Starfish Coaching · Training Programs
Quarterly and annual planning · Business coaching for design and construction owners
Plans do not fail at the writing stage. They fail in month four, when everyone is busy and nobody has looked at them since. Facilitated sessions with your leadership team keep the plan in front of them, every ninety days and once a year.
The fix is not a better document. It is a rhythm: a regular day on which your leadership team looks at the plan again, honestly, and decides what happens next.
That is what these sessions are. They are one of my training programs, which build something specific into your business, a system, a skill or a way of operating, so that it is still there when the program ends. Here the thing built in is the planning rhythm.
Every ninety days I facilitate a full day with your leadership team. The day runs in this order.
Your leadership team and I look at the last quarter as it really went.
The team decides what matters most for the next ninety days.
The day ends with commitments about what happens next, so the plan is not left unread until month four.
Once a year there is a longer session, and its purpose is to set direction.
Here is how planning connects to the rest of the work.
Quarterly and annual planning is $3,500 to $5,000 per session. To find out where in that range your session would fall, book a planning session and I will talk it through with you.
Tell Eric which session you are asking about and who would be in the room. He will come back to you personally.
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They are facilitated sessions with your leadership team. Every ninety days there is a full day to review the last quarter honestly, reset priorities and commit to what happens next. Once a year there is a longer session to set direction.
Quarterly and annual planning is $3,500 to $5,000 per session. To find out where in that range your session would fall, book a planning session.
Eric offers them to graduates of the Self-Sustaining Business Program, and to former advisory clients who have stepped back from the monthly relationship but want to keep the rhythm. If you have not worked with Eric before, the Business Health Check is the place to start.
Your first quarterly planning session is included in the Self-Sustaining Business Program, which costs $25,000. After that, most clients keep Eric coming back every ninety days, and this page is for those sessions.
The Master Plan Program is an ongoing relationship in which someone is watching the business between conversations, and it includes quarterly 90-day and annual planning. A planning session is for owners who have stepped back from that monthly relationship but want to keep the rhythm.
Start with a Business Health Check. It gives you a clear, outside read on where the business stands and a Roadmap, and it is the first step toward a company that stands without you holding it up.
Eric Lee · Starfish Coaching · 1937 Triumph St, Vancouver BC V5L 1K6
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