Pitfalls of Strategic Planning: For Next Gens

Date and Time

Friday Sep 23, 2022
10:00 AM - 12:00 PM EDT

Friday, September 23
10-12 - Session
12-1 - Lunch (optional)

Location

The Club at Tartan Fields
8070 Tartan Fields Dr.
Dublin, OH 43017

 

Fees/Admission

Free but RSVP required. 
LIMITED to first 20 registrants.

Contact Information

Jill Hofmans, Executive Director
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Description

Pitfalls of Strategic Planning:
Please note if you plan to stay for lunch. 

 There are as many good approaches to strategic planning as there are business leaders and advisors. Yet, pitfalls exist. Through a case study amalgamated from real world family business clients, Jeff Cope (JACO Advisory Group) and Marcel van der Elst (DWH) help participants in a workshop setting to get acquainted with both derailers and foundational concepts to improve chances of success. Rather than focusing on the mechanics of a process, Jeff and Marcel share a story and facilitate discovery and discussion among fellow business owners and leaders. This 2-hour workshop requires 15 minutes of advance case reading. After the workshop, participants will receive summary notes and take-away insights that can be put into practice immediately in ongoing or future strategic planning.

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