Finance - Self Coaching - Business Planning

Business Planning

** Please note we would advise that you complete the self coaching section on a desktop computer, as you may need to print out some sections in order to complete **

This document is designed to encourage your thinking around a specific area of your development by providing you with some information and asking you coaching questions to consider how this relates to you and your way of working.


Having completed this workbook you will find that you have:


     A greater awareness of how to business plan.

     Identified current barriers / challenges that you are faced with.

     Considered ways in which you could overcome these barriers / challenges

     Identified things that you could do differently and/or created some plans on how to move forward in this area of your development


You should work through this workbook on your own, consider all questions carefully and answer them honestly. This will enable you to gain the full benefit of this development tool.

Having worked through this document you may decide it would be useful to follow up with a coaching conversation with your line manager to support your continuing development.


If you want to succeed, you need to be able to business plan using goal setting and appropriate members of your team. Without goals you lack focus and direction. Goal setting and business planning not only allows you to take control of your direction; it also provides you a benchmark for determining whether you are actually succeeding.


Goal setting is important for both organisations and individuals. When you set goals, you make a plan for the future. You are keeping an “eye on the prize” by moving forward. As a leader you will need to be a visionary. You have probably heard that word many times but what does it mean? Having a vision means you have a picture of where you or your team are heading for in the future. Having a strong, clear vision is like having a good road map.

Once you have your vision, you must inspire your team to share your vision. By having a clear vision, talking about it plainly, and always attempting to be honest and fair, you will be on your way to gaining your teams’ trust, which is important when working towards your plan. People want to know that their efforts contribute to a bigger picture or goal.

To accomplish your teams’ goals, however, you need to know how to set them.

You can’t simply say, “I want…” and expect it to happen. Goal setting is a process that starts with careful consideration of what you want your team to achieve, and ends with a lot of hard work to actually do it. In between there are some very well defined steps and knowing these steps will allow you to formulate goals that your team can accomplish.




Logged in as: Adam Bramwell

Finance - Self Coaching - Business Planning

Self coaching questions

Business Planning

What experience have you had of business planning either inside or outside of American Golf?

How have your previous plans produced the results you wanted? What specifically did (or didn’t) you do?

What Business plans have you and your team got in place currently?

Where would you like to be with Business planning to enable you to have direction and focus?

Who do you know (in or outside of work) that you believe is good at Business Planning?

What do you see them doing specifically? How do they appear to get so much done/achieve so much?

What do want to achieve? This could be in or outside of work. How are you going to get there? What plans have you got in place?

What stops you from business planning and achieving what you really want to achieve?

What have you concluded from this session? Who or what will support you to get there?

What do you feel you could do that would have the greatest impact on you achieving your goals?

What actions are you going to commit to? How will you measure your success in business planning?

What will be people be seeing, hearing differently from you?


Build your next steps into the table below and include in your PDP


Next Steps / Action Plan




By When

















Business Planning with your Team

What is your team’s current vision and goals?