Ready to Trade Your To-Do List
For A Strategy That Scales?
Ultimate Strategic Planning Workshop
Start a Growth Plan That Makes Your Goals Achievable!
Stop Carrying Your Business Plan In Your Head
What You Will Get:
- A Practical Strategic Planning Framework
- Ways to Focus on What Truly Moves the Business
- Tools to Align the Six Core Areas of Your Business
- Strategic Filter That Guides Choices, Tradeoffs, & Investments
- Lifetime Access
You Don’t Need More Goals. You Need a Better System to Reach Them.
Ultimate Strategic Planning Workshop Lessons
Overview: Ultimate Strategic Planning Workshop
- Feel less scattered by learning how to focus on what really matters in your business.
- Shift out of survival mode and start leading with clarity and calm.
- Build a planning rhythm that gives you space to grow without burning out.
Lesson 1: How to Create a Compelling Personal Vision
- Craft a 3-year and 1-year vision that aligns business growth with personal fulfillment.
- Use the “Be x Do = Have” formula to connect your mindset, actions, and outcomes.
- Discover how to make your vision tangible using all five senses and subconscious cues.
Lesson 2: Craft Your Vision to Be Bigger Than Your Fear
- Learn how your beliefs and subconscious wiring impact your ability to grow.
- Flip limiting thoughts like “I Am” to “Why Am I…” statements that reprogram your mindset.
- Use tools like RAS, repetition, and journaling to build confidence and courage.
Lesson 3: How to Conduct a Strategic Review
- Celebrate what's working using a comprehensive business review using tools like “Start, Stop, Continue, Change.”
- Uncover hidden inefficiencies and creeping expenses before they stall your growth.
- Track the right KPIs (not all the KPIs) to make smart decisions with confidence.
Lesson 4: How to Set Your Growth Targets
- Set growth goals that feel achievable, motivating, and aligned with your business vision.
- Play with small improvements in key areas to see how they compound into big results.
- Build a profitable forecast that shows you what to expect and what to invest.
Lesson 5: Determine Your Forecast & Change the World
- Explore bold, innovative ideas that could set your business apart in the marketplace.
- Identify potential disruptions to stay agile and future-proof your business.
- Create a Blue Ocean strategy to redefine your value and attract your dream clients.
Lesson 6: Explaining the 90-Day
Plan
- Break down your big, bold goal into focused quarterly initiatives and monthly actions.
- Stay motivated and on track with a system that keeps you moving forward even when life happens.
- Create just enough structure to stay accountable, without overwhelming yourself or your team.
Lesson 7: Create a 90-Day Growth Plan
- Choose your top priorities and map out exactly how you’ll tackle them over the next 90 days.
- Turn strategies into bite-sized action steps with clear KPIs, ownership, and deadlines.
- Use simple, visual tools to stay organized and keep your team aligned and energized.
Lesson 8: Crafting Your Mission, Vision & Values
- Define your mission, vision, and values so they actually mean something to you, your team, and your clients.
- Use your values to guide decision-making, hiring, and leadership across your business.
- Write statements that feel authentic and aspirational, and evolve them as your business grows.
What Others Are Saying

– Rusty
Who Benefits From This Workshop?
Choose How You Get Access
Purchase Workshop
$479 One Time
Best if you want to fix your strategic
planning process now.
All Access Pass
$750 Per Quarter
Best if you want support across every
area of your business.

