Planning

Planning Sessions for Ambitious Mid-Market Companies

NEW: TRADE-WAR NAVIGATION SUPPORT
Rapidly build and execute a plan to protect or grow the business, jobs and employees, to reduce risk and position your company for success through the trade war.

FULL-YEAR STRATEGIC GROWTH EXECUTIVE PROGRAM
Build your plan and get your executive team learning and executing consistently throughout the year to grow more easily quickly, profitability and consistently, with less stress and headaches. This senior leadership team program includes a 2-3 day annual planning session, 1-2 day quarterly planning sessions and 1/2 to 1 day monthly progress reviews. (This is an exclusive program for qualified companies – limited number of slots available)

TWO-DAY SESSION - ANNUAL PLANNING
Focus and align your senior leadership team for stronger growth, profitability, predictability and peace of mind.

ONE-DAY SESSION - QUARTERLY PLANNING
Get on top of your executive team's quarterly results and accountabilities, and set up for a stronger next quarter.

HALF-DAY SESSION - FIRST STEP ASSESSMENT
Assess your senior leadership team’s people, strategy, execution and cash flow disciplines, and build a one-year roadmap to kick-start more profitable, less stressful growth.

As an objective, impartial advisor, I guide leadership teams through simple, practical and actionable tools and best practices from the powerful Scaling Up system and 7 Attributes of Agile Growth framework, covering the 7 areas every leadership team needs to collaborate on: Leadership, Talent, Strategy, Execution, Customer, Systems and Profit. This enables open, balanced discussion, joint executive development, a shared leadership language, focused decision-making, and frees up the CEO to actively participate."