EDINBURGH - the owner's day for client members only

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

• Your 90-day goals.

By the end of this day you will have all thr tools required to make sure that 2025 can be your BYY - best year yet.

Host or Publisher Phillippa Goodwin