In this episode of Coffee Break With Jake, we're talking about the power of strategic planning and why it matters at every level of your business. Whether you’re leading a team or just trying to keep your head above water as a business owner, this conversation sheds light on why good planning is essential.

We explore everything from annual and quarterly planning cycles to leadership development, technician pipelines, and the danger of unspoken expectations. Hear how other security professionals are setting realistic, actionable goals, sharing financial data with their teams, and building cultures of accountability that lead to real results.

✅ Why small business owners must pause to plan
✅ The concept of “Big Dot” goals and how to align your team to them
✅ The danger of unspoken expectations (and why they sabotage your team)
✅ How to structure succession planning and grow internal leadership
✅ Practical examples of goals that missed the mark (and how to recover)
✅ Why apprenticeship programs are a long-term win for service tech shortages
✅ The difference between stretch goals and unrealistic ones (and how to motivate your team)

Coffee Break With Jake is recorded live every Friday at 11am ET. Join us live or register to attend at https://go.ssandsi.com/coffeebreak