STEP 6.3: A CASE STUDY
Creates Her Vision
Maria's coaching practice is thriving with a booked-out client roster and a growing reputation. Now it's time to zoom out from quarterly planning and create a long-term vision to guide the business for the next three years.
The Challenge
How does Maria ensure her business continues to grow in a way that is both profitable and mission-aligned? She needs a "North Star" to guide her big decisions, ensuring that as the company gets bigger, its soul doesn't get smaller.
The Action
Maria uses the 'Impact Roadmap' framework to dream about the future, balancing financial and impact goals.
1. Define the 3-Year Financial Goal
"My financial goal is: In 3 years, my business will be generating $250,000 in annual revenue. This will allow me to hire a small team and launch a group program."
2. Define the 3-Year Impact Goal
"What does that revenue enable? In 3 years, we will have helped over 500 professionals overcome burnout and build sustainable careers. I will also launch a scholarship program for my group coaching."
3. Brainstorm Key Milestones
- Product: Launch a group coaching program to make my methods more accessible.
- Market: Partner with 3 major corporations to offer my program as a corporate wellness benefit.
- Team: Hire a full-time Client Happiness Coordinator to scale my high-touch client experience.
The Outcome
Maria now has a clear, inspiring, and integrated vision for the future. It's a purpose-driven roadmap she can share with her team to keep everyone aligned and inspired as they continue to `Scale`.
Our 3-Year Vision (The Impact Roadmap)
- Our North Star: To be the leading voice in helping ambitious professionals build successful careers without sacrificing their well-being.
- Our Financial Goal: To reach $250,000 in annual recurring revenue.
- Our Impact Goal: To have empowered over 500 professionals to overcome burnout and to launch a scholarship program for our group coaching.