A strategic plan to get from where you are to where you want to be.

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PlanKit®is the result of synthesizing business tools and organizational theories culled from over 20 years as a business consultant and teaching organizational theory as a professor at the University of San Francisco. I’ve trademarked the nine-step process that challenges individuals to move from where they are to where they want to be; to find the root cause of their torpor. The process challenges the reader to embark upon a path of self-reflection and, after the application of the nine steps, culminates in a business or personal strategic plan.

For years, I facilitated the process with business owners and individuals in sessions that concluded with their ten-year strategic plan. I have testimonials from individuals who attended seminars I conducted using the techniques included in PlanKit. Participants told me how the process changed their lives. One client came to me ten years later, she announced,

“Thanks to you, I completed my long-term goal of publishing four books of poetry!”

Of course she did the work, I simply created a framework to navigate the future she desired; to uncover the opposing forces and move her from “where she was to where she wanted to be”. Reading my book, applying PlanKit, will inspire a myriad of readers to achieve similar outcomes.

I also share my experience as a young entrepreneur and, additionally, impart a heartfelt personal journey of discovery, reflecting on my past with and without a PlanKit.  I provide the reader with real world applications of the nine-step process in a retrospective analysis of my experience as a young businesswoman. Of particular interest to women, I share my life’s plan as an independent, driven 20-year-old, and as a sage, and independent 60 year-old—before and after applying PlanKit.

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