STEP 6.3: A CASE STUDY
Creates His Vision
David's shop is a success. Now he creates a long-term vision to guide his next three years of growth.
The Action
1. Define the 3-Year Financial Goal
"In 3 years, the shop will be profitable enough for me to take a real salary and offer health benefits to my full-time staff."
2. Define the 3-Year Impact Goal
"In 3 years, we will begin roasting our own coffee beans and supply three other local cafes, creating a small, collaborative coffee ecosystem in our city."
The Outcome
Our 3-Year Vision (The Impact Roadmap)
- Our North Star: To be the heart of our neighborhood and a leader in the local coffee community.
- Our Financial Goal: To build a profitable business that provides stable, quality jobs.
- Our Impact Goal: To launch our own in-house roasting program and partner with other local businesses.