I never planned to become an expert in strategic planning. My life, like so many others, was a juggling act—a full-time career as a defense contractor, working on my Master of Science in Management, teaching undergraduate classes to night students, and trying to be fully present as a father and husband. My days were an endless cycle of responsibilities, and in those moments, strategic planning was nothing more than a subject in a textbook, another concept to be studied and applied in hypothetical case studies.
Like many, I believed that working harder was the only way forward. My calendar was packed, my energy stretched thin, and the thought of taking time to plan felt like a luxury I couldn’t afford. But chaos was taking its toll. The more I tried to keep up, the more I felt like I was barely treading water. It wasn’t sustainable.
At the same time, I had a front-row seat to the struggles of small business ownership. I watched my parents and uncles pour everything into their businesses, working tirelessly yet often just scraping by. Despite their dedication, long-term success seemed elusive—not because they lacked drive, but because they lacked the right tools. Later, I would experience these same struggles firsthand in my own businesses. I knew there had to be a better way.