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Shifting

Gears LEADER’S BUSINESS PLAN


(An output of Shifting Gears)

I. Branch/Team’s Description (Introduction)

II. Goals, Vision, Mission and Values

Goal – this is your SMART goal

Vision – is the end state, what you want your team to be or to be known as. (WHAT)

Mission – is your team’s reason for being or existence. (WHY)

Values – are the guiding principles that each planner/leader will adhere to in decision making and
modelling or pursuing certain actions. Please state clearly how you will exemplify each value.

GOAL

VISION

MISSION

VALUES

Elite Leader Development: Shifting Gears


III. Recruitment and Selection

Source of Recruit
Profile of Recruit

Interview Guide
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Promotion

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Elite Leader Development: Shifting Gears


IV. Training & Education

These are the training and education plans you have for your planner to develop them.

Onboarding Trainings (Internal) External Trainings & Certification

V. Promotion and Incentives

Instructions: What incentive programs will be available for your team?

Company Initiated Leader Initiated

VI. Financial Management

Budget Expenses

Elite Leader Development: Shifting Gears


VII. Document and Monitoring

Elite Leader Development: Shifting Gears

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