{"id":2318,"date":"2011-02-07T09:48:42","date_gmt":"2011-02-07T16:48:42","guid":{"rendered":"https:\/\/www.caddmanager.com\/CMB\/?p=2318"},"modified":"2012-12-04T09:36:04","modified_gmt":"2012-12-04T16:36:04","slug":"strategic-planning-step-four","status":"publish","type":"post","link":"https:\/\/www.caddmanager.com\/CMB\/2011\/02\/strategic-planning-step-four\/","title":{"rendered":"Strategic Planning &#8211; Step Four"},"content":{"rendered":"<div class=\"seriesmeta\">This entry is part 12 of 14 in the series <a href=\"https:\/\/www.caddmanager.com\/CMB\/series\/strategic-planning\/\" class=\"series-93\" title=\"Strategic Planning\">Strategic Planning<\/a><\/div><p>In Step Four, you take your list that was created in Step Three and pick the ones that you want to focus on.<\/p>\n<p>In Step Three you made a quick list of at least 20-30, then we started narrowing it down to 5-7 ideas that  might be the best. Now is the time to start looking deeper at the 5-7 that you have.<\/p>\n<p>If you have noticed, some of these steps start blending together.\u00a0 They overlap and you may go back and forth between them filling in the blanks as you go. It is fine that they blend together as long as you stop at some point to make sure that you have completed each step.<\/p>\n<p>This is also the step where you start looking at the firms overall goals and plans to see where your best efforts need to be.  We will discuss that in further posts.<\/p>\n<p><strong>The Product of this Step:<\/strong><\/p>\n<p>Define the main goals you will want to reach.\u00a0 You can think of these as Focus Statements.\u00a0 They define the general targets that you want to hit.<\/p>\n<p>Example:<\/p>\n<ul>\n<li> Get projects started in Revit<\/li>\n<li> Develop a library of Details<\/li>\n<\/ul>\n<p>You may think that you just want to start at step 4 \u2013 don\u2019t do it.\u00a0 Do not forget to do step 1-3.\u00a0 They are the groundwork that bring your targets into focus.\u00a0 If you do not do steps 1-3 then you will just be striving after the issues of the moment and may undercut your long term progress.<\/p>\n<br>","protected":false},"excerpt":{"rendered":"<div class=\"seriesmeta\">This entry is part 12 of 14 in the series <a href=\"https:\/\/www.caddmanager.com\/CMB\/series\/strategic-planning\/\" class=\"series-93\" title=\"Strategic Planning\">Strategic Planning<\/a><\/div><p>In Step Four, you take your list that was created in Step Three and pick the ones that you want to focus on. In Step Three you made a quick list of at least 20-30, then we started narrowing it down to 5-7 ideas that might be the best. Now is the time to start [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"_uf_show_specific_survey":0,"_uf_disable_surveys":false,"footnotes":""},"categories":[67],"tags":[],"series":[93],"class_list":["post-2318","post","type-post","status-publish","format-standard","hentry","category-strategic-planning","series-strategic-planning"],"aioseo_notices":[],"aioseo_head":"\n\t\t<!-- All in One SEO 4.9.8 - aioseo.com -->\n\t<meta name=\"description\" content=\"In Step Four, you take your list that was created in Step Three and pick the ones that you want to focus on. In Step Three you made a quick list of at least 20-30, then we started narrowing it down to 5-7 ideas that might be the best. Now is the time to start\" \/>\n\t<meta name=\"robots\" content=\"max-image-preview:large\" \/>\n\t<meta name=\"author\" content=\"CADDManager\"\/>\n\t<link rel=\"canonical\" href=\"https:\/\/www.caddmanager.com\/CMB\/2011\/02\/strategic-planning-step-four\/\" \/>\n\t<meta name=\"generator\" content=\"All in One SEO (AIOSEO) 4.9.8\" \/>\n\t\t<meta property=\"og:locale\" content=\"en_US\" \/>\n\t\t<meta property=\"og:site_name\" content=\"CADDManager Blog | Practical, proven insight into CAD Management\" \/>\n\t\t<meta property=\"og:type\" content=\"article\" \/>\n\t\t<meta property=\"og:title\" content=\"Strategic Planning \u2013 Step Four | CADDManager Blog\" \/>\n\t\t<meta property=\"og:description\" content=\"In Step Four, you take your list that was created in Step Three and pick the ones that you want to focus on. In Step Three you made a quick list of at least 20-30, then we started narrowing it down to 5-7 ideas that might be the best. Now is the time to start\" \/>\n\t\t<meta property=\"og:url\" content=\"https:\/\/www.caddmanager.com\/CMB\/2011\/02\/strategic-planning-step-four\/\" \/>\n\t\t<meta property=\"article:published_time\" content=\"2011-02-07T16:48:42+00:00\" \/>\n\t\t<meta property=\"article:modified_time\" content=\"2012-12-04T16:36:04+00:00\" \/>\n\t\t<meta name=\"twitter:card\" content=\"summary\" \/>\n\t\t<meta name=\"twitter:title\" content=\"Strategic Planning \u2013 Step Four | CADDManager Blog\" \/>\n\t\t<meta name=\"twitter:description\" content=\"In Step Four, you take your list that was created in Step Three and pick the ones that you want to focus on. In Step Three you made a quick list of at least 20-30, then we started narrowing it down to 5-7 ideas that might be the best. Now is the time to start\" \/>\n\t\t<script type=\"application\/ld+json\" class=\"aioseo-schema\">\n\t\t\t{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/www.caddmanager.com\\\/CMB\\\/2011\\\/02\\\/strategic-planning-step-four\\\/#article\",\"name\":\"Strategic Planning \\u2013 Step Four | CADDManager Blog\",\"headline\":\"Strategic Planning &#8211; Step Four\",\"author\":{\"@id\":\"https:\\\/\\\/www.caddmanager.com\\\/CMB\\\/author\\\/caddmanager\\\/#author\"},\"publisher\":{\"@id\":\"https:\\\/\\\/www.caddmanager.com\\\/CMB\\\/#organization\"},\"datePublished\":\"2011-02-07T09:48:42-07:00\",\"dateModified\":\"2012-12-04T09:36:04-07:00\",\"inLanguage\":\"en-US\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/www.caddmanager.com\\\/CMB\\\/2011\\\/02\\\/strategic-planning-step-four\\\/#webpage\"},\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.caddmanager.com\\\/CMB\\\/2011\\\/02\\\/strategic-planning-step-four\\\/#webpage\"},\"articleSection\":\"Strategic Planning, Strategic Planning\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/www.caddmanager.com\\\/CMB\\\/2011\\\/02\\\/strategic-planning-step-four\\\/#breadcrumblist\",\"itemListElement\":[{\"@type\":\"ListItem\",\"@id\":\"https:\\\/\\\/www.caddmanager.com\\\/CMB#listItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/www.caddmanager.com\\\/CMB\",\"nextItem\":{\"@type\":\"ListItem\",\"@id\":\"https:\\\/\\\/www.caddmanager.com\\\/CMB\\\/category\\\/strategic-planning\\\/#listItem\",\"name\":\"Strategic Planning\"}},{\"@type\":\"ListItem\",\"@id\":\"https:\\\/\\\/www.caddmanager.com\\\/CMB\\\/category\\\/strategic-planning\\\/#listItem\",\"position\":2,\"name\":\"Strategic Planning\",\"item\":\"https:\\\/\\\/www.caddmanager.com\\\/CMB\\\/category\\\/strategic-planning\\\/\",\"nextItem\":{\"@type\":\"ListItem\",\"@id\":\"https:\\\/\\\/www.caddmanager.com\\\/CMB\\\/2011\\\/02\\\/strategic-planning-step-four\\\/#listItem\",\"name\":\"Strategic Planning &#8211; Step Four\"},\"previousItem\":{\"@type\":\"ListItem\",\"@id\":\"https:\\\/\\\/www.caddmanager.com\\\/CMB#listItem\",\"name\":\"Home\"}},{\"@type\":\"ListItem\",\"@id\":\"https:\\\/\\\/www.caddmanager.com\\\/CMB\\\/2011\\\/02\\\/strategic-planning-step-four\\\/#listItem\",\"position\":3,\"name\":\"Strategic Planning &#8211; Step Four\",\"previousItem\":{\"@type\":\"ListItem\",\"@id\":\"https:\\\/\\\/www.caddmanager.com\\\/CMB\\\/category\\\/strategic-planning\\\/#listItem\",\"name\":\"Strategic Planning\"}}]},{\"@type\":\"Organization\",\"@id\":\"https:\\\/\\\/www.caddmanager.com\\\/CMB\\\/#organization\",\"name\":\"CADDManager Blog\",\"description\":\"Practical, proven insight into CAD Management\",\"url\":\"https:\\\/\\\/www.caddmanager.com\\\/CMB\\\/\"},{\"@type\":\"Person\",\"@id\":\"https:\\\/\\\/www.caddmanager.com\\\/CMB\\\/author\\\/caddmanager\\\/#author\",\"url\":\"https:\\\/\\\/www.caddmanager.com\\\/CMB\\\/author\\\/caddmanager\\\/\",\"name\":\"CADDManager\",\"image\":{\"@type\":\"ImageObject\",\"@id\":\"https:\\\/\\\/www.caddmanager.com\\\/CMB\\\/2011\\\/02\\\/strategic-planning-step-four\\\/#authorImage\",\"url\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/8740ba1435907bd3125e32b1e5269087c342f8674b6f3ed3d159c058a6bf46b1?s=96&d=mm&r=g\",\"width\":96,\"height\":96,\"caption\":\"CADDManager\"}},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.caddmanager.com\\\/CMB\\\/2011\\\/02\\\/strategic-planning-step-four\\\/#webpage\",\"url\":\"https:\\\/\\\/www.caddmanager.com\\\/CMB\\\/2011\\\/02\\\/strategic-planning-step-four\\\/\",\"name\":\"Strategic Planning \\u2013 Step Four | CADDManager Blog\",\"description\":\"In Step Four, you take your list that was created in Step Three and pick the ones that you want to focus on. In Step Three you made a quick list of at least 20-30, then we started narrowing it down to 5-7 ideas that might be the best. Now is the time to start\",\"inLanguage\":\"en-US\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.caddmanager.com\\\/CMB\\\/#website\"},\"breadcrumb\":{\"@id\":\"https:\\\/\\\/www.caddmanager.com\\\/CMB\\\/2011\\\/02\\\/strategic-planning-step-four\\\/#breadcrumblist\"},\"author\":{\"@id\":\"https:\\\/\\\/www.caddmanager.com\\\/CMB\\\/author\\\/caddmanager\\\/#author\"},\"creator\":{\"@id\":\"https:\\\/\\\/www.caddmanager.com\\\/CMB\\\/author\\\/caddmanager\\\/#author\"},\"datePublished\":\"2011-02-07T09:48:42-07:00\",\"dateModified\":\"2012-12-04T09:36:04-07:00\"},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/www.caddmanager.com\\\/CMB\\\/#website\",\"url\":\"https:\\\/\\\/www.caddmanager.com\\\/CMB\\\/\",\"name\":\"CADDManager Blog\",\"description\":\"Practical, proven insight into CAD Management\",\"inLanguage\":\"en-US\",\"publisher\":{\"@id\":\"https:\\\/\\\/www.caddmanager.com\\\/CMB\\\/#organization\"}}]}\n\t\t<\/script>\n\t\t<!-- All in One SEO -->\n\n","aioseo_head_json":{"title":"Strategic Planning \u2013 Step Four | CADDManager Blog","description":"In Step Four, you take your list that was created in Step Three and pick the ones that you want to focus on. In Step Three you made a quick list of at least 20-30, then we started narrowing it down to 5-7 ideas that might be the best. Now is the time to start","canonical_url":"https:\/\/www.caddmanager.com\/CMB\/2011\/02\/strategic-planning-step-four\/","robots":"max-image-preview:large","keywords":"","webmasterTools":{"miscellaneous":""},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/www.caddmanager.com\/CMB\/2011\/02\/strategic-planning-step-four\/#article","name":"Strategic Planning \u2013 Step Four | CADDManager Blog","headline":"Strategic Planning &#8211; Step Four","author":{"@id":"https:\/\/www.caddmanager.com\/CMB\/author\/caddmanager\/#author"},"publisher":{"@id":"https:\/\/www.caddmanager.com\/CMB\/#organization"},"datePublished":"2011-02-07T09:48:42-07:00","dateModified":"2012-12-04T09:36:04-07:00","inLanguage":"en-US","mainEntityOfPage":{"@id":"https:\/\/www.caddmanager.com\/CMB\/2011\/02\/strategic-planning-step-four\/#webpage"},"isPartOf":{"@id":"https:\/\/www.caddmanager.com\/CMB\/2011\/02\/strategic-planning-step-four\/#webpage"},"articleSection":"Strategic Planning, Strategic Planning"},{"@type":"BreadcrumbList","@id":"https:\/\/www.caddmanager.com\/CMB\/2011\/02\/strategic-planning-step-four\/#breadcrumblist","itemListElement":[{"@type":"ListItem","@id":"https:\/\/www.caddmanager.com\/CMB#listItem","position":1,"name":"Home","item":"https:\/\/www.caddmanager.com\/CMB","nextItem":{"@type":"ListItem","@id":"https:\/\/www.caddmanager.com\/CMB\/category\/strategic-planning\/#listItem","name":"Strategic Planning"}},{"@type":"ListItem","@id":"https:\/\/www.caddmanager.com\/CMB\/category\/strategic-planning\/#listItem","position":2,"name":"Strategic Planning","item":"https:\/\/www.caddmanager.com\/CMB\/category\/strategic-planning\/","nextItem":{"@type":"ListItem","@id":"https:\/\/www.caddmanager.com\/CMB\/2011\/02\/strategic-planning-step-four\/#listItem","name":"Strategic Planning &#8211; Step Four"},"previousItem":{"@type":"ListItem","@id":"https:\/\/www.caddmanager.com\/CMB#listItem","name":"Home"}},{"@type":"ListItem","@id":"https:\/\/www.caddmanager.com\/CMB\/2011\/02\/strategic-planning-step-four\/#listItem","position":3,"name":"Strategic Planning &#8211; Step Four","previousItem":{"@type":"ListItem","@id":"https:\/\/www.caddmanager.com\/CMB\/category\/strategic-planning\/#listItem","name":"Strategic Planning"}}]},{"@type":"Organization","@id":"https:\/\/www.caddmanager.com\/CMB\/#organization","name":"CADDManager Blog","description":"Practical, proven insight into CAD Management","url":"https:\/\/www.caddmanager.com\/CMB\/"},{"@type":"Person","@id":"https:\/\/www.caddmanager.com\/CMB\/author\/caddmanager\/#author","url":"https:\/\/www.caddmanager.com\/CMB\/author\/caddmanager\/","name":"CADDManager","image":{"@type":"ImageObject","@id":"https:\/\/www.caddmanager.com\/CMB\/2011\/02\/strategic-planning-step-four\/#authorImage","url":"https:\/\/secure.gravatar.com\/avatar\/8740ba1435907bd3125e32b1e5269087c342f8674b6f3ed3d159c058a6bf46b1?s=96&d=mm&r=g","width":96,"height":96,"caption":"CADDManager"}},{"@type":"WebPage","@id":"https:\/\/www.caddmanager.com\/CMB\/2011\/02\/strategic-planning-step-four\/#webpage","url":"https:\/\/www.caddmanager.com\/CMB\/2011\/02\/strategic-planning-step-four\/","name":"Strategic Planning \u2013 Step Four | CADDManager Blog","description":"In Step Four, you take your list that was created in Step Three and pick the ones that you want to focus on. In Step Three you made a quick list of at least 20-30, then we started narrowing it down to 5-7 ideas that might be the best. Now is the time to start","inLanguage":"en-US","isPartOf":{"@id":"https:\/\/www.caddmanager.com\/CMB\/#website"},"breadcrumb":{"@id":"https:\/\/www.caddmanager.com\/CMB\/2011\/02\/strategic-planning-step-four\/#breadcrumblist"},"author":{"@id":"https:\/\/www.caddmanager.com\/CMB\/author\/caddmanager\/#author"},"creator":{"@id":"https:\/\/www.caddmanager.com\/CMB\/author\/caddmanager\/#author"},"datePublished":"2011-02-07T09:48:42-07:00","dateModified":"2012-12-04T09:36:04-07:00"},{"@type":"WebSite","@id":"https:\/\/www.caddmanager.com\/CMB\/#website","url":"https:\/\/www.caddmanager.com\/CMB\/","name":"CADDManager Blog","description":"Practical, proven insight into CAD Management","inLanguage":"en-US","publisher":{"@id":"https:\/\/www.caddmanager.com\/CMB\/#organization"}}]},"og:locale":"en_US","og:site_name":"CADDManager Blog | Practical, proven insight into CAD Management","og:type":"article","og:title":"Strategic Planning \u2013 Step Four | CADDManager Blog","og:description":"In Step Four, you take your list that was created in Step Three and pick the ones that you want to focus on. In Step Three you made a quick list of at least 20-30, then we started narrowing it down to 5-7 ideas that might be the best. Now is the time to start","og:url":"https:\/\/www.caddmanager.com\/CMB\/2011\/02\/strategic-planning-step-four\/","article:published_time":"2011-02-07T16:48:42+00:00","article:modified_time":"2012-12-04T16:36:04+00:00","twitter:card":"summary","twitter:title":"Strategic Planning \u2013 Step Four | CADDManager Blog","twitter:description":"In Step Four, you take your list that was created in Step Three and pick the ones that you want to focus on. In Step Three you made a quick list of at least 20-30, then we started narrowing it down to 5-7 ideas that might be the best. Now is the time to start"},"aioseo_meta_data":{"post_id":"2318","title":null,"description":null,"keywords":null,"keyphrases":null,"primary_term":null,"canonical_url":null,"og_title":null,"og_description":null,"og_object_type":"default","og_image_type":"default","og_image_url":null,"og_image_width":null,"og_image_height":null,"og_image_custom_url":null,"og_image_custom_fields":null,"og_video":null,"og_custom_url":null,"og_article_section":null,"og_article_tags":null,"twitter_use_og":false,"twitter_card":"default","twitter_image_type":"default","twitter_image_url":null,"twitter_image_custom_url":null,"twitter_image_custom_fields":null,"twitter_title":null,"twitter_description":null,"schema":{"blockGraphs":[],"customGraphs":[],"default":{"data":{"Article":[],"Course":[],"Dataset":[],"FAQPage":[],"Movie":[],"Person":[],"Product":[],"ProductReview":[],"Car":[],"Recipe":[],"Service":[],"SoftwareApplication":[],"WebPage":[]},"graphName":"","isEnabled":true},"graphs":[]},"schema_type":null,"schema_type_options":null,"pillar_content":false,"robots_default":true,"robots_noindex":false,"robots_noarchive":false,"robots_nosnippet":false,"robots_nofollow":false,"robots_noimageindex":false,"robots_noodp":false,"robots_notranslate":false,"robots_max_snippet":null,"robots_max_videopreview":null,"robots_max_imagepreview":"large","priority":null,"frequency":null,"location":null,"local_seo":null,"breadcrumb_settings":null,"limit_modified_date":false,"ai":null,"created":"2021-01-21 22:22:43","updated":"2025-06-04 07:52:39","seo_analyzer_scan_date":null},"aioseo_breadcrumb":"<div class=\"aioseo-breadcrumbs\"><span class=\"aioseo-breadcrumb\">\n\t\t\t<a href=\"https:\/\/www.caddmanager.com\/CMB\" title=\"Home\">Home<\/a>\n\t\t<\/span><span class=\"aioseo-breadcrumb-separator\">&raquo;<\/span><span class=\"aioseo-breadcrumb\">\n\t\t\t<a href=\"https:\/\/www.caddmanager.com\/CMB\/category\/strategic-planning\/\" title=\"Strategic Planning\">Strategic Planning<\/a>\n\t\t<\/span><span class=\"aioseo-breadcrumb-separator\">&raquo;<\/span><span class=\"aioseo-breadcrumb\">\n\t\t\tStrategic Planning \u2013 Step Four\n\t\t<\/span><\/div>","aioseo_breadcrumb_json":[{"label":"Home","link":"https:\/\/www.caddmanager.com\/CMB"},{"label":"Strategic Planning","link":"https:\/\/www.caddmanager.com\/CMB\/category\/strategic-planning\/"},{"label":"Strategic Planning &#8211; Step Four","link":"https:\/\/www.caddmanager.com\/CMB\/2011\/02\/strategic-planning-step-four\/"}],"_links":{"self":[{"href":"https:\/\/www.caddmanager.com\/CMB\/wp-json\/wp\/v2\/posts\/2318","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.caddmanager.com\/CMB\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.caddmanager.com\/CMB\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.caddmanager.com\/CMB\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.caddmanager.com\/CMB\/wp-json\/wp\/v2\/comments?post=2318"}],"version-history":[{"count":4,"href":"https:\/\/www.caddmanager.com\/CMB\/wp-json\/wp\/v2\/posts\/2318\/revisions"}],"predecessor-version":[{"id":2321,"href":"https:\/\/www.caddmanager.com\/CMB\/wp-json\/wp\/v2\/posts\/2318\/revisions\/2321"}],"wp:attachment":[{"href":"https:\/\/www.caddmanager.com\/CMB\/wp-json\/wp\/v2\/media?parent=2318"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.caddmanager.com\/CMB\/wp-json\/wp\/v2\/categories?post=2318"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.caddmanager.com\/CMB\/wp-json\/wp\/v2\/tags?post=2318"},{"taxonomy":"series","embeddable":true,"href":"https:\/\/www.caddmanager.com\/CMB\/wp-json\/wp\/v2\/series?post=2318"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}