This is everything you need to facilitate a game-changing 3-day strategic planning retreat for your practice.
What’s included:
Multi-module workshop walking you through the entire process
Pre-retreat surveys for your entire team
Detailed agendas for all 3 days
Complete facilitator guide
Workbooks for participants
Implementation strategy for the months following
Everything is fully customizable and downloadable
This isn’t just a workshop - it’s a complete toolkit. Plug-and-play ready.
Why now? Why these tools?
Because if you don’t start now, it’s never going to happen.
I’ve watched too many practice owners get to December and say “next year will be different.” But next year is just another year without a plan.
The practices that will dominate Q3 and Q4 are the ones taking action this week.
Your Mid-Year Reality Check:
Those systems you wanted to implement? 6 months left.
That team development you planned? 6 months left.
Those financial goals you set? 6 months left.
That practice culture you dreamed about? 6 months left.
Here’s what becomes possible when you invest in strategic planning:
Projects that have been stuck in “someday” actually get completed
Your team operates with clarity instead of confusion
You stop feeling like you’re always putting out fires
Those “impossible” goals suddenly have clear, actionable steps
You end 2025 celebrating achievements, not making excuses