Snow & Ice Resource Center

Carve your path to success

Written by Danny Kerr | Mar 10, 2025 4:23:28 PM


Strategic planning. Don't let the fancy name scare you off. This isn't some epic novel about your business dreams. It's a down-to-earth tool to take those big ideas swirling in your head, break them into bite-sized goals, and get your team fired up to achieve them.

A clear vision is great, but without a solid annual strategic plan, your snow removal crew might end up spinning their wheels. Let's make this the season you plow through challenges and hit your business goals.

You know that feeling when you clear the last site of the day, take a step back and admire the perfect symmetry of your work? The salt is spread, the snow piles are precision-engineered, and your customers are smiling from ear to ear. Is that the crunch of snow underfoot - or is Mother Nature giving you a slow clap?

It's a rush, right? Turning a winter wonderland into safe, navigable parking lots, streets and driveways is more than a job. But when your snow removal business scales up, it can start to feel like an avalanche of staff issues and endless client demands.

And yet, deep down, you still have the vision. You know what your business could look like: organized, profitable, scalable. You just need a way to dig it out and share it with your team.

ENTER: The annual strategic plan. Think of it as the playbook for your snow season - roadmap to get your crew through the flurries and into a future where everything runs smoother.

Ready to stop winging it and start winning it? Let's get into how to create your annual strategic plan.

A game-changer

You've heard the phrase, "3Life is about the journey, not the destination," right? Well, in the snow removal game, that's terrible advice. When you're steering your business through icy terrain, knowing exactly where you're headed - and having a clear route to get there - is everything.

An annual strategic plan isn't a corporate buzzword. It's your plow for business obstacles, clearing the path toward growth and profitability.

Chunk big dreams into achievable goals. Are you thinking about where you want your company to be in five or 10 years? That vision can feel as massive as the mountain of snow blocking a cul-de-sac. An annual strategic plan helps you chip away at the dream, one year at a time.

Avoid costly missteps. On-the-fly decisions are like skidding on black ice - dangerous and expensive. A clear plan helps you make smarter choices about big moves, like investing in a new plow fleet or hiring your next all-star operator.

Break through plateaus. Has your business hit a flat stretch where every season feels like a rinse-and-repeat routine? A strategic plan can help shake things up, injecting fresh energy into your team and operations.

Maximize your crew's time. If you have 20 employees, each working 2,000 hours a year, that's 40,000 hours of productivity at your disposal. Without a plan, you might as well be letting those hours melt away like snow in the spring.

Keep the team focused. A plan with KPIs and metrics acts like a GPS for your crew. Everyone knows the goal and what it'll take to get there. And nothing motivates like watching those numbers go up.

In short, an annual strategic plan is your ultimate winter survival kit, keeping your snow removal business on course and thriving.

Creating a plan

When done right, creating an annual strategic plan can be one of the most energizing parts of running a business. Think of it as the time to step back, grab a hot drink, and dream up how you'll conquer the storm ahead. Every artist has their process - here's how to carve out yours:

Start with reflection

Before you fire up the plow, you've got to clear your mind. Take a moment (or several) to dig into these questions:

  • What crushed it last year? And what made you want to rip your hair out?
  • Did you hit your goals? Did you even set any?
  • What story does your data tell? Numbers don't lie, but they do need interpreting.

Now, zoom out a little. This isn't just about your business; it's about you. If you're not running on all cylinders, neither is your company. So, ask yourself:

  • Did I live the life I wanted last year?
  • What is my ultimate purpose as a person?

Yes, it's deep. But your business should align with your long-term vision for life, not just the next quarter's profits. This isn't the time for perfect grammar or polished spreadsheets - raw honesty wins the day.

Once you have your thoughts down, share some prep instructions with your team. Ask them to reflect on the data, brainstorm solutions, and think through initiatives ahead of time. The more they bring to the table, the better the session will go.

Break down your vision

Once you've retreated from the chaos of daily operations, it's time to roll up your sleeves and transform your dreams into something actionable. Strategic planning is like snow removal: first, you tackle the big drifts, then you clear the smaller patches, and before you know it, the whole lot is pristine.

Your why. This is your business' foundation: the values, goals, and purpose that keep you pushing through the toughest storms. Use your earlier reflection to identify these key elements:

Values. These are the guiding principles behind every decision you make, from choosing the right clients to building a strong team. Think of them as your business's moral compass. Whether it's integrity, teamwork, or delivering top-notch service, these nuggets keep you on track.

BHAG (Big, Hairy, Audacious Goal). This is your North Star, the ultimate destination. Maybe it's hitting $10M in annual revenue or building a business that lets you retire early and spend winters on the slopes. Dream big - this is your legacy we're talking about.

Purpose. Why do you do this work? Beyond the dollars and cents, what's driving you? Maybe it's creating jobs in your community, giving families peace of mind during harsh winters, or building something your kids can inherit.

The big picture

Now, zoom in a little. To reach that BHAG, what do you need to accomplish this year?

Annual goals. Lay out three S.M.A.R.T. goals that will get you closer to your BHAG. These goals should be ambitious but achievable - something you can genuinely look back on next year and say, "We crushed it!"

Annual initiatives. These are the specific actions required to achieve those goals. If the goal is to increase revenue, the initiatives might be launching a new service like sidewalk salting or investing in better equipment to handle bigger contracts.

Kick off with Q1

It's time to break the year into quarters and focus on the first 3 months. Q1 sets the tone for the year.

Quarter goals. What milestones do you need to hit by March to stay on track for your annual goals?

Quarter rocks. Break those goals into actionable steps or "rocks" that you and your team can tackle in Q1.

Rock breakdown. Assign owners and deadlines to each rock. Everyone should know what they're responsible for and when it's due.

Critical path. Lay out the sequence of tasks in a timeline to ensure everything flows smoothly. Tech tools can help you track and organize this.

Celebrate and stay inspired

You've planned the work; now, plan the reward. Motivation can waver, especially in the grueling winter. Build in some incentives to keep your team energized:

The hooray. Decide how you'll celebrate your wins. Whether it's a team outing, bonuses or catered lunch, having something to look forward to keeps spirits high.

The theme. Choose a mantra for a year - something catchy and meaningful to your team. Whether it's "Clear Paths, Clear Minds" or "3No Snow Left Behind," a theme helps keep everyone focused and aligned.

The one-page plan

Here's the kicker: your annual strategic plan should fit on a single page. Why? Because simplicity wins. A one-pager keeps you from overcomplicating things and ensures the plan is clear and sharable with your team. Include the following:

  • Your values, BHAG, and Purpose
  • Annual goals and initiatives
  • Q1 goals, rocks and key tasks

That's it. The goal isn't just to create a plan - it's to execute it. Keep it concise, actionable and inspiring.

Your annual strategic plan isn't just for you - it's for your team, your clients, and the future of your snow removal empire. Let's make 2025 your masterpiece!

Do's & Don'ts of Creating an Annual Strategic Plan

Do's

  • Go beyond numbers. Put both your heart and your mind into your plan.
  • Leave space for others. It might be your company, but it's not just about you.
  • Treat strategy like a dance. Sometimes, you need to be the one who follows.
  • Turn phones off to keep the outside world from intruding on your planning session.

Don'ts

  • Confuse strategy with tactics. You need both, but they're not the same things.
  • Celebrate too soon. Recognize milestones but save the big party until you've earned it.
  • Treat strategy work too lightly, or you'll sink your plan before it's even in motion.
  • Fire off your plan in an email with a subject line that says, "Please read."    

Danny Kerr is founder of The Breakthrough Academy, created to help you evolve from a doer of all things to a builder of smart systems and a leader of great people. Learn more at btacademy.com.