Test a Plan Before You Commit Time, Money, or Reputation
Most plans fail for reasons that could have been spotted before implementation began. This quick assessment helps you test any business plan, project, change initiative, improvement idea, or decision before committing resources.
Use it to identify weak points, expose assumptions, strengthen the business case, and decide whether to proceed alone, involve others, or get professional help.
What can this plan assessment be used for?
The framework is deliberately broad. It can be used to test almost any intended business action where success depends on clear thinking, resources, behaviour change, implementation discipline, and measurable outcomes.
- Sales improvement plans
- CRM or technology projects
- AI adoption initiatives
- Training investment decisions
- Recruitment or outsourcing decisions
- Sales process redesign
- Marketing campaigns
- Business change projects
Action may be essential, yet doing things right is a waste of time if we don't first choose the right things to do. Good ideas are often acted on without enough consideration or testing.
"In preparing for battle I have found that plans are useless but planning is indispensable."
General Dwight Eisenhower - Supreme Commander of the World War II D-Day invasion.
Business is not the same as a military campaign, yet it is certainly a competitive endeavour. Every business must win the hearts and minds of its intended customers in competition with others who are intent on doing the same.
Is your plan sound? Have you tested it?
Test Your Plan
Score each statement from 1 to 10, where 1 means “not true” and 10 means “completely true”. Be realistic. The value of the result depends on honest scoring.
Whatever your score, the chart should help you see the plan’s relative strengths and weaknesses.
To improve your plan, consider the feedback for each statement. What could you do that would justify a higher score in each case?
Are you ready to hire a professional?
A professional is someone with relevant expertise in the process, situation, and purpose who can help with the forethought, planning, preparation, and execution of a plan.
Use this assessment as a framework for testing a plan or deciding whether outside help would improve the likelihood of success.
Hire a professional to:
- Complete a plan faster
- Test a plan
- Project manage implementation
- Do the work
If you need to get something done and don't have the time or resources, hire a professional. Telephone +44 (0)1392 851500. We will be pleased to discuss your needs or talk through some options. Alternatively, send an email to custserv@salessense.co.uk for a prompt reply or use the contact form here.
