Bridging the Chasm Between the Strategic Plan and the Budget

Posted on December 21, 2015

Wednesday, March 9, 2016.   9:00am – 1:00pm PST.   San Francisco.

Many companies capture their strategies in a strategic plan and develop a budget for where the money should go.  But sometimes during the year it’s not invested in the business at all, and sits in the bank, idle.  Other times, it gets mis-directed.  Having a strategy and a budget isn’t enough—there is a gap.

Companies must bridge this gap with an operating system (sometimes referred to as a detailed business plan or operating plan) which clarifies who does what by when, and keeps midsized companies organized and on track.  The operating system helps us execute our strategies while following a prudent budget.

You will learn:

• Crucial elements to an operating system
• Capturing action-ability and accountability-Action Plans and Objectives
• Measuring behaviors, not just results
• The plan review process- encouraging engagement and passion for progress
• Why the numbers don’t really matter, and the striving really does
• Getting buy in from leaders
• The discipline of discipline

After the seminar, a complimentary thirty-minute consultation can be scheduled with Rob.  You will also receive a copy of Rob’s book Mighty Midsized Companies: How Leaders Overcome 7 Silent Growth Killers.

Enrollment is limited to 10 CXOs of midsized companies.  Breakfast and lunch will be served.  Advance registration is required: $495 per CXO.

Fee:          $495 each
Date:         Wednesday, March 9, 2016
Time:         9:00 am – 1 pm
Location:    Servcorp
Executive Boardroom
555 California Street, Suite 4925
San Francisco, CA 94104