I have found this process very helpful for both myself and working with clients. It fairly linear but still extremely valuable. Do youself a favor and spend an entire day on it, if that's what it takes.
VISION – A DREAM WITH A PLAN – Most people don’t have visions, they have
dreams. The one-page planning document guides you to answer 7 simple questions
around your dream – Who, What, When, Where, How, Why and the always difficult
“but Should we or Shouldn’t we?” You’ll see these anchor questions at the top of each
column of the one-page planning document and bolded below to provide you a verbal
and visual clue to match the “how to” sections with the appropriate columns on the form.
One-Page Strategic Plan
The Enlightenment Intensive