Context:
We have a lot to offer

Main Issue:
We need ____________

Intent:
We receive _____________

Desired Outcomes:
Clear Values Purpose Vision Mission Goals Strategy
More aligned work team
$____ by year end
Have greater impact
Find mentors

Action Plan:
Create your Values to Strategy Outline
Set up some interviews with people already doing it
Get coaching from our trusted network
Optimize System

Challenges:
Optimized structure
Limited time and budget to create changes
Unsure of purpose, vision and missions
Already have a lot on our plates
Ethical, business, legal, privacy issues
Other devices

Resources:
Best practices
Coaching
Consulting
Research
Case Studies/Examples
Mentors
Solution database
Useful media – Top 10 Books, Diagrams, Audio and Video
Collaborative Operating System
Tribal Leadership (Great Book)
___ years of our combined wisdom and experience

Next Steps:
Change anything in this template to improve it
Learn optimal leadership
Hybrid Position – Health, Leadership, Coaching, Native, Intuitive
Issues of Power and Influence
Showing Up
$_______ for a budget
__ kits with Top 20 items $__k

Here
__ on Team
Confidentiality
Uncertainty
Many are cautious
Need $__k startup

There
Best Practices (long list)
More stable
Clearer position, roles and future
__ on Team
Health Research
Regular, Dependable
Interesting
Innovating
Teach doctors how to use
Produces $__k in kits and trainings

Gap
Create presentation
Funding
Proven trials
Lots of supporters
Show value
Interview clients/users
Create abundance
Harvest
(Hire/train another __)
ROI __x to __x
Networking
Finding out about 1s

This Week
Clear, Confident and Happier Now
Developing Contacts
Testing Assumptions
Goal & Strategy
Refine

We offer:
Unique product and service
Substantial healing for many thousands of people starting with us
Best protocols so far
Game changing technology
Chance to get in at ground floor
A collaboration of great people with a depth of experience
A chance for distribution rights
A $__k product on sale for $___ now and $___ if purchased in volume of more than __ units
Several hundred success stories
Training on how to get the most healing now

We need:
Weekly meetings
Draft an MoU (Past Present Future)
Vision
Clarity
Set up bidirectional IP protection
Patent pending
3rd party verification
Give __ more investor presentations over webinar
Core team
Set up interim roles and business plan
One sheet summaries (investor and practitioner)
Strategy
Schedule __ live events
Upgrade existing units
Updated business plan
Agreements in place
Seed round $_______ (20% commission to cover next three months)
Build __ more units
Liability agreements
Distribute __ to reputable doctors
Organize core team
Put insurance in place -$______
Organize validation findings
Branding
Marketing literature
Build web site with investor section
Purchase orders (____+ ideally)
Get deposits on ___ units for $_____
Build ____ more units
Funder sets up monthly funding
Set up a licensing agreement for __ to __ licenses
Charge $_______ to _______ per license (discounted from _______)
B round funder $_______ to $_______
Meet with CA president of ______
Create waiting list
First sales of ___+ units
Safety testing
Recruit talent
Organize supporting teams
Create distribution channels
Full funding $__________
___ certification
Materials to produce first round
First production run
Launch celebration
Initial production and shipping
Optimize system