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.

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

  • Participation via Zoom will also be available.

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)

  • Intro to Traction/EOS

SESSION 3

October 23, 2021

  • Elizabeth Irwin, Irwin & Associates, CPA - "SBU Performance Analysis"

  • Generic competitive strategies

SESSION 4

November 6, 2021

  • Comparative competitive strategies

  • Strategies to improve competitive positioning and SBU strategic plans

  • Dan Carbone,  CEO, Virteom LLC - "Your Business's Online Presence and Online Sales"

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

  • Winning at the point of sale, sales forecasts

  • Hal Becker - Sales & Customer Service

  • Paul Chaffee - "Net Promoter Scores" (NPS)

SESSION 7

January 8, 2022

  • Leadership development and boards

  • Deep Dive into Traction and EOS

SESSION 8

January 22, 2022

  • Human Resources function

  • Key manager selection

  • Paul Chaffee -"The Gallup 12" 

  • Systems performance & Measurement Controls

SESSION 9

February 5, 2022

  • Guest Presenter - Personal Finance, Planning for Success

  • Strategic financial performance & financial planning

  • Guest Presenter - "Doing Business with the Bank"

SESSION 10

February 12, 2022

  • Putting the plan together

  • 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