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Virtual Momentum Action Plan

V-MAP

ProAdvisorDrivers (PAD) creates an interactive way to build out a living, breathing, action-oriented business plan called the V-MAP (Virtual Momentum Action Plan).

We follow a time-tested proven methodology that follows the steps below. The best practices to accomplish this full V-MAP build-out along with 100% clarity of roles are achieved through an On-Site Client Experience ranging from ½ day to 2 ½ days depending on the size complexities of the team or enterprise. For private one-on-one coaching and a team of 5 or fewer, this can typically be accomplished through virtual coaching sessions at Coach Path; however, it’s always recommended as the best practice to do this in person. Here's the step-by-step process for AAA for private one-on-one, team, enterprise, and group advising, consulting & coaching solutions starting with Awareness.

First step - Vision
1
Vision
Second step - Mision
2
Mission
Third step - Values
3
Values
Fourth step - Lag KPI's
4
Lag KPI’s
Fifth  step -Strategies
5
Strategies
Seventh step - Critical Results: Lead Indicators
6
Projects
sixth step - Projects
7
Critical Results: Lead Indicators
Pyramid black
1. Vision
To be the most sought after Advising, Consulting & Coaching Firm
2. Mission
To Co-Create an abundant life with our Coaches and Clients
3. Values
Trust
Co-Creation
Growth
Clear ROI
4. Lag KPI’s
Trust:
35 On Site Experience with clients by 12/25/24
Co-Creation:
7 new innovations for better UI/UX by 12/25/24
Growth:
Grow Coaching team to 43 by 12/25/24Grow client base to 500 by 12/25/24Grow revenue by 75% by 12/23/24
5. Strategies
Trust:
Leaders to run experienceLeverage experts to shareAdvance training weekly
Co-Creation:
Start up new Triad’sNews letters weekly from teamValue add content on all social media channels
Growth:
Selection process in placeLeverage LinkedInBring on 3 new leadersBring on Lead Generation partnerLeverage the Ideal Client WOW model
6. Projects
Trust:
3 New leaders in place for selection by 6/15/24
Schedule on Sites for July 1st and Nov. 5th
Track the WOW in PAD starting June 1st 2024
Co-Creation:
Kick off new triads by June 1st
Growth:
Selection process in place by June 1st
7. Critical Results: Lead Indicators
Trust:
Rich: Connect w/ Aimee 1x per week regarding on site prep
Review wow list 1x wkly
Connect w/ coaches to learn what’s important to them 3x wkly
V-Map
1
Vision
1. Vision
To be the most sought after Advising, Consulting & Coaching Firm
2
Mission
2. Mission
To Co-Create an abundant life with our Coaches and Clients
3
Values
3. Values
Trust
Co-Creation
Growth
Clear ROI
4
Lag KPI’s
4. Lag KPI’s
Trust:
35 On Site Experience with clients by 12/25/24
Co-Creation:
7 new innovations for better UI/UX by 12/25/24
Growth:
Grow Coaching team to 43 by 12/25/24Grow client base to 500 by 12/25/24Grow revenue by 75% by 12/23/24
5
Strategies
5. Strategies
Trust:
Leaders to run experienceLeverage experts to shareAdvance training weekly
Co-Creation:
Start up new Triad’sNews letters weekly from teamValue add content on all social media channels
Growth:
Selection process in placeLeverage LinkedInBring on 3 new leadersBring on Lead Generation partnerLeverage the Ideal Client WOW model
6
Projects
6. Projects
Trust:
3 New leaders in place for selection by 6/15/24
Schedule on Sites for July 1st and Nov. 5th
Track the WOW in PAD starting June 1st 2024
Co-Creation:
Kick off new triads by June 1st
Growth:
Selection process in place by June 1st
7
Critical Results: Lead Indicators
7. Critical Results: Lead Indicators
Trust:
Rich: Connect w/ Aimee 1x per week regarding on site prep
Review wow list 1x wkly
Connect w/ coaches to learn what’s important to them 3x wkly
2. Mission
To Co-Create an abundant life with our Coaches and Clients
3. Values
Trust
Co-Creation
Growth
Clear ROI
4. Lag KPI’s
Trust:
35 On Site Experience with clients by 12/25/24
Co-Creation:
7 new innovations for better UI/UX by 12/25/24
Growth:
Grow Coaching team to 43 by 12/25/24
Grow client base to 500 by 12/25/24
Grow revenue by 75% by 12/23/24
5. Strategies
Trust:
Leaders to run experienceLeverage experts to shareAdvance training weekly
Co-Creation:
Start up new Triad’s
News letters weekly from team
Value add content on all social media channels
Growth:
Selection process in place
Leverage LinkedIn
Bring on 3 new leaders
Bring on Lead Generation partner
Leverage the Ideal Client WOW model
6. Projects
Trust:
3 New leaders in place for selection by 6/15/24
Schedule on Sites for July 1st and Nov. 5th
Track the WOW in PAD starting June 1st 2024
Co-Creation:
Kick off new triads by June 1st
Growth:
Selection process in place by June 1st
7. Critical Results: Lead Indicators
Trust:
Rich: Connect w/ Aimee 1x per week regarding on site prep
Review wow list 1x wkly
Connect w/ coaches to learn what’s important to them 3x wkly
Vision

The end point or future where you are going to take the business.

Resource Tool Utilization:

  • Utilize the Vision, Mission, and Values Tool with a sample
  • Leverage the plug & play Vision, Mission, and Values resource.
  • V-MAP Template resource
  • V-MAP within ProAdvisorDrivers.com
ProAdvisorCoach Vision Mission
Mission

Your “rally cry” -- what makes you/your organization unique for your Ideal Clients, Partners, and Affiliates

Resource Tool Utilization:

  • Utilize the Vision, Mission, and Values resource
  • V-MAP Template resource
  • V-MAP within ProAdvisorDrivers.com
  • Leverage the MindScan results from those with High Empathy Clarity to maximize potential
Values

The core pillars you hold as the most important driving forces for you and your business; your deepest convictions about how things should be accomplished as an organization.

Resource Tool Utilization:

  • Vision, Mission, Values resource
  • V-MAP Template resource
  • V-MAP within ProAdvisorDrivers.com
Resource Tool Utilization:Vision, Mission, Values resourceV-MAP Template resourceV-MAP within ProAdvisorDrivers.com
KPIs / Lag Indicators
KPIs / Lag Indicators

KPI Lag Indicators measure the Big Rocks that measure your success. KPI Lag Indicators should be SMART: Specific, Measurable, Action-based, Realistic, and Time-based/timely.

Resource Tool Utilization:

  • Lag, Lead, Lift template (Specifically Lag Indicators)
  • V-MAP Template resource
  • V-MAP within ProAdvisorDrivers.com
Strategies

Flushing out all the potential strategies within the "parking lot" before prioritizing and moving the most valuable ones to "projects"

Resource Tool Utilization:

  • Leverage your MindScan results. Ask someone with “High Clarity” in Practical thinking per the MindScan results to maximize your potential strategy options.
  • Utilize the Abundant Deserving Farmer Exercise to uncover all the potential strategies.
  • V-MAP Template resource
  • V-MAP within ProAdvisorDrivers.com
  • Drag and drop the highest value-added strategies within the ProAdvisorDrivers.com Nerve center
Strategies
S.M.A.R.T. best practices: Specific, Measurable, Action-based, Realistic, and Time based/timely.
Projects

Also called the Lift Indicators because these represent the active projects that lift everything else up. They reference the best strategies that turn into “Projects” with interrelated tasks and roles to be executed over a defined period of time with a specific budget associated. Projects follow the S.M.A.R.T. best practices: Specific, Measurable, Action-based, Realistic, and Time based/timely.

Resource Tool Utilization:

  • V-MAP Template resource
  • V-MAP within ProAdvisorDrivers.com
  • Leverage MindScan from those with High Clarity in “Structured Thinking”
Critical Activities

Two types of primary Critical Activities to focus on by role include “Lead Indicators” referring to the controllable and consistent weekly activities and Critical Activities that are part of the “Lift” one-time Critical Activities.

Resource Tool Utilization:

  • V-MAP Template resource  
  • V-MAP within ProAdvisorDrivers.com Nerve Center. 
  • Lag, Lead, Lift template (Specifically Lead and Lift Indicators)
Lead Indicators

The consistent critical activities by role that happen every week consistently over a 12-week periodization timeframe. For successful 12-week gamification cycles, prioritize the tracking of the most important 3-5 key Lead Indicators that must happen consistently every week. Remember, less is more and consistency is key!

Resource Tool Utilization:

  • V-MAP Template resource 
  • V-MAP within ProAdvisorDrivers.com  
  • Leverage MindScan from those with High Clarity in “Structured Thinking”
Lift Indicators

Refer to the one-time critical activities that lift everything else up. Advanced gamification may include moving from Lead indicators to Sweet Spots.

Resource Tool Utilization Advanced: 

  • Sweet Spots Analysis as part of the ProAdvisorDrivers.com Nerve Center to ideally focus on moving from Lead Indicators to Sweet Spots (Intersection of Passion, Purpose and Profit) 
  • Tyranny of the Urgent video  
  • Tyranny of the Urgent Illustration Rings of Complexity.
As Critical Activities and Projects are complete, it’s easy to view them from any angle to include pending (parking lot), in progress, and complete at any time with one simple click. Now, you have easy access with the ability to dive deeper into details by player, role, team, division,  and organization. We call this Avatar Health, creating easy visibility to know at all times if you and your team are winning or losing in 3 seconds or less.

ProAdvisorDrivers helps you track, manage, and find success in your…

Cultural Transformation
  • Vision Casting
  • Connection, Collaboration & Co-Creation
  • Maximize Strengths, Manage Potential Weaknesses
  • Long-term sustainability
Career & Life Transition
  • Life 360
  • Financial Stability
  • Work-Life Balance
  • More Time, Money & Fun
Leadership Development
  • Strategic Planning
  • Empowering Your Team
  • Coaching & Mentoring Best Practices
  • Effective Communication Development
  • Priority Management
Team Engagement & Alignment
  • Co-Creation of Vision (moving from accountability to ownership)
  • Clear Definition of Roles
  • Performance OVER Presence
  • Maximize Strengths, Manage Potential Weaknesses
Business
Development
  • Revenue Growth
  • Lead Generation
  • Ideal Client Clarity
  • WOW Your Clients & Most Important Relationships
  • Favorable Introductions
  • Areas of Focus for Maximized Growth