SMART Workshop#10 | Hands-On Strategy & Systems - Your Playbook in a Day

Every small business needs a playbook — a clear vision, measurable goals, and simple systems that everyone can follow. In this hands-on SMART Workshop, operations expert Tyler Sharette will guide you step-by-step through building one. You'll define your vision, set practical yearly and quarterly goals, and map your key processes.

By the end, you'll walk out with a working playbook you can start using with your team the very next day.

Take Aways:

  • A concise, written vision framework
  • A 1-year and quarterly goal plan you'll actually use
  • Your core customer journey and key processes mapped
  • Practical tools: Level 10 meeting format, issue-solving method (IDS), Accountability Chart, Scorecard, and Proven Process playbook

What to Bring: Your laptop and any planning documents you already have.

We'll provide: templates, worksheets, and a binder to take it all home.

About our expert

Tyler Sharette

Ty is an operations leader with 15 years of experience driving growth across diverse industries, including marketing, nonprofit fundraising, and manufacturing. Having led organizations that utilized the Entrepreneurial Operating System (EOS), he combines those practical lessons with other proven leadership principles to help founders, entrepreneurs, startups, and small teams clarify their vision, align their teams, strengthen accountability, and build the operational foundation for sustainable success.

Check Out Our Other
SMART Programming

We offer virtual sessions and in-person workshops to help you on various topics.