SMART Workshop#8 | Leading Your Legacy | Strategic Planning for Small Business Owners

Most business owners spend their year putting out fires without building a picture of the future. This workshop is designed to change that. Join Dave Haviland of Phimation for a deep dive into repeatable strategic frameworks that take the guesswork out of strategic planning.

He’ll be helping you build a roadmap. You’ll walk away with:

• The Repeatable Blueprint: A strategy for 1-year and 5-year visions that gets easier to execute every time you use it.
• The "North Star" Framework: Goal-setting tools that ensure your daily grind actually leads to your long-term dream.
• The Exit Strategy: Whether you want to retire to the lake, pass the torch to your team, or sell for a profit, we’ll help you decide if you’re building a job or an asset.

Because 'Someday' isn't a date on the calendar. Let’s build your exit strategy before you actually need it.

What you bring back to work. In just a few hours, you’ll trade "winging it" for a masterplan. You’ll walk out with:

• Your Strategy, Your Way: No "one-size-fits-all" templates here. You’ll explore a toolkit of proven methodologies and hand-pick the one framework that actually fits the way you think and work.
• The "Dream Team" Audit: Learn how to evaluate your inner circle—from business experts and peers to your own staff—to ensure you have the right people in the right seats to drive your vision forward.
• The Triage of Success: Stop drowning in "to-dos." We’ll show you how to ruthlessly prioritize the big achievements that move the needle, so you can stop sweating the small stuff.
• Strategy on the Fly: Life happens, especially in small business. You’ll leave with the ability to pivot your goals in real-time without crashing the whole ship.
• The "Do Nothing" Reality Check: A clear-eyed look at the alternative to planning. (Hint: It involves more stress and fewer vacations). We’ll give you the tools to ensure your business remains an asset, not just a demanding 24/7 job.