THE ANNUAL STRATEGIC
AND TACTICAL PLANNING WORKSHOP
Plan Your 2024 for Success while Relaxing in Vermont!
OCTOBER 4-6, 2023
Join Kristen David and Jaclyn DuBois-Zolnik for an Amazing 3-Day Workshop!
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Why do you want to be here?
In just 3 days, you can plan your entire year and be ready to take action for growth!
Your Investment: 3 Days.
The Return: Priceless.
By investing 3 days to work on your business with guidance and reality based techniques, you increase productivity and profitability and the happiness of knowing your actively creating the future you desire.
This workshop is best utilized with
an owner and an admin.
As with everything we do a “+ 1” who is connected internally with your business (a key person in your firm or a involved spouse) attends at no extra cost.
Participants will not only enjoy the fall colors and relax in the northeast but also be a part of a quiet and inspiring environment to be at your best for planning your year ahead.
You will leave with a strategic and tactical plan AND calendar events so the plan is clear to all involved.
Upon signing up participants immediately receive access to several great bonuses and a one-on-one phone call to help you plan out your next few months for immediate growth. As always we meet you where you are to grow in the way that you want to grow using the methods that work best for you and your team. .
You'll Also Receive Valuable Bonuses!
- BONUS #1: Admin Calendaring Workshop Replay – 3 hours
- BONUS #2: Marketing Calendaring Workshop Replay – 3 hours
- BONUS #3: NPS (Net Promoter Score) Workshop for Lawyers with Ryan McKeen and Kristen David
- BONUS #4: Immediate BONUS Call to help you plan out your next few months
Here's What to Expect:
Day 1:
Day 1 is filled with the elements of strategic planning to look forward over the next full year and identify goals and strategic plans to address those needs.
Using a tried and true formula Kristen uses with many of her eight and $12 million firms this breakdown gives you the guidance to strategically plan for growth, profitability, and building the culture you desire in your business.
In addition, we identify risks and opportunities for risk management to stabilize your business.
Day 2:
Day 2 is all about tactical planning. This is where we breakdown what needs to happen by quarter and by month so that you build some foundational elements that are necessary before you can build the additional layers.
This reverse engineering is where the magic brings it into a tangible plan that can be objectively monitored for progress.
Day 3:
Day 3 breaks down those tactical plans into tasks that can be delegated and calendared.
A dream is just a dream until it gets on the calendar.
Secure Your Spot Before They're Gone!
Don't miss out on this incredible workshop and time to enjoy the fall colors in Vermont
Click below to secure your spot!
I'm Ready to Join Kristen & Jaclyn in Vermont!