Description
Description:
Take a break from the daily grind to REFLECT, STRATEGIZE, and PREPARE-this hands-on planning experience equips business owners and departmental leaders with the clarity, tools, and accountability needed for a high-impact year. Whether you're launching a new venture, scaling, or reinvigorating your existing business, this structured session will kickstart your 2026 planning with clarity and confidence.
What We'll Cover:
1. Assess the year past: Pre-work and guided analysis to uncover what worked, what shifted, and where the gaps were in 2025.
2. Strategize for what's ahead: Use data-informed tools and templates to define your key goals, sales targets, and critical tactics-including marketing strategy honesty check.
3. Map your action plan: Develop a roadmap of initiatives, timelines, and accountability structures for the next 12-18 months-built collaboratively during focused work time.
4. Connect with peers: Network and share insights alongside other leaders navigating similar challenges.
5. Refresh & reset: Learn tactics to care for yourself as you grow-because sustainable leadership takes joy and balance.
What’s Included
Pre-Work & Core Planning
- Extensive pre-work to assess the previous year’s goals and outcomes
- Tools, templates, and processes to design an effective and actionable plan for the next 12 months and beyond
Coverage of all core planning aspects:
- Business Assessment
- Visioning
- Goal Setting
- Sales & Marketing
- Finances
- Operations
During the Workshop
A professionally facilitated workshop allowing you the time and support you need to dig deep
An assessment of your business’ performance in 2025
A refreshed and clear perspective about what your business needs from you (and your team) in the coming year
A draft of your sales goals for 2026 and a solid start to your action plan to reach those goals
A clear understanding of which marketing tactics are working—and which are wasting your time and money
A defined marketing strategy with both short- and long-term goals, plus the tactics to get it done
Clarity on the areas you need to focus on and continue building a plan around for 2026 after the workshop
Meaningful connections and support from other business owners experiencing shared challenges
New tips and tricks to take care of yourself as you run and scale your business
Extras
- Beverages and snacks provided throughout the day (lunch break on your own in Town Center)
- $100 off any Business Coaching Power Session in 2026!
This is not a motivational keynote-it's a dive-in, roll-up-your-sleeves workshop. Leave with your draft goals, solid strategies, and a clear implementation plan ready to activate.
Location
Featured Events
03/07/2026, 2:00 pm - 03/08/2026, 4:00 pm
Sleeping Beauty with the Bozeman Symphony, conducted by Norman Huynh
