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

Tyler is a creative ops leader with over 13 years of experience driving growth across diverse industries, including marketing, nonprofit fundraising, manufacturing, and hospitality. As an expert in EOS and the Six Key Components of Traction, he works hands-on with entrepreneurs and small businesses to establish a shared vision, optimize key processes, identify inefficiencies, and develop tailored playbooks that drive growth and bring clarity and structure to operational chaos.

Check Out Our Other
SMART Programming

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