Workshops 
What you’ll learn:
Ready to get everyone on the same page? Things need to be written down to make sure everyone understands the plan. This workshop will help by guiding everyone through the essential 7 P’s of success:
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Policies: Create the four key policies every business needs to operate smoothly.
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Purpose: Define your business’s goals and objectives to serve both customers and owners effectively.
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Picture: Develop a strategic vision that aligns everyone with your business’s goals.
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Plan: Build a detailed strategy with an actionable timeline to drive success.
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Positions: Clarify roles and responsibilities to ensure clear expectations and avoid conflicts.
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Procedures: Draft essential processes to optimize operations and boost profitability.
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Path: Plan for succession to ensure a seamless transition and secure a lasting legacy.
Participants will also be introduced to a simple and effective tool to guide their succession and estate planning. Join this workshop to establish a strong, unified foundation for your business’s future.
