Having a clear picture of what you want your future to look like is an important step in planning your goals. Without it - you could be doing a lot of work and not getting anywhere! In this step - there are 3 key tools.

Vision - Take the time to do a little dreaming and imagine what you want the future to look like.
Forecast - Lay out what has to happen in business, leadership and life to start to make that vision a reality.
Business Overview - This one pager lays out the key elements of your business in one spot. This is a document you can share with others in your organization.

Required for Professionals: Forecast tool (this takes the place of your former “Roadmap” tool)
Required for Business Owners: Business Overview

Timing: Once a year or whenever you need to re-think or reset

Tools to Choose From: