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Hey team, Marti here from the Professional Builder.

Today we’re going over your One Page Business Plan. I’ve been pumped to do this for ages, makes sense right now while you’ve got some downtime to think strategically about your business.

The first thing is to get some cohesive thought into where you want your business to go. Organise all your thoughts onto one page. It doesn’t need to be ultra in depth. You just need to figure out your north star i.e. Where do you want to go? What kind of business do you want to build? What do you want it to look like in three to five years’ time?

Because we’re aiming to build a business, not a job, we want one that gives you more money and creates more time. By having it organised into one page, you’ve got some visibility and you can literally get this done in 45 minutes, and then you get the specificity out of the supporting documents – your one page plan, 90 day plan, cashflow forecast, value issue, and business maturity date. This is the 30,000 foot view that is going to give you some fuel in your engine and some motivation on how to get there. It’s also going to hold you accountable as you build your team.

When to create your 1-Page Business Plan

When do you do this? Well, you can do this at two stages during the year. You can either do this in the end of the financial year, or you can do it in the calendar year. We do a planning day at the end of the calendar year in December to see how the quarter was. We’d line up what we want to achieve in 2020 or 2021.

You can review this annually, and even if you get off track, you don’t change the destination on where you want to head. You might change how you’re going to get there, but always stick the same destination.

How do you do this

Easiest way I’ve found is to think blue skies, nothing attached to the past and think about what it is that we want to create? The worst thing you can do is create a business that sucks, that has you involved in the day to day stuff that you don’t enjoy. One of the key things is to do your stop-doing list. What do you not enjoy doing? If we’re building a business, then we want to be working towards your business maturity date. Me, I’ve helped build out the first thing that I didn’t want to do anymore was one to one coaching, because it’s not scalable. I’ve done it for 15 years and it’s not leverageable so we had to build a team of coaches. For you, that will be a team of builders.

Here’s a quick overview of how our team is set up. We now have five coaches in different areas, we have Cam and Matt in marketing, and we have a team of Vas that support them. Next is sales, we have a sales agency, and Matthew who’s now heading up our sales. You want to build out those operational areas based on the area that is first the lowest skill, so you work up from your PBR. If your proficient builder’s rate is $80 an hour, anything that’s below $80 an hour that you’re doing, we want to hire someone to do. Every 90 days, we look back, and we go, “What tasks am I doing that are below my PBR?” Then, we make a plan to get rid of those.

What do you need when you go to do this? You need a clear and empty head, so I would look to do this on a Saturday morning, or I will typically do these when I’m in holiday. I find you never have a great idea, a game changing idea when you’re sitting in front of your computer, but if you think when you’re on holiday, and you’ve had three to four to five days of downtime, your head will be massively clearer on what do you want out of life, how’s your business going to help you get there, and what really sucks.


The first thing I do before I do my business plan is I do my vision book. I’ll go over what I want my life to look like. It’s three three-week holidays overseas. It’s working three days a week in my genius two days a week, Tuesday and Thursdays in the office, and elevating team members to have a head of sales, head of marketing, and a head of operations/coaching. Now, over the next 90 days that I have those people, it’s about building and delegating to elevate.

Delegating doesn’t mean to just pass of the task to someone else to handle. It’s where you work with them over the next 90 days to work on the forecast versus actual. To brief them on how to read plans for a week, to brief him on what variations processing are, to brief him on how to attend a site meeting and how to run it with a client. To brief him on how to fill in builder trend.

If you do that over 90 days, and record it, you will then have a well systemized machine and that person can then train the other foreman. If you do not do that, what’ll happen? You’ll be reliant upon them whether they’re having a good day or a bad day because they’re not following your site setup checklist or following your systems. It’s imperative that you build the systems together.

When you do this right, you’re not having to rely on the genius of finding great guys, because you’ve built a great systems. Systems run the business. We hire and train the right people to follow those systems, and we as the leader establish the rules of the game, and we put in place the feedback and the measurement system. Whether that is weekly meetings, construction meeting, foreman’s meeting, toolbox meetings, marketing meetings or management meetings. From here we measure our KPIs i.e. We’re within 5% of labour hours and you’ll go, “Hey, great our framing is out by 30 hours, what do we need to do to correct it?”

What you need

What do you need to bring to this? Well, the first thing I do is I do my vision book first. I look at what I want my life to be like, because all business is a vehicle to enhance your life. It’s a big part of your life, but it’s primarily there to help you build your ideal lifestyle. You can do a lot of other good things like Community work, making profit, employing people like we’re responsible for 14 people in our business, so we’re responsible for 14 families. We’re also responsible for putting out great content, great community, and great coaching to help you guys accelerate your results. There’s lots of other things that you can do with your business. It’s primarily a vehicle to help you become all that you can be and all that you want to be.

I do a vision book first, and I get clear on what do I want my life to look like. We want to go overseas for three months in January, February and March next year to Thailand or Philippines, and live overseas for three months. That’s to a view with living overseas for a year in Italy and racing Porsches and what not. This is a test, so what do I need to do? Well, I need to elevate. So I’ve made Owen general manager and head of coaching, Peter Kim is head of coaching and client success, Cam is head of marketing and Matthew is head of sales. I’ve got 90 days to build, implement, and let them follow the systems and processes, making sure we have a good feedback loop and hitting our numbers, which gives me confidence to go away and know that we’re following our systems and it’s not reliant upon anyone’s genius.

Second thing you need is your P&L, your profit and loss, to have a look at. If you have your P&L, the only bad thing with looking at a P&L is that you should never really look backwards other than to learn lessons of what didn’t work well for you. For us, one of our goals is to get on the Deloitte Fast 50, the 50 fastest growing companies in New Zealand. To do that, we have to look at blue skies thinking what’s possible. If someone else has done it, then I can do it. A big thing I would encourage you to seek out who are the people who’ve got to where you want within the community and go and have a chat with them. There’s some people that have gone from one mil to five mil, five mil to 20 mil, people that are doing developments, people that’ve gone away for three months, et cetera. Seek out what do you need to do.
Next is process. First, you want to have a vision of what does success look like. That’s one of the clearest things. That’s why I say do a vision book first. Next, your one page plan, so what do you want to achieve? Do you want to get to 10 mil? Do you want to work three days a week? Maybe you only want to be doing sales. Once we’ve got our stats and numbers we need to be asking how do we know if we’re on track? If you want to get to 10 mil in sales, that’s either 10 million dollar houses, or 20 500K jobs. Let’s say it was 10 times a mil, and you convert one out of four quotes, so now we know that we only need 40 leads during the year, or roughly three and a half leads a month that are over that million dollars. Now, we have some very good KPIs or indicators that if we do the KPAs, the activities, like our marketing, to generate those leads, then we’re going to hit that. It’s critical that we watch our numbers.
Once you’ve got clarity on your plan, your personal plan, your business plan, the next key thing is to have meetings with your team to bring everyone together, bring them on board, let them know the ship’s going in this direction i.e. Here’s where we’re aiming to get to, here’s how we’re going to get there and here’s what’s required from each of you.

Once you’ve built your plan, we then need to pressure test it. There’s a saying, people don’t have business problems, they just have personal problems that transition over into their business life. For me, business is never going greater than the last 18 months when I stopped drinking booze, got into my daily programme, focused on the 80/20.

What do you need to stop doing? Maybe it’s reading the paper every morning because it fills up your head with negativity. Maybe it’s scrolling Facebook. Maybe it’s having drinks two or three nights on the way home from work like I used to.

Lastly, whom do I need on my team? You’ve got your immediate team. You’ve got your management team. Then, you’ve got your team of advisors. Do you need a one to one sales coach? Do you need a CFO? Do you need a better accountant? Who do you need on your team to help make this a reality? I’ve got three mentors. Wes for my mindset physical. We’ve got Kevin in the US, one of the best Facebook and online marketing experts in the world, and then we’ve got a guy, Cole Gordon for our sales team helping us master that. Who else do you need on your team to make this a reality?

To find out what your 1-Page Business Plan will look like, watch the video above

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