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 2022/23 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 24, 2022
-
Introductory preparation
-
Corporate Strategy / SWOT analysis
-
Beginning with the end in mind
SESSION 2
October 8, 2022
-
Paul Chaffee and Cindy Chaffee - "Mission/Vision"
-
Strategic Business Units (SBU)
-
Intro to Traction/EOS
SESSION 3
October 22, 2022
-
Jeff Susbauer - "SBU Performance Analysis"
-
Generic competitive strategies
SESSION 4
November 5, 2022
-
John Milos, ex-CEO, Stylin' Concepts - “Three Things to Grow a Business Rapidly and Very Profitably”
SESSION 5
November 19, 2022
-
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 6
December 17, 2022
-
Winning at the point of sale, sales forecasts
-
Hal Becker - Sales & Customer Service
-
Paul Chaffee - "Net Promoter Scores" (NPS)
SESSION 7
January 7, 2023
-
Leadership development and boards
-
Deep Dive into Traction and EOS
SESSION 8
January 21, 2023
-
Human Resources function
-
Key manager selection
-
Paul Chaffee -"The Gallup 12"
-
Systems performance & Measurement Controls
SESSION 9
February 4, 2023
-
Valerie Schmitz, Kelly Day Financial Services - Personal Finance, Planning for Success
-
Strategic financial performance & financial planning
-
Guest Presenter - "Doing Business with the Bank"
SESSION 10
February 11, 2023
-
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