Strategic Planning Group Workshop Series


It’s your time to have a solid, organized and strategic roadmap for your business

Our strategic planning group sessions offer small business assistance to help you focus on determining the direction of your business for upcoming year. These sessions are for entrepreneurs, small business owners and those needing clear direction and organization for their business.

Over 4 online sessions, we will guide you step-by-step through the planning process for your business for 2021 where you will:

  • clarify your values and mission
  • identify your yearly vision and priority areas of focus
  • set financial targets
  • review past successes and challenges
  • outline great big dreams
  • outline key objectives
  • establish key performance indicators
  • identify the personal elements required for business success

We use our carefully crafted tools to help you identify what is most important for you to action in the coming year and we break those items down into manageable execution steps. You can expect to walk away from this workshop with a solid and clear plan for your year, broken down into monthly actionable steps. You will feel organized and confident as you enter into a new year with a unique roadmap that is specific to you and your business goals.

You will use a combination of visual aides, worksheets, workbooks and spreadsheets. There will be no homework in-between sessions, the intent is for you to utilize each session of the workshop as your dedicated time to create your plan for the year.

Following the group sessions are two – 30 minute, one:one sessions with Meg to answer any specific questions you have about your plan and to assist in accountability as you work through your year.

Strategic planning clients receive a 15% discount on Advising Service Packages booked within 1 year of the Strategic Planning Workshop

Workshop pre-requisite:

Required materials

  • 2 x poster boards
  • 4 different colors of 4”x4” sticky notes
  • Sharpie Markers
  • Scotch tape
  • Scissors
  • A laptop or desktop with MS Excel or Apple Numbers
  • Internet connection
  • Zoom app downloaded to your device

2021 Group Workshop Dates:

Session 1: Friday, January 8th 1:00pm- 2:30pm

Session 2: Friday, January 15th 11:00am – 1:00pm

Session 3: Friday, January 22nd 10:00am – 2:00pm

Session 4: Friday, January 29th 11:00am – 12:30pm

Pricing Options

One time payment $699


Three instalment payments of $233. Payment 1: at time of booking. Payment 2: December  23, 2020. Payment 3: January 6, 2021.


This is a series workshop, no drop-ins permitted.
Monthly instalment payments will be processed by preauthorized credit card on instalment dates.
Subsidy options for single mothers available, please inquire.
It is STRONGLY recommended that you attend all 4 sessions as part of the series. Missed sessions will not be made up.
No refunds will be provided for missed sessions.



Additional information

Payment Options

Pay in Full, Instalment Payment Plan