The most effective way to build sustainable success in your business and deliver real lasting results?
It’s lean strategic planning.
Strategic planning starts with vision and systematically breaks that vision down into goals, projects, marketing campaigns, and activities. It ensures that all of your daily actions tie back to your vision and goals.
Lean practices ensure you have the right behaviors and mindset in place so you are consistently focused on only the things that add the most value to you and your customers, even as your business grows and evolves.
Strategic planning + lean practices gives you the clarity on what to be working on right now to lean out and level up your business so you can dramatically increase your impact and profitability, without the overwork and overwhelm.
There are 8 steps that are foundational to developing a lean strategic plan that delivers real results.
- Set your vision
- Break down your vision into goals
- Break down your goals into projects & marketing campaigns
- Build a high-level roadmap
- Create a 90-day plan
- Break down your plan into weekly & daily activities
- Commit to your goals and take focused action
- Continuously reflect and improve (aka kaizen)
Much more important than the specific steps is how you approach them, ensuring you are setting yourself up for success by keeping things flexible and adaptable. For example - leveraging just in time (JIT) planning and staying focused on outcomes over actions.
I created an actionable free guide to get you started leveraging lean strategic planning in your business. It is a comprehensive yet simple technique that will ensure everything you choose to invest your time in is directly related back to your vision and adding value to your customers and your business. It is the foundation of the Lean Out Method.
Download the free guide to lean strategic planning
What questions do you have on strategic planning for your business?
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by Crista Grasso
Crista Grasso is the Founder of Lean Scaling Co and Strategic Ops Institute and the host of the Simplify to Scale Show.
She developed the Lean Scaling System™ to make scaling simple and sustainable for service-based businesses in the messy middle of $1M - $10M. She specializes in elevating the founder out of daily operations and into visionary leadership and in certifying fractionals and consultants to be able to effectively and strategically scale the businesses they partner with.

