Strategic Planning Retreat for Business Owners – Quarter One

Each year I start 3 new groups for business owners. These groups meet once a quarter for a Strategic Retreat. This past week I started a new group with some great business owners from Sugar Land and Katy, Texas. But what do business owners do on a full-day, strategic planning retreat?Organizational Chart, 5 major business systems We have an 8-quarter process that we take business owners through. We call this the Strategic Mindset Process.® Our process includes eight strategic retreats. Here are some of the things we work on in quarter one. First, we talk about the big picture of their business and their life. I introduce them to the 5 Components of a Turnkey Business. I encourage them to start organizing their businesses around these 5 major systems, as we will be developing them and building them out over the course of the 8 quarters. personal productivityWe also begin to focus on some of the key concepts that we will be working on through the day and throughout the entire process.  These key concepts are:
  • Productivity
  • Leverage
  • Effectiveness
  • Efficiency
  • Strategic
We talk about what each of these concepts mean in the context of their businesses.  We also start driving down on issues related to personal productivity. A strategic planning retreat is important for becoming more effective and efficient. business owner mindsetOne of the big issues we start talking about is mindset! Every business owner struggles at some point with fears and limiting beliefs. We talk about the Law of Concentration, the Law of Attraction, and the Law of Belief. It is absolutely essential that business owners have the right mindset to grow and enjoy their businesses. So a strategic planning retreat is not only important for business growth but for personal growth as well. We cover many more things throughout the course of the day. However, one of the most important things we do is guide these business owners through our 5-Step Strategic Mindset Process®. At the end of the day they have a written plan for the next 90 days that will help them not only grow their businesses, but also provide them with a tool to stay focused, productive, and strategic. It is exciting to watch them leave after a long day of strategic thinking. They are exhausted but emotionally charged to take their businesses to a new level. Much more could be said but I hope you get a picture of what can happen for YOU as a business owner. In future strategic planning retreats we will dive deep into more issues including the 5 major systems of their business. At the end of the process each of these business owners will be well on their way to having a turnkey business that can run practically without them! Ultimately, owning a business should be about fun, freedom, and wealth creation. We want our clients to not only build a great business, but more importantly, to build a great life! For more information contact us. We will be happy to provide you with a complimentary strategy session to help you focus and grow your business.


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