Leadership Team Workshops

Gain the Competitive Edge with Insightful Workshops Tailored for Starting and Growing Companies

With over two decades of running my own successful company and managing diverse teams, I bring unparalleled expertise to my workshops designed to empower entrepreneurs at every stage of their journey.

Whether you’re just starting out or looking to scale your business, my series of workshops cover essential topics including strategic planning, effective leadership, financial management, and sustainable growth strategies. Through interactive sessions, practical exercises, and real-world case studies, participants will gain invaluable insights and actionable strategies to overcome challenges, seize opportunities, and achieve long-term success.

Don’t navigate the entrepreneurial landscape alone – join me and fellow business leaders on a transformative journey to unlock your full potential and thrive in today’s competitive market.

Listed below are a series of Workshop Options that I am able to facilitate.  All topics are applicable for starting/growing companies. If there is another topic that your organization is interested in, please let us know, as we are happy to create a custom workshop.

Strategic Planning – One Page Strategic Plan
Duration: 8 hours, Workshop Format

This session will review the 4 Decisions critical to grow a business profitably: People, Strategy, Execution and Cash – and the KPIs to measure. Each company will set Annual and Quarterly Priorities for their company during the workshop.

Discover Your Company’s Core Values
Duration: 4 hours, Workshop Format

This session is about how to establish Core Values for your company. Understand what Core Values are, and why they are a Strategic Building Block for your company. Using a “Mission from Mars” activity, discover the Core Values for your company.

Business Model Canvas
Duration: 8 hours, Workshop Format

This session is about identifying the 9 building blocks of your business model, with special focus on Customer Segments and Value Proposition. Using the Strategyzer tool, Business Model Canvas, each company will complete a Business Model Canvas during the workshop, and will identify a Building Block that your company can focus on over the next 90 days.

7 Stages of Growth
Duration: 3 hours, Interactive Presentation Format

Learn about the 7 Stages of Growth that companies go through, the 3 Barriers to Growth and identify the challenges of each Growth Stage.

Cash Acceleration Strategies
Duration: 3 hours, Workshop Format

This session is about how to improve cash flow in your business. Using a tool from Scaling Up, companies will identify 1-4 ways to improve cash flow.  Understand the 4 key cycles of your business that make up your cash conversion cycle. Identify ways to shorten key cycle times to improve cash flow.

Cash and the Power of One
Duration: 4 hours, Workshop Format

This session is about how to improve cash flow in your business. Understand the four critical decisions you need to make to grow your business profitably. Understand the 7 levers that can dramatically affect the cash flow in your business. Understand different pricing strategies that can drive top-line growth and improve your bottom line.

Functional Accountabilities
Duration: 4 hours, Workshop Format

This session is about identifying person accountabilities for key functions of your business. Understand the key functions of your business, and the standard KPIs. Complete a Functional Accountability Chart (FACe) for your company. Establish 1-2 KPIs for each function of the company, and identify who is accountable for the KPI.

Job Scorecards
Duration: 4 hours, Workshop Format

This session is about learning what Job Scorecards are, and creating a Job Scorecard for one (1) position in your company (as an example). Understand the difference between job descriptions and scorecards. Complete a sample job scorecard for (1) position in your company. Learn the best practices / uses of how to manage people with a job scorecard.

StrengthFinders – Overview of Team Dynamics
Duration: 8 hours, Workshop Format

Using Gallup’s StrengthFinders Assessment, learn about your individual strengths, and how to manage to a person’s strengths.  Understand how to read and validate your StrengthFinders assessment. Understand the 4 Domains of Leadership. Understand what people look for in a Leader, and how to Lead with People’s Strengths. Gain insight into your team’s Strengths as a whole.

Company Dashboard Key Performance Indicators (KPIs)
Duration: 4 hours, Workshop Format

This session will focus on how to create a Company Dashboard to monitor the health of your company. Learn about the 6 different areas that your Company should monitor, and sample KPIs that you could be tracking on an ongoing basis. Identify best practices to run your company with data/facts.

Executive Team Meeting Rhythms
Duration: 4 hours, Workshop Format

This session will focus on the different meeting rhythms your company can adopt (dailies, weeklies, monthlies, quarterlies and annual planning sessions). Identify best practices to running your meetings more effectively. Learn about the different meeting rhythms, purpose of each, with standard meeting agendas.  Standard templates for meeting rhythms will be provided.