• The Founders Strategic Plan

    WITH PHYLLIS REAGIN

  • Strategic Planning to Get Your Business Aligned To The Actions That Will Make It A Success

    Identify Your Strategic Initiatives and Align the Resources Needed to Successfully Meet your Milestones

    This program aligns who the business is to the strategy that will drive it to successful outcomes. The program is designed for Founders of startups and emerging businesses that are moving to the next level of growth.

     

    This highly-effective program includes two days of intensive strategy analysis and development and four additional sessions during the launch/implementation phase.

     

     

    THE 2 DAY INTENSIVE AGENDA

     

    STEP ONE:

    IDENTIFY VISION, MISSION & VALUES

    STEP TWO:

    ANALYZE THE MARKET & COMPETITORS

    STEP THREE:

    DETERMINE STRATEGIC INITIATIVES & ORG. SUPPORT NEEDED FOR SUCCESSFUL OUTCOMES

    STEP FOUR:

    DETERMINE WHAT ROLES ARE NEEDED, RESPONSIBILITIES, SET THE ACTION PLAN WITH TIMELINES

     

    During the focused two day intensive meetings, you will identify why the organization exists to both members of the business and your clients and answer the questions, “Where do I/We see this business going?” and "Who will we be when we arrive?"

     

    We will help you identify the business' key values and how they will drive the business culture. These values will guide how customers/clients are engaged, and connect the key stakeholders to the responsibility of driving and maintaining the business' culture.

     

    You will create your Strategic Prioritization by assessing different strategic objectives and prioritizing how they should be addressed based on the cost, time, and effort required to execute versus the anticipated benefits. We will review your ideas, highlight the issues to be addressed, and identify the enablers.

     

    You will learn systems and processes to put in place that will help your business reach its major milestones, align the right team members to tasks, and identify immediate opportunities for the business.

     

    WHAT YOU WILL WALK AWAY WITH:

    SWOT:

    Identify business strengths, weaknesses, and threats. Develop opportunities and strategies to make them actionable.

     

    RACI (the Responsibility Matrix):

    Develop a clear process for team responsibilities. This tool identifies who is Responsible and Accountable and who needs to be Consulted or Informed. This powerful tool will help your team focus on how to move the work and laser focus each person's role.

     

    IMPACT ANALYSIS: 

    This tool helps you determine the impact of each strategic initiative on your business operations and outcomes.

     

    TIMELINE:

    A timeline will be provided for each strategic initiative.

     

    POSITION ANALYSIS:

    Map out the roles needed for the launch and implementation of different business functions and focuses.

     

    MESSAGING PLAN: 

    Key messages about strategic initiatives for your employees, customers, and key stakeholders.

  • CLIENT SPOTLIGHTS

    NICK LOWE
    CEO & PRESIDENT, PLATINUM PACKAGING GROUP

    "The inner workings of my business was transformed. Both my management team and I have learned so much. I am so pleased with their contribution and would recommend them to any business looking to move to the next level."

    MARIA CASILLAS, CHIEF BUSINESS OFFICER, NYUVO (MONEY REMITTANCE)

    "As a midsize company we were looking to take the company to the next level by increasing enterprise value and defining an event for the organization. We retained this group to support us in developing and implementing a 3 yr. Strategic Plan that met shareholder expectation and in the process we discovered there was a need for executive development. It was a life saver. They understood our challenges in the industry, our strategic plan and the development needs of our key executives. Their wealth of knowledge and expertise were of paramount importance at a time when the company was at a pivotal point to make radical strategic changes. This partnership was key in defining a strategic plan that met shareholder needs and in elevating the company’s performance."

    The Founders Strategic Plan Team are highly experienced organizational development and strategic planning experts who have worked with Fortune 5oo companies, Founders of startups, and CEOS of emerging businesses.

    Phyllis Reagin

    Executive Coach, Organizational Effectiveness & Communications Expert

    Phyllis consulting's efforts have successfully resulted in client’s focusing on profitable in-demand products and services; developing profitable ventures in advanced and emerging markets; increasing sales, market share
    and profitability; improving customer and employee satisfaction; reducing annual operating costs while improving productivity company-wide; focused business plans and marketing campaigns.

     

    She guides start-ups with their strategic planning efforts when raising capital, implementation of their most important strategic initiatives, and aligning human capital and resources to meet major milestones. Her approach enables clients to consistently increase the value of their organizations, products, and services; benefiting not only their businesses but also their customers.

    Dahlia Castro-Smith

    EXECUTIVE COACH, ORGANIZATIONAL EFFECTIVENESS, & TALENT MANAGEMENT EXPERT

    Dahlia coaches and consults with C-Suite leaders and senior management leaders of Fortune 500 companies, Financial businesses, Not-for-Profit organizations, Consumer Products, Manufacturing companies, and Media/Entertainment organizations.

    Dahlia has over 25 years of experience including her role as Senior VP HR Home Entertainment and Corporate Projects – Warner Bros. Entertainment. Her expertise includes emerging businesses, in-house project management, consulting, and hands-on experience in setting up start-up organizations in domestic and international territories.

    Dahlia applies her expertise in managing outsourcing initiatives, managing merger and acquisition projects, and implementing change across departmental and organizational boundaries.

    Keith Hillyer

    STRATEGIC PLANNING EXPERT

    As a senior member of CSRH, Keith plays a lead role in guiding clients through a collaborative process to identify the company’s vision, develop a detailed strategic plan, and a structured course of action to enable them to reach their end goal.

    Keith has more than 20 years of hands-on experience managing the Strategic Planning function for global organizations.

    In his role as Senior VP of Business Decision Support at Warner Bros. Entertainment, he was responsible for the management of six cross-functional teams driving strategic initiatives across different parts of the business.

    Keith’s role included teaching the team members how to map out internal processes, how to identify and evaluate opportunities for improvement, and how to apply
    various strategic tools and methodologies to efficiently implement change and monitor the benefits.

    AT THE END OF THE 2 DAY INTENSIVE STRATEGY SESSIONS:

    WE WILL SCHEDULE THE 4 1:1 SESSIONS THAT ALIGN TO YOUR LAUNCH AND SPECIFIC NEEDS.

     

    DURING THESE SESSIONS, WE WILL REVIEW THE IMPLEMENTATION AND PROVIDE STRATEGIES FOR ANY NEEDED COURSE CORRECTIONS.

    FEATURES

     

    TWO DAY PRIVATE INTENSIVE STRATEGY SESSIONS

    4 1:1 STRATEGY REVIEW/COURSE CORRECTION SESSIONS DURING LAUNCH (DATES WILL BE DETERMINED DURING THE 2 DAY STRATEGY MEETINGS)

    PROVIDE YOU WITH OUR TOOLS & STRATEGIES TEMPLATES FOR FUTURE USE

    DON'T MISS THIS EXCLUSIVE

    OPPORTUNITY TO...

     

    Receive elite personal attention and expert guidance.

     

    Master the strategies to prepare for the launch of your new business or new initiatives.

     

    Focus your business efforts on the right opportunities and outcomes.

     

    Select the right team members and reduce the amount of rounds to align the right people to the right tasks.

     

    Launch a business that has a clear vision and the culture that represents that vision.

  • Application Request

    This program is by application only

    1

    Request an Application

    Click the link below to request an application.

    2

    Pay Online

    Once you are notified that you have been accepted into the program, please pay with credit, debit, or PayPal. A payment link will be provided to you. Please review payment options and select one.

    3

    Deliver

    3. Deliver

    You will receive confirmation that payment was received and a calendar link will be sent to you immediately. Choose your dates for the 2-Day Intensive sessions.

  • Program Cost:

    OPTION 1

    PAYMENT IN FULL DISCOUNT

    FOR 2-DAY INTENSIVE WITH 4 FOLLOW-UP SESSIONS

    $20,000

    OPTION 2

    PAYMENT PLAN

    FOR 2-DAY INTENSIVE & 4 FOLLOW-UP SESSIONS

    $10,000 Down Payment

    2 Payments of $6,000

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