Strategic Planning: Essential Skills for Business and Leadership Growth
PRICING
We are confident that you will come to see the course tuition as wise investment in the future of your firm
-
Investment for the 2023/24 course is $3,995 per person
-
There is a $500 discount for members of partner organizations.
-
There is a $500 discount for each additional person from the same company. who takes the course concurrently with the first person from that company.
-
Recordings available in case you have to miss a class.
-
Participation via Zoom will also be available.
SESSION 1
September 23, 2023
-
Introductory preparation
-
What and Why - Beginning with the end in mind
-
Harold Maxfield, Cavitch, Familio & Durkin Co., LPA - “Succession Options”
-
Introduction to Traction & EOS
SESSION 2
October 7, 2023
-
Corporate Strategy / SWOT analysis
-
Paul and Cindy Chaffee - “Mission/Vision”
-
Values, Vision, Mission
SESSION 3
October 21, 2023
-
Strategic Business Units
-
Elizabeth Irwin, Irwin & Associates, CPA - “SBU Performance Analysis”
SESSION 4
November 4, 2023
-
Generic Competitive Strategies
-
John Milos, ex-CEO, Stylin' Concepts - “Three Things to Grow a Business Rapidly and Very Profitably”
SESSION 5
November 18, 2023
-
SBU competitive analysis
-
Strategies to improve competitive positioning
-
Dan Carbone, CEO, Virteom LLC - "Your Business's Online Presence and Online Sales"
SESSION 6
December 16, 2023
-
SBU strategic plans
-
Winning at the point of sale, sales forecasts
-
Hal Becker - Sales & Customer Service
SESSION 7
January 13, 2024
-
Customer acquisition and retention
-
Paul Chaffee - "Net Promoter Scores" (NPS)
-
Overcoming organizational obstacles
-
Leadership development and boards
SESSION 8
January 27, 2024
-
Implementing Strategy with EOS
-
Human Resources function
-
Key manager selection
-
Cindy Chaffee - "Growing Leaders in Your Organization"
SESSION 9
February 10, 2024
-
Systems performance, measurement & controls
-
Financial performance & planning tools
-
Putting the plan together
SESSION 10
February 24, 2024
-
Valerie Schmitz, Kelly Day Financial Services - Personal Finance, Planning for Success
-
Student presentations