
Strategy
Pre-Flight Checklist
Data, Research and Information Sources
Employees Surveys
Focus Groups
Interviews
Customer and Prospect Questionnaires
Point of Purchase Surveys
Research Companies
Trade Shows
User Groups
Sales Historical Records
“Amazon.com” School of Research
Internet Sources
Competitors Literature, Customers and Web Site
CRM System & Databases
Trade Magazines & Newsletters
Training Programs
Associations
The Library
The Bookstore
Coaches and Consultants
Vision
90 Day Plan
1 Year Plan
3 Year Plan
5 Year Plan
Purpose & Company Values; What You Aspire To
Mission Statement
Product Vision
Long Term; Global Vision
What is Your Company’s Legacy?
4
Strategy
Pre-Flight Checklist
Goals
Cash Flow
Revenue
Net Worth
Profitability
# of Customers
# of Products Sold
# of Orders
Inventory Turns
# of Employees
Amount of Cost Reductions
Return on Investment
Return on Equity
Increased Square Footage
Return on Sqft.
Your Strategy
Your Current Master Marketing Strategy
Your Current Command/Field Strategies
Your Current Integrated “Game Plan”
Your Current Specific Working Tactics
Key Indicators & Concepts
Marginal Net Worth; Lifetime Value of a Client
USP
Dream 100
Financial Resources
Angels Investors
Personal Savings
Credit Lines
5
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