McBride for Business Blog

The Holistic Side of Planning

September 19, 2017 // R. Shawn McBride // No Comments »

Don’t run because I said the word “holistic.” This blog is not going to talk about doing yoga chants, or being in weird yoga positions with your team. But I am going to talk about viewing things as a whole, which I think is so critically important in today’s business world. In the earlier days of business, it was clear; there was a difference between work and home. You left your home at home, you came to work, you worked, and then you went back home. These two worlds pushed on each other, and they interfaced with each other with respect to time, but for the most part, the two worlds were separated.

We’re in a different era. Modern communication, the availability of computers, and individualization has changed this. Work and home now blend together. Beyond that, is another piece of holistic planning. When you’re viewing plans for your business and your personal life, the two need to fit together. They need to be symbiotic. They need to support one another. You don’t want to be planning for your business, completely separate from your personal plans. The two inform each other, and in this day and age, they inform each other even more.

Where do you want to be in the future of your business? What do you want your life to look like? How do you want all the puzzle pieces to fit together? This is an important question. Doing what’s best for your business in your business planning may put tension on your personal life, which may go back and harm your business. Things you want to do personally may disrupt your business plan. I encourage business owners to plan the two together. You want to be interlocking your plans, maybe doing things that make sense for both your personal life and your business life, simultaneously.

For instance, can you involve your personal interests in your business development activities? Can you do things you enjoy personally, for your business plan? Can you involve your business in your personal life? In one extreme example, I once read an article about a law partner who had dinners at home and invited her clients and contacts to join her and her family for dinner. This particular business person is combining her home life by being home for dinner with her family, and her business world by meeting and interfacing with her clients and customers. Certainly, a unique approach to the world, but it accomplished both objectives. It allowed the business to grow and continue and it also allowed the partner in the law firm to be home with the family.

How can you integrate the two? What location do you want to live in? How do want to spend your time? How do you make your business and personal lives interweave? There’s no one answer. It’s highly unique to each person, and that’s why I think we need to take a total view of your life and your business. At the fear of scaring some people, you have to be holistic. You have to take the total view of how everything fits together in your life and your world to make what you want out of your time on this planet.

What are you doing to make your life as enjoyable as possible? How are you balancing life and work and making the two interplay with each other? We enjoy hearing your thoughts and comments below.


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This posting is intended to be a tool to familiarize readers with some of the issues discussed herein.  This is not meant to be a comprehensive discussion and additional details should be discussed with your attorneys, accountants, consultants, bankers and other business planners who can provide advice for your circumstances. Each case is unique.  Past results do not guarantee future outcomes. This article should not be treated as legal advice to any person or entity. Vittorio Pellegrini.


About the Author

R. Shawn McBride is the Chief Innovation Officer at McBride For Business, LLC. His signature keynote, The 3 Laws of Empowerment, gives audiences an entertaining look at how they can prepare, plan and protect themselves. You can email R. Shawn McBride or (214) 418-0258.

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Posted In: Business, Strategy

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