A TRUST-MADE GROWTH® WISDOM SCHOOL PUBLIC CLASS
Your Most Excellent Year: Strategic Annual Planning that Actually Sticks
Why Offsites, Rocks, and KPI-Driven Planning Doesn't Work, and What to Do Instead to Make 2027 Your Venture's Best Year Yet
taught by:
nick richtsmeier
the industry-leading advisor to
trust-made ventures
You've heard it all before: get your team aligned, make 3-5 goals, work backwards from revenue, lock in the KPIs. Yet for many ventures, this style of strategic planning feels more like theater than something which moves the needle and by March, your team has already scrapped all the "rocks" you gave them and is, once again, following more urgent trajectories in the face of uncertainty.
In this next Public Classroom from the Trust-Made Growth® Wisdom School, Nick Richtsmeier is going to break down his unique approach to Strategic Planning for teams that goes beyond the usual advice to give you a wiser, more sure-footed plan that you'll actually keep.
We go live Tuesday, November 10th, at 12pm ET / 11am CT. See you there!
This live class is Nov 10th. See you there.
live, interactive classROOM on November 10th
Event agenda
- Why 100% of your strategic planning ends up being dead weight by January—even though the way you're doing it is the way expensive advisors and leaders keep saying should work
- What needs to be done BEFORE you ever have your group strategy session—and that's not to have your department heads bring their plans to the table
- The questions you should be asking yourself and your team during this process, including the three checks to evaluate if your strategic plan has a chance of making a difference next year.
- What a good planning session FEELS LIKE plus what to be present and on the lookout for during the process
- How to get Nick's help on doing this well in your venture in Q4
- BONUS for Solopreneurs: How to make this work as a solopreneur so you don't just wing it and hope for the best
Who this live session is for
All of the Public Classes from the Trust-made Growth® Wisdom School are designed specifically for professionals who are growing ventures that sell knowledge and expertise, and who want to enjoy a profitable business without selling out their values to do it. Whether you're just starting out a Solo practitioner, are trying to break past the $3M ceiling, or are scaling past $10M, you'll find actionable insights you can use and a refreshing shift in perspective that will positively inform how you build and grow in today's trustbroken economy.
This one in particular for you if you have a team, are working at above $1M a year, and have tried and found wanting any of the following approaches:
- EOS Planning with rocks and L10
- An expensive facilitator or offsite location
- Breaking down revenue gains into ROI activities and assigning those to department leaders
- Having each department/leader set their goals for the year and working bottom up, with each person bringing their goals to the table
- Setting a revenue goal and work backwards into behaviors and KPIs
Come and learn why none of that is working and what to do instead to finally get your team on track and aligned with your big vision.
Live on Tuesday, Nov 10 at 12pm ET/11am CT
Led by Nick Richtsmeier, Host of Damns Given and Principal at CultureCraft
Addresses the Uncertain Reality Trust-forward Ventures Face Going into 2027
MEET your workshop host
Nick Richtsmeier
All my work and the work of our teams is to invite you consider a possibility: that the firm you have in your mind, the one that grows past the successes you already had, past the old constraints, the one that serves more people, deepens your values, and expands the good you are already doing to more clients and more communities - that firm - is not only possible, it is the one thing you should be focusing on next.
Each public class is an opportunity for you to consider how you can realistically grow your venture in today's economy without playing the extractive games that monopolistic big tech platforms ask you to do in the name of reach. Learn how you and your team can stay in alignment with your values, build trust with a wider audience, and enter your next stage of growth with intentionality. And the good news? The very actions you'll need to take to get and keep clients in today's environment are also those which feel good, foster deep relationships, and build ventures that will last 100 years.
