Podcasts Business Profit Is A Choice How to Prepare for a Deep Dive Strategy Session

How to Prepare for a Deep Dive Strategy Session

Published: Oct. 3, 2021, 10 a.m.

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164: How to Prepare for a Deep Dive Strategy Session

with Michele Williams

There comes a time for every business owner where they know a cursory glance over their business is not enough. They must do a deep dive into the company to check for workflows, profitability, products, services and more. And this deep dive can be overwhelming if not done methodically \\u2013 because there are rabbit trails that quickly show up! On today\\u2019s podcast I am going to share with you my recent deep dive strategies, how they worked, and what could be improved. Enjoy!

Topics Mentioned:\\xa0

  • Strategy session

  • Agenda

  • Document

  • Prioritize

Key Thoughts:

  • Step one\\xa0in preparing for a deep dive session is to create an agenda. Michele\\xa0(2:11)\\xa0

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  • Step two\\xa0was to leave room on the agenda for new items to emerge and for the scope to morph. Michele\\xa0(2:54)\\xa0

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  • Step three is to create a plan to take notes and capture outcomes.\\xa0Michele\\xa0(5:05)\\xa0

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  • Creating time to step back from the day to day and to revisit workflows, processes and documents can be difficult \\u2013 but the investment is amazing. Michele (10:29)

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Contact Michele:

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References and Resources:

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