August 27-29, 2024

IN-PERSON WORKSHOP

Recalibrate Your Vision:
Narrow Your Focus and Plan Your Year

Join us for Scaling Leader™’s annual, 3-day strategic planning workshop in Vail, CO

Scale yourself and your organization by joining The Scaling Leader group business coaching and leadership development program

Is Your Organization Headed in the
Right Direction?

You want to drive progress toward reaching your goals, but bottlenecks, an unclear vision, confusion within your team, or a lack of delegation hold you back.

You need a strategic plan to get unstuck, overcome these obstacles, and lead your team forward. Strategic plans clarify your vision, narrow your focus, and help you to achieve your goals year after year.

August 27-29, 2024

IN-PERSON WORKSHOP

Recalibrate Your Vision:
Narrow Your Focus and Plan Your Year

Join us for a three-day Scaling Leader™ strategic planning workshop in Vail, CO

Join us for Scaling Leader™’s annual, 3-day strategic planning workshop in Vail, CO

Is Your Organization Headed in the Right Direction?

You want to drive progress toward reaching your goals, but bottlenecks, an unclear vision, confusion within your team, or a lack of delegation hold you back.

You need a strategic plan to get unstuck, overcome these obstacles, and lead your team forward. Strategic plans clarify your vision, narrow your focus, and help you to achieve your goals year after year.

Attend the Scaling Leader Strategic Planning Workshop To Clear Your Company’s Path for Growth

Attend the Scaling Leader Strategic Planning Workshop To Clear Your Company’s Path for Growth

Feel Confident in Your Next Steps

Go beyond big-picture planning to build an annual roadmap with detailed steps to help you achieve your goals.

Follow a Proven Planning Approach

You don’t have to figure out your strategic plan alone. Learn a system that’s been tested and refined by Forge.

Invest in
Your Future

Get away from the busyness of your day-to-day and experience space and support to create the right plan for 2025.

Feel Confident in
Your Next Steps

Go beyond big-picture planning to build an annual roadmap with detailed steps to help you achieve your goals.

Follow a Proven Planning Approach

You don’t have to figure out your strategic plan alone. Learn a system that’s been tested and refined by Forge.

Invest in Your Future

Get away from the busyness of your day-to-day and experience space and support to create the right plan for 2025.

Set Your Organization Up for Success With an Effective Strategic Plan

Attend our three-day, in-person Strategic Planning Workshop in Vail, Colorado, to receive guidance from experts who know the ins and outs of successful business planning.

As an attendee, you will:

  • Craft a powerful, strategic plan for 2025 in just three days

  • Learn the art of connecting your strategies and projects to your
    three-year vision

  • Gain expert guidance for a successful business roadmap

  • Learn how to effectively implement your plan with your team

  • Get out of the day-to-day to dream and plan in a beautiful space

You’ll leave the workshop ready to clearly articulate your vision and goals, communicate them to your team, and mobilize your plans.

Set Your Organization Up for Success With an Effective Strategic Plan

Attend our three-day, in-person Strategic Planning Workshop in Vail, Colorado, to receive guidance from experts who know the ins and outs of successful business planning.

As an attendee, you will:

  • Craft a powerful, strategic plan for 2025 in just three days
  • Learn the art of connecting your strategies and projects to your three-year vision
  • Gain expert guidance for a successful business roadmap
  • Learn how to effectively implement your plan with your team

  • Get out of the day-to-day to dream and plan in a beautiful space

You’ll leave the workshop ready to clearly articulate your vision and goals, communicate them to your team, and mobilize your plans.

Is This Right For Me?

This workshop is an ideal fit for you if you look to:

  • Learn a structured approach to strategic planning

  • Set aside dedicated time to dream and plan for the next year

  • Rally your team around a shared vision

  • Start the new year with confidence and a clear action plan

  • Visit an inspiring setting to do your strategic planning

Is This Right For Me?

This workshop is an ideal fit for you if you look to:

  • Learn a structured approach to strategic planning

  • Set aside dedicated time to dream and plan for the next year

  • Rally your team around a shared vision

  • Start the new year with confidence and a clear action plan

  • Visit an inspiring setting to do your strategic planning

What’s My Investment?

A LA Carte

Investment Total

$5,000

Per Person

What’s My Investment?

A LA Carte

Investment Total

$5,000

Per Person

AUGUST 27-29, 2024

Join Us to Create Your Strategic Plan for 2025

1

Book a
Discovery Call

Fill out the request form to schedule a call with a Forge leader.

2

Select Your
Path Forward

Get personalized service options designed to address your needs.

3

Unlock Faster
Business Growth

Gain insights and support to help you achieve your goals.

1

Register Now

Secure your seat by registering yourself or yourself and your leadership team

2

Attend the Workshop

Join us in Vail for three days of learning, dreaming, and planning for the year ahead

3

Bring Your Vision to Life

Leave the workshop ready to empower your team and achieve your goals next year

1

Register
Now

Secure your seat by registering yourself or yourself and your leadership team

2

Attend the
Workshop

Join us in Vail for three days of learning, dreaming, and planning for the year ahead

3

Bring Your
Vision to Life

Leave the workshop ready to empower your team and achieve your goals next year

1

Book a
Discovery Call

Fill out the request form to schedule a call with a Forge leader.

2

Select Your
Path Forward

Get personalized service options designed to address your needs.

3

Unlock Faster
Business Growth

Gain insights and support to help you achieve your goals.

1

Book a Discovery Call

Fill out the request form to schedule a call with a Forge leader.

2

Select Your Path Forward

Get personalized service options designed to address your needs.

3

Unlock Faster Business Growth

Gain insights and support to help you achieve your goals.

1

Join The
Scaling Leader

Sign up for the program to find the support you deserve on your scaling journey.

2

Attend the
Workshop

Join us in Vail for three days of learning, dreaming, and planning for the year ahead

3

Bring Your Vision to Life

Leave the workshop ready to empower your team and achieve your goals next year

Hear From Scaling Leaders

“Coming into this workshop, we were deeply busy with our business’ day-to-day operations. With clear outcomes and the projects necessary to achieve them, we’re leaving with a plan of everything we need to roll out to accomplish what we want to do next year.”

DJ Soults

President & CEO of Illuminated

 

“I’ve always been the one to grind and hustle, and I had a very successful business, which was also my downfall because I didn’t have systems. I grew a business, but I didn’t scale a business. And so, coming here, I learned how to expand and be intentional about my vision. I am 100% clear on what I need to do and how I need to do it.”

Dr. Sheri Riley

Founder and President of Exponential Living

“I know where I want my business to go. Scaling Leader is teaching me how to get there so I can scale and take my company to the next level.”

Ann Brennan

Owner of No BS Marketing

“Coming into this workshop, we were deeply busy with our business’ day-to-day operations. With clear outcomes and the projects necessary to achieve them, we’re leaving with a plan of everything we need to roll out to accomplish what we want to do next year.”

DJ Soults

President & CEO of Illuminated

 

“I’ve always been the one to grind and hustle, and I had a very successful business, which was also my downfall because I didn’t have systems. I grew a business, but I didn’t scale a business. And so, coming here, I learned how to expand and be intentional about my vision. I am 100% clear on what I need to do and how I need to do it.”

Dr. Sheri Riley

Founder and President of Exponential Living

“I know where I want my business to go. Scaling Leader is teaching me how to get there so I can scale and take my company to the next level.”

Ann Brennan

Owner of No BS Marketing

Meet Your Facilitators

Courtney De Ronde

Courtney is the CEO of Forge Financial & Management Consulting. She is also the creator of the Simple ScaleUp System.

Courtney helps business and nonprofit leaders use a proven system to take charge of their personal and organizational development so they can fulfill their purpose and lead their organizations to do the same.

With 20+ years as a CPA and 15 years as a business leader, Courtney has firsthand experience running, scaling, advising, and serving small businesses. Today, she shares that knowledge as a speaker and consultant with her team at Forge.

Kevin B. Jennings

Kevin B. Jennings is a business coach and personal brand strategist. He helps ambitious creatives and leaders get unstuck with the credibility, clarity, and courage they need to turn their ideas into income and impact.

He is also the CEO of Junction 32, which offers marketing services and products to help small businesses grow their brands and increase revenue so they can impact people.

For more than a decade, Kevin has worked with high-profile leaders, best-selling authors, and successful small business owners, including Tony Robbins, Dave Ramsey, and Michael Hyatt.

ARE YOU A BUSINESS COACH?

Up-Level Your Coaching Practice With Scaling Leader

The Scaling Leader program and this workshop are designed to be business coach-friendly.

You can integrate and implement our curriculum within your pre-existing coaching relationships with options to incorporate our tools and framework into your business and attend quarterly workshops with clients. This strategic planning workshop offers an ideal rhythm of in-person training with time to support clients in group breakouts.

ARE YOU A BUSINESS COACH?

Up-Level Your Coaching Practice With Scaling Leader

The Scaling Leader program and this workshop are designed to be business coach-friendly.

You can integrate and implement our curriculum within your pre-existing coaching relationships with options to incorporate our tools and framework into your business and attend quarterly workshops with clients. This strategic planning workshop offers an ideal rhythm of in-person training with time to support clients in group breakouts.

FAQS

Find Answers to Your Questions About the Strategic Planning Workshop

If you have an established leadership team, bringing everyone together for the Strategic Planning Workshop allows you to effectively and efficiently cascade your vision and align leaders in your organization around it.

Yes! If you don’t have an established leadership team, you can still work through the three days to complete your strategic plan, and we welcome you to do so.

If you have a leadership team but haven’t done strategic planning before, you might also prefer to attend alone for your first time based on your learning and operating preferences.

You’ll join us from 9 a.m. to 4:30 p.m. MT each day of the workshop, with a one-hour break for lunch on your own as well as morning and afternoon breaks with snacks provided.

You’ll have:

  • Your completed Strategic Planning Workbook that includes all the tools needed to define your three-year vision and determine your plan for the next year
  • A complete vision for your business that also includes an easy-to-reference snapshot with relevant strategies and key performance indicators KPIs
  • Clarity around your current reality and how to take the next steps toward your vision in the coming year
  • Defined outcomes and themes for 2025 and the planned strategies and projects associated with those goals
  • Effective, trackable KPIs to measure your progress along the way, which will allow you to regroup and redirect as needed as you move forward
  • Project Briefs to help you effectively define and delegate projects to your team, contractors, or volunteers
  • Training and concrete steps to take when rolling your Strategic Plan out to your team and stakeholders

As a leader, strategic planning is a yearly activity that sets the vision, goals, and focus for your year ahead. This Scaling Leader workshop is designed to serve you year after year so you can create an effective, exciting strategic plan for your organization.

This workshop will be held at The Westin Riverfront Resort & Spa in Vail, CO. Named one of the 50 Best Resorts in the World by Conde Nast Traveler, the hotel is located near the scenic Vail and Beaver Creek Mountains.

At Forge, we find value in getting away from day-to-day responsibilities and disconnecting to do the deep work of strategic planning, and we think you will, too!

No, hotel costs are not included in the registration fee. However, we do have a room block with a discounted rate for the workshop and will facilitate booking your room(s) for you.

Go Beyond This Workshop to Scale Yourself and Your Organization

Your leadership needs to evolve at the rate of your organization, but it can only grow as fast as you can lead.

Find the tools and support to scale yourself and your organization with The Scaling Leader group business coaching and leadership development program.

Through quarterly, in-person workshops for you and rotating virtual trainings for your team, you’ll develop the four essential competencies you need for growth and automate professional development for your people.

Go Beyond This Workshop to Scale Yourself and Your Organization

Your leadership needs to evolve at the rate of your organization, but it can only grow as fast as you can lead.

Find the tools and support to scale yourself and your organization with The Scaling Leader group business coaching and leadership development program.

Through quarterly, in-person workshops for you and rotating virtual trainings for your team, you’ll develop the four essential competencies you need for growth and automate professional development for your people.

Tap Into the Power of the Simple ScaleUp System

We realize it’s more difficult for business owners to grow and achieve their goals when they don’t have the right insights, people, or processes.

Instead of just exposing those problems, we want to help more leaders solve them.

Our resources and trainings are rooted in the Simple ScaleUp System, the proprietary leadership and business intelligence framework we’ve developed and used to grow Forge and our clients’ organizations so they can scale with confidence and control instead of chaos and confusion.

ARE YOU READY?

Create a Strategic Plan That Unlocks Your Next Level of Growth