Strategic Business Planning Workshop for 2026

And, if/when you do need to raise capital, you’ll be in the best position to succeed.

 

I originally gave this presentation to several business consultants with the idea they’d work
with their clients on strategic planning, but any business leader can use this system.

In just 60 minutes, you’ll experience how BusinessPowerTools® and BizPlanBuilder® serves as
your high-speed guide to creating a clear, actionable roadmap organizing your business priorities
and showing exactly what’s needed for growth, funding, or a future sale.

Centralize planning.
Instead of juggling word docs for content and Excel worksheets for budgets,
leverage a single source of truth that integrates your entire plan together in one place.
This way, your entire team works from one shared plan instead of context-switching between a dozen docs.

 

It’s much more than more of the same…

Start with your first principles:

• The Problem(s) you solve
• your Customers/Clients
• the Market
• your Operation
• your Team…

What’s changed?
What do you want to change?
How to handle them & gain team buy-in.

 

Specific highlights

• 14:28 – Customer Lifetime Value & impact of customer service.
• 20:00 – Market research? How you can save $4,000 – $5,000.
• 24:40 – Include your management team…
• 25:30 – Financial model? How to avoid 3 catastrophic mistakes.
• 40:40 – Best / Worst Case (Sensitivity) Analysis
• 43:25 – Valuation – What’s your business worth?
• 57:20 – Using ChatGPT to write your business plan?!?

 

Why now?

1. 2026 is around the corner.
2. Time-to-traction? Get there months sooner.
3. Seeking capital? Get in front of investors sooner.
4. YOU → Empowered with the “gravitas” presenting to your customers, team, and investors.

 

Next Year…

An actual “plan” / roadmap / playbook everyone is in on.
Clearer, bigger, better… Real.

“Great presentation! Your experience, stories and enthusiasm conveyed your message well. I got into a strange argument with a business partner who was suggesting that it was a waste of time to do a business plan as we began our company. I wish I had your example then because it so clearly makes the point about opening up a strange portal in the mind that draws in the pieces and players you need because it’s now on your radar.”
~ Sidney Wildesmith, CustomContentVideos.com, [email protected]