McBride for Business Blog

Why You Need a Planning Partner 6 Key Traits to Look For

November 8, 2016 // R. Shawn McBride // No Comments »


At McBride For Business, LLC what we discuss with business owners is to have a third-party involved in the planning of your business. Planning is complex and needs to be done correctly because it is so fundamental to the business process; it is one of the most important things you can do in the life of your company. As a business owner, you must make sure you have the correct plans in place and everyone is executing those plans at the same time. In doing so, you can better get to where you want to go.  After all, if you don’t know where you are going, which way you go, doesn’t matter much; as we learned in Alice in Wonderland.

Since, planning is so fundamental to the business process, why wouldn’t it be an internal role in the company? Our years of experience have shown that having somebody who is outside the company, who can add a fresh perspective, who can take away the cultural norms; can cause the company to be more proactive about planning by looking at the business holistically, and challenge assumptions. This outside person can remove ‘group think’ and add tremendous value to the company. There are few things in your business life that you will do that are more valuable than doing solid planning for your future.

You should consider getting an outside perspective; someone who is going to help you reach the next level. What you want from an outsider’s perspective is someone who is going to help you plan. Look for the following types of qualities:

  • You want someone who is objective.
  • You want someone who is clear about where they are going.
  • You want someone with experience and who understands the planning process.
  • You want somebody tough; someone who can challenge you and your team to make sure your plans really work.
  • You want somebody who has seen a lot of situations; someone who can help you insert additional what-ifs with your plans that can help run scenarios.
  • Most importantly, you want somebody who is going to force you to think through the process; think about where you are going and to think about contingencies.

At McBride For Business, we find that most companies benefit from having somebody on the outside who can help work through the process. Someone who is looking at the whole array of possibilities, to make sure your business doesn’t get stuck in a narrow path. Someone who can make sure you are open to new possibilities and provide insight on direction as the planning process and opportunities reveal themselves.

If having a planning session on implementing a customized set of business solutions; plans that show what your company is capable of becoming, then please contact us.  We can discuss all the ways to execute and plan a process for a business you can be proud of.

How have you used a third party to help with planning? Please share with us in the comments below. We’ll enjoy discussing them with you.


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.  This article should not be treated as legal advice to any person or entity. Stefan Klabunde.


About the Author

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 reach R. Shawn McBride at or (214) 418-0258.

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Posted In: Business, Growth, Management, Strategy

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