2-days of Productive Yearly Planning

It is that time of year again.  The annual “off-site” planning process for next year and beyond.  If you are looking for suggestions or an alternative approach, I have provided a 60-day pre-planning process and 2-day meeting agenda that has been used successfully for many years.  Please note that it is skewed slightly towards the ScalingUp process but can be adapted for those who are not familiar with some of the jargon and tools.

I am happy to walk you through the differences.  Contact info below.


Bill – Certified Scaling Up Coach

If you found this useful, please share with others.

Click here for a link to the sample agenda and 60-day process (#14 on the Business Resources list)

Special One Day ScalingUp Workshop offer – $299/seat (normally $595/seat) when you sign up by 12/31/17 for the upcoming Waltham/Boston ScalingUp workshop scheduled for 4/12/18

Held at Forefront Center in Waltham, MA.  Please send an email (see above) by 12/31 to qualify for this special offer.

Questions? Assistance?

bill@catalystgrowthadvisors.com; 978-314-9888

Published by Bill Flynn

Gazelles Member Advisor and early stage startup specialist with a proven track record with 16 Boston-based startups (9 to date with 5 successful outcomes, advisor to 7 others); SMB to Fortune 500 companies. 20+ years of Senior Sales, Marketing and GM experience in industries including mobile advertising, security, digital advertising, e-commerce and IT. Core Competencies: Player/Coach, Metrics-driven, Execution-based philosophy, Life-long learner

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