For owners & accountants

Hope Is Not a Strategy: Build a System That Creates Expectation

Goals become more useful when you understand the actions that drive them, measure progress, and create time to adjust before results are final.

Jacob Schroeder, CPA2 min read

Investing time into setting your business goals and strategies is crucial, but have you built a system that ensures these goals are met?

Many business owners hope to reach their targets without building a system that makes progress visible. Hope alone gives you no early warning when assumptions change, activity falls short, or a team needs to adjust. A clear system of expectation gives you signals you can act on while there is still time to influence the outcome.

What Is a System of Expectation?

A system of expectation is a structured approach to business planning and operations. It's about understanding and measuring all the necessary inputs to achieve your goals. This system operates on the principle of causality: if certain actions are taken, they will lead to specific outcomes. It's about replacing hope with predictability and actionable insights.

Building Your System of Expectation

To construct a robust system of expectation, consider these key components:

  1. Understand Your Drivers. Identify the key factors that significantly impact your business outcomes. These could range from customer engagement metrics to production efficiency.
  2. Measure the Journey. Implement systems to track and analyze these drivers. Understanding the relationship between actions and outcomes gives you the information needed to make timely adjustments.
  3. Create Expectations. Based on historical data and analysis, establish benchmarks and targets for performance. This will help you set realistic goals and develop strategies to meet them.

The Power of a System of Expectation

A well-defined system of expectation gives you greater foresight and control. For instance, if historical data shows that 10 client contacts typically result in three sales about two months later, with an average sale value of $5,000, today's activity gives you a reasonable view of the results that may follow. Falling short on client engagement now signals a potential dip later, creating a window to adjust your approach.

The same thinking applies to workforce management. Understanding each employee's capacity alongside anticipated demand can guide hiring and workload decisions, helping you prevent overwork and preserve the bandwidth to serve new opportunities well.

The essence of a system of expectation lies in its ability to transform hope into actionable, predictable strategies. It's about making informed decisions today that pave the way for success tomorrow. By meticulously understanding your business drivers, measuring progress, and setting clear expectations, you can navigate the complexities of business with confidence and precision.

Start With One Outcome

You do not need to map the entire business at once. Choose one important outcome, identify the few activities that most influence it, and review those activities on a consistent rhythm. Ask what the current signals suggest, what assumptions may have changed, and what action is needed now.

Over time, this discipline creates something far more useful than optimism: shared expectations, earlier decisions, and accountability around the work that produces results.

Replace Hope With a Management Rhythm

Start building your system of expectation today, and step into a future where goals are not just envisioned but systematically achieved.

Jacob Schroeder
Jacob Schroeder, CPA

Co-Founder & CEO, Orca Advisor

Jacob Schroeder, CPA, is the Founder and CEO of Ascend Consulting and Co-Founder & CEO of Orca Advisor. Initially Jacob started working with business owners to assist with tax filing and compliance but found that his real passion is helping business owners scale what they are passionate about. He delivers that hands-on through Ascend, and is building Orca to redefine advisory and make it accessible to accountants and business owners at scale. Jacob holds Associate's, Bachelor's, and Master's degrees in Accounting, has been a CPA since 2013, and has served on the Intuit Accountant's Council.