Grow | Agile | Succeed
Strategic Planning & Business Coaching
A dream written down with a date becomes a goal. A goal broken down into steps becomes a plan. A plan backed by action makes your dreams come true.
- Have a great vision, but need help devising a road map to make it happen.
- Want to increase revenue and profitability.
- Feel like they are drowning within their own business.
- Don’t feel like they have the right team or talent surrounding them.
- Want to get ready for exit or succession.
- Want to have a lot more fun in their business.
- Want more options, so they have Freedom.
Don’t worry; there are common problems that businesses face at nearly every stage of growth. We can help! Forget the thick, dust-covered strategy plan used to level your desk or prop the door open. Strategic planning isn’t a one-time activity. Since the world is continuously changing, companies need to engage in strategic thinking and execution planning regularly. That execution planning is supported by an excellent management framework, e.g., the 7 Attributes of Agile Growth™. Your strategic plan should be a living, breathing document that creates clarity and alignment with your team and drives execution. It should be understood by everyone from senior management down to the front-line staff. They should all be able to tell you what it is, in the same clear language.
Customized Solutions
Leveraging the 7 Attributes of Agile Growth® framework and other methodologies, we will help you create a system that drives growth, generates profit, attracts great talent, and crushes its goals while allowing you to have more fun on the journey.
Our process
We will enable your leadership team to work together to build your company’s plan. For a plan to be executed, it requires three things: engagement, belief in, and accountability. If you get a plan from someone, no matter how good it is, it doesn’t have the three magic ingredients. Only by generating “their” plan will your team develop the engagement, belief in, and accountability to make it happen!
We take the role of guide, coach and teacher. Working with your team we help them build a solid foundation and a clear and differentiated strategy. We then develop the execution skills and accountability metrics to ensure it happens.
Foundation’s Day
- Meeting with Leaders
- Attributes of Growth
- Execution Habits
- Meeting Rhythms
- Project Management
- Set the Calendar
Annual Planning
- Agile Growth Roadmap
- Strategy
- Execution
- Profit
- Meeting Rhythms
- 1-2-1s
- Set the Calendar
Quarterly Cadence
- Strategy
- Priorities
- Alignment
- Issue Solving
- Team Health
- 13-Weeks Sprint
- Set the Calendar
Monthly Cadence
- CEO 1-2-1s & 911s
- Goals & Metrics
- Issue Solving
- Accountabilities
- Team Learning
- Set the Calendar
2-day annual planning session
Developing your Roadmap- Initial discovery & debrief
- Collaborative session planning
- Two-day planning session
- Focus on strategic foundations, based on your discovery
- Creation of your annual growth roadmap
Accelerator
For small businesses ready to Scale2Freedom- Initial discovery & debrief
- Collaborative session planning
- One planning session to develop strategy and road map for the year
- Monthly half-day meeting to review performance and plan for the next month
- One-day quarterly planning sessions.
- Implementation support
- Access to our online planning portal
Breakthrough
For companies looking to scale rapidly- Initial discovery & debrief
- Collaborative session planning
- Two-day planning session
- One-day quarterly planning sessions.
- Monthly leadership team coaching and advisory
- Access to our online strategic management system
Notes:
- Monthly programs pricing is based on an annual commitment.
- All programs can be customized to meet your specific needs.
- Virtual programs are available at lower costs.
I meet Marc Borelli at a Vistage event shortly after I joined Vistage. He was not the Chair of my group but that didn’t stop him from taking an interest in me and my company. Over the years I would reach out to him for advice and perspective. Several years later my Vistage Chair retired, Marc was asked to take over my group. I felt fortunate because by that time we had already developed a good relationship. I trusted his insight and feedback.
Naturally more soft spoken it never stopped Marc from asking the hard questions that needed to be ask so that we could sort out our thoughts and feelings. As a Vistage Chair he was always incredibly supportive, responsive, available, and insightful. I enjoyed his weekly newsletter and often found the articles and suggested podcast very timely. I feel that being a part of Vistage and being able to work with Marc helped my business to grow and thrive.
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