Planning can be confusing and difficult to ensure that everyone is on the same page and understands what everyone is trying to achieve. Terminology matters, as this might be where the confusion starts. So let’s try and clarify that there are 4, maybe even more, but let’s start somewhere, levels of Planning.

1. Strategic Planning — Setting the Destination

Strategic planning defines the organisation’s future direction. It establishes long‑term purpose, vision, strategic pillars, and the non‑negotiables that guide decisions. This plan provides guardrails and clarity on the future being built, without detailing actions.

2. Business Planning — Turning Vision Into a Roadmap

Business planning translates the long‑term strategy into a practical roadmap for the next 12–24 months. It prioritises initiatives, sets financial and operational targets, and allocates resources to ensure focus.

3. Operational Planning — Making the Work Happen

Operational planning focuses on day‑to‑day execution. It outlines workflows, responsibilities, process improvements, and the rhythms that ensure consistent delivery across the organisation.

4. Individual Planning — Giving Every Person Line of Sight

Individual planning aligns personal goals, KPIs, and development priorities to the broader organisational plans. It creates clarity, accountability, and ownership at the individual level.

How They Link Together -

Together, these layers form a connected system that ensures alignment, clarity, and confident execution. You have everyone on the same page, understanding how it all fits together and their part of the puzzle.

If you would like to discuss more please reach out as we assist in all types of planning or giving you tips and tools to help every individual in your business from Strategic Planning all the way down to the individual planning. We have workshops, we have one on one coaching, we do programs and we have a community of people all doing the same thing and you can join our clubs that help us all grow together in this space. No matter what stage you’re at or what help you need, we have a solution for you, so you can continue to grow your business with confidence and support.

Contact our team today.