Three Day On-Site Agenda
Strategic Planning Workshop
Hosted by Marc L Daniels, Strategic Planning Coach & Execution Specialist
Revitalize your business's trajectory with my on-site, three-day Strategic Planning Workshop, exclusively designed for established firms eager to catapult into rapid expansion in 2025. By embedding me at your site and engaging your executive team, we together craft a strategic blueprint with unparalleled accountability and commitment. Invite me to help you to turn visionary planning into your competitive edge.
Day 1 - Vision
Your Why
At the heart of our existence lies a compelling 'why'—your Core Purpose. It's the beacon that guides you beyond the boundaries of your products or services. It's not just about what you do but why you do it— it’s the essence that fuels your dedication to making an indelible impact on every life you touch.
Core Values
At the heart of every successful company lies a set of core values that act as the compass for all its endeavors. These aren't just words on a page; they are the very essence of your business's identity - guiding each step your employees take and shaping the culture that will lead to your collective success.
Your Big Dream
Imagine the satisfaction of reaching the pinnacle of success with your business. But how can you climb a mountain without knowing its peak? That's where "Starting with Your Big Dream" comes into play. It's not just a principle; it's a navigational star guiding you through the rough seas of entrepreneurship.
Value Discipline
By embracing a Value Discipline that aligns with your vision and customer expectations, you embark on a journey toward unparalleled success. Whether it's operational excellence, product leadership, or customer intimacy, choosing the right Value Discipline isa foundational compon ent of your Strategy.
Target Market
My philosophy is simple: Your target market is your marketing bullseye—the focal point around which your product design swirls and through which your marketing messages resonate. This laser-focused approach doesn't limit who buys from you; after all, everyone with a wallet is welcome. But it does mean that every aspect of your business strategy is tailored to speak directly to those at the heart of your market.
Day 2 - Strategy
Strategic Positioning
Positioning is about carving out a unique space in the mental landscape of your target market. It’s about creating associations and expectations that they recall instantly when they hear your brand name. We're here to help you claim that prime piece of "mental real estate," establishing an unshakable presence in the consciousness of your customers.
FEE Benefits
Welcome to a new era of connection between your desires and your brand's promise. You're not just looking for features; you're searching for something deeper— a transformation that aligns with your customers' needs, wants, and deepest aspirations. I get it, and I've tailored my approach to resonate with exactly what moves your customers.
— Functional Benefits: The Job Done Right
— Economic Benefits: The Wisdom of Saving
— Emotional Benefits: Feel the Difference
Brand Promise
Based on your offering benefits, we craft your Brand Promise. Embrace your Brand Promise today—because when it comes down to it, you're not just selling features; you're enriching lives through compelling benefits.
5C Analysis
The 5 C's of strategic marketing include company, customer, collaborators, competitors, and climate. Dive into the power of the 5 C's analysis and pave the way for unparalleled success. Our cutting-edge situational analysis model is designed to help you make informed decisions that resonate with your marketing strategies.
PEST Analysis
My PEST Analysis equips businesses like yours with actionable insights and foresight that can spell the difference between success and stagnation. With political shifts on the horizon, incorporating a PEST analysis into your strategic planning is not just beneficial—it's essential.
Day 3 - Execution
SWaTOL4™
My SWaTOL4 analysis is designed to enable and drive growth in a company. When completed each quarter, it can lead to a transformative growth journey during the year. It helps you identify four distinct projects designed to align with what we learned from our first two days and ultimately drive growth.
Play To Your Strengths
Embark on a project that resonates with what you do best! By harnessing your inherent talents, this initiative will propel you toward excellence and achievement in an area where you naturally shine.
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Transform Your Weaknesses
It's time to face the challenges head-on. We've pinpointed a project that addresses a major weakness, providing you with the tools and support needed to turn it into one of your greatest assets.
Ride The Wave of Trends
Stay ahead of the curve with a growth project focused on an emerging trend. This foresight-driven endeavor ensures that you remain relevant and competitive in an ever-changing world.
Break Through Obstacles
Finally, challenge yourself like never before by pushing through a significant weakness. This project isn't for the faint of heart, but it promises unparalleled personal growth and the satisfaction that comes from overcoming tough obstacles.
Ride The Wave of Trends
Stay ahead of the curve with a growth project focused on an emerging trend. This foresight-driven endeavor ensures that you remain relevant and competitive in an ever-changing world.
Levearge 4 Quarterly Projects
We then create growth by leverreging 4 quarterly projects. Each project is assigned an owner and major milestones are identified. These meticulously crafted projects provide not just growth, but transformation.
Execution & Plan Rollout
After investing three days in creating your strategic plan, the leaders are on board. It's crucial now to kindle the same enthusiasm across every level of your company. That's where creating a masterful communication plan comes into play. We'll create a customized plan that speaks directly to your team's aspirations and concerns, ensuring everyone is engaged and actively participating in bringing the strategic plan to life and ensuring this is Your Best Year Ever
FYI — This is my standard agenda for the three-day strategic planning workshop. Once you have completed your intake questionnaire and we have completed our pre-workshop discovery call, we will change the agenda accordingly to reflect your particular gaps.
Three Day Strategic Planning Workshop
with Marc L Daniels, Strategic Planning Coach & Execution Specialist
Welcome to the Threshold of Transformation!
Are you ready to carve out an unforgettable 2025 for your company?
You've navigated through the clutter of daily life and landed here because, deep down, you know it's time for change. And you're absolutely right. Mark Twain, a luminary in the art of living fully, once remarked, “The secret of getting ahead is getting started." These words resonate now more than ever. As we stand on the brink of a new year filled with untapped potential, let's honor his wisdom.
Today my invitation to you is to start— to step forward into a future where your aspirations are not just dreams but actionable plans. Making this Year Your Best Year Ever begins with the simplest act: Starting.
By choosing action over hesitation today, you're setting into motion a ripple effect that will turn the tides in your favor throughout 2025 and beyond. So why wait for another tomorrow? The perfect time to plot your course is now. Embrace this call to action. Grab hold of your ambitions with both hands. It all starts here—it all starts with a plan. Dare to make this year yours. Let’s begin crafting that plan together right now.
Summary of your Year of Growth with Marc:
● CEO Survey and Zoom Meeting - (Pre Workshop)
● Executive Team Workbooks - (Pre Workshop)
● Workshop Day 1 - Review Your Vision
● Workshop Day 2 - Creating your 2025 Strategy
● Workshop Day 3 - Identifying Your Growth Projects'
● Project Milestone Meeting (Post Workshop Zoom)
● Leadership Team Meeting Review (Post Workshop)
● Meeting with the Owner/CEO (Monthly Zoom Call)
● Quarterly Strategic Review Meeting (Quarterly Zoom)
● Executive Hotline (365 Days Per Year)
Spots are limited —secure yours today!
Availability for just 3 more
Direct Clients for 2025
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T/A Marc L Daniels — SWaTOL4 is a Trademark of Marc Daniels SaaS Consulting