Business Plan

How to model our business idea

We usually hear in business meetings that we must prepare the “business plan” for the quarter, semester or year. It is heard as something known and processed, but in practice and with the dynamics of current times, this guideline or north that should guide the work of sales is often forgotten because it is elaborated in a complex way.

The business plan must be simple to review and control and totally transversal not only to the sales people, but to the whole company so that there is an integral culture towards the customer.

What elements should be included in this plan?

The most important is the determination of the real added value that the final customer receives from our services or products, what is/are the critical variable(s) that differentiate me from the competition and make what I offer attractive to the consumer?

This aspect, together with eight additional parameters, makes it very simple and easy to explain to the entire company what makes us so special.


There is a methodology that we always suggest to address this issue called Canvas as a tool for planning, analysis, study and presentation of Business Model. It was developed in 2011 by Alexander Osterwalder and Yves Pigneur in the book Business Model Generation, where they analyze the different types of models and which one is best to use in each case. This philosophy simplifies the business into 4 major areas: customers, supply, infrastructure and economic viability in a box with 9 divisions.

The way to fill these tables is with an open participation of the direct members and sometimes with some indirect ones that bring balance to the answers. Each person responds to what he/she believes is consulted in each table in a personal way on a sheet that is then handed to the person who directs the process and that is added to everyone’s answers. Along with this comes a dialogue of argumentation as to why each answer is thought to have merit.

Team participation enriches the vision and the construction of the Business Plan.

It is precisely this dialogue that is most valuable of all, because there are pictures that are very simple, but others in which totally opposite positions can be determined that end up answering concerns as to why certain strategies have not worked in the past. This is because the arguments that sales people make may be unexpectedly different from anything that is promulgated as a company ideal.

The clearest example of this is in the added value that we think our services or products have, here we usually hear arguments related to higher or lower price, better service, quality, response time, etc. when in practice management has sent signals in another direction.

Model Review Period

By generating these charts from which you can get some very famous ones on the internet about netflix or airbnb for example, variables have appeared that indicate that we should have more than one canvas board because there are services or products that have different characteristics and it could have happened that we have only one message for the whole portfolio. For this reason, and according to the dynamics of market rotation in which we are, it is suggested to perform this vision at least once a year to see if our value to the customer still applies or if it should be improved or adapted in form and substance.

You must first ask yourself who are your customers? It seems simple but clearly it is not, you must segment. You need to be clear about the relationship and the channels you will use with them, what will be the added value to deliver, what activities and resources you will need to deliver this value, what alliances you should count on for this and of course how much it will cost and how you will have the income. All this is a single table or chart in a simple, self-explanatory and measurable way.

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Personal Shielding and Quality of Life

To be healthier and have more time, to get closer to themselves without allowing external irruptions of any kind.

At first sight the word personal armor gives us an idea of being protected, safe, calm, it generates the sensation of having an armor to repel problems, if we speak militarily it is an idea of fortress created to keep away unforeseen attacks and to be able to maintain the essential resources to the interior, the clear roads for the transit of our necessities and commerce.

For many years I have used this concept (shielding) associated with business, with the idea that our clients manage to create that strength around them and be able to anticipate weaknesses and unforeseen events, starting from the economic resources that are like the fuel needed for any machine to work what is mentioned as a financial shielding, then towards the order and structure that we must have so that entropy does not waste the resources, which we have called management shielding, and finally the correct maintenance with global governance through laws and taxes, which comes to be the patrimonial shielding. And this is part of a model that works and will continue to work, but what about personal shielding, as a quality of life approach?

Today we are in a change of paradigms at a planetary level that has come to rescue from the bottom of the past priorities, vital elements that in the madness of the exitism at any price that proliferated in education and markets were postponed.

In education, vital courses for deep reasoning have been eliminated, philosophy, art, civic education have been avoided and with this the great teacher of truth today is the media, “an ocean of information one centimeter deep” that stuns us without filters to think and reflect on the basis of fundamental value principles.

Personal shielding and quality of life

Today, it is not enough to have our businesses “armored” if we do not build a “personal armor” in people, with a view to quality of life. The role of the person enters vehemently to tell us that there is no point in so much external success if people do not have internal and external quality of life, if we are preying on our brains and hearts with vain and often even ill-intentioned information, and if we transform the environment into a warehouse of inputs to create our reality.

This is why the concept of sustainability must be a return to the origin, to a balance that cannot be postponed. If we take on our businesses in an integral way, shielding people as the first element, we will have everything that academics have been writing about for years, committed teams, high efficiency, creativity and that mystique that gives positive performance.

Personal Shielding arises from a transmutation of mineralized elements in our psyche into new and subtle ones that generate orchards of ideas and superior quality of life.

Global Consciousness

The road has just begun for this global awareness, but the new generations, with their pros and cons, come with a different set-up, closer to questioning why things are done? To be healthier and have more time, to get closer to themselves without allowing external irruptions of any kind. Being a leader of new generations requires to have internalized this personal shielding that they demand, and the best way to do this is to begin to assume it, a lot of reflection of the eternal questions, why do I do this? Am I in what I want? What do I do with my time? Answering this is not simple, but it is part of human nature to determine your answers and not just from market and business sources.
The world has changed as the experts say, there will be no return to “business as usual”. So everyone is invited to join the life model, welcome to Personal Shielding with an eye towards quality of life.

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