BIRMINGHAM - the owner's day for client members only

1 November 2024

FRIDAY

9 a.m.

Given the success of my last two Friday workshops, and having listened to feedback from you, I can sense that:

You enjoy the 90-day planning sessions on the Fridays - but don’t want to do that every time because there is too much repetition;
Having me on my feet and presenting - “How to sell your Business” and “Marketing Masterclass” has been very well received.

So going forward we will probably do the 90-day “magic whiteboard” planning once a year but it occurs to me that, for the Q4 Owner’s day, I really need to make absolutely sure that every member of The Extreme Business 100 has a clear plan of action, both personally and professionally, for the calendar year ahead. This will be an Owner’s only day - I want you to have the space to think critically about every aspect of your business and every person in your business and also to be able to share with the other Owners in the room. So our next Q4 Friday workshop will be:

“Getting 2025 in Gear”

Step 1 - Reflection

Highs and lows of 2024 and lesson learned
Personal SWOT analysis
Professional SWOT analysis
Tolerations
Unique Abilities
Delegation, Automation, Elimination.

Step 2 - Time

Boundaries
Your Annual Planning Process
The 7 steps to time and task management

Step 3 - Finance

Reverse engineering
Personal cash flow, targets, budgets and monitoring
Professional cash flow, targets, budgets and monitoring
Updated KPIs and benchmarks to aim at
Updated OCPSPD
ADY and production targets revisited
Pricing

Step 4 - Team

Understanding the “Who not How” Principle
Understanding the difference between Leadership & Management (and why you need both)
The Founder Styles, Karpman and Ideal Team Players revisited
Your external dream team
Your internal dream team
Team communications
The Performance and behavioural management of self-employed fee-earners

Step 5 - Action