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 2021/22 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.

  • Receive full credit for your Zoom tuition against the cost of the 2021/22 classroom based course.

  • Recordings available in case you have to miss a class.

SESSION 1

September 25, 2021

  • Introductory preparation

  • Corporate Strategy / SWOT analysis

  • Beginning with the end in mind

SESSION 2

October 9, 2021

  • Paul Chaffee and Cindy Chaffee - "Mission/Vision"

  • Strategic Business Units (SBU)

  • SBU performance analysis

SESSION 3

October 23, 2021

  • Generic competitive strategies

  • Comparative competitive strategies

  • Strategies to improve competitive positioning

SESSION 4

November 6, 2021

  • SBU strategic plans

  • Content marketing presentation

  • Fall social gathering in the evening 

SESSION 5

November 20, 2021

  • John Milos, ex-CEO, Stylin' Concepts - “Three Things to Grow a Business Rapidly and Very Profitably”

SESSION 6

December 18, 2021

  • Sales forecasts

  • SBU customer acquisition plans

  • Sales techniques to improve sales growth

  • Paul Chaffee, Software Answers, "Net Promoter Scores (NPS)

SESSION 7

January 8, 2022

  • Corporate life cycle

  • Leadership development and boards

  • Building effective organizations

SESSION 8

January 22, 2022

  • Human Resources function

  • Key manager selection

  • Paul Chaffee -"The Gallup 12" 

SESSION 9

February 5, 2022

  • Management systems

  • Strategic financial performance & financial planning

  • "Doing Business with the Bank"

  • Putting the plan together

SESSION 10

February 12, 2022

  • Jim Aussem, Esq., Partner, Cavitch, Familio & Durkin Co., LPA - "Succession Options" 

  • Personal financial planning for success

  • Building value in your company

  • Ownership/leadership succession

  • Graduation

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