Roadmap To Success
An Annual Planning Workshop
Join the waitlist to be notified when workshop dates or 2025 annual planning open up.
Are you ready to approach 2025 from a place of clarity and confidence?
Looking for clear steps to follow to build a useful plan to hit your business goals?
How about some focused time and accountability to build your plan?
The Overview
This workshop supports business owners and division leaders in mapping out a solid annual plan for the coming year.
Dates will be released to the waitlist first, for fall of 2024 and winter of 2025 workshops.
The workshop includes extensive pre-work to assess the previous year’s goals and outcomes, tools, templates and processes to design an effective and actionable plan for success over the next 12 months and beyond.
We hit on all of the core planning aspects:
Business Assessment
Visioning
Goal Setting
Sales & Marketing
Finances
Operations
This interactive workshop is the perfect way to kick-off your 2025 planning efforts!
If you are craving some focused time and facilitated support to assess the past year and map out your strategies and action plans for 2025 and beyond – Roadmap To Success is for you.
What to Expect
This workshop gives you the focused space to reflect on and analyze your previous year, as well as time and support to map out your goals and action steps to ensure 2025 is a year you meet or exceed your plan.
We will guide you through a series of steps to evaluate 2024 and then we will shift towards future planning (all anchored in the business trends and data you are reflecting on.)
There will be plenty of individual exercises and work session time, as well as opportunities to network and share resources with other business owners in the community.
You will leave the workshop with:
Increased confidence and practical support around the planning process
A framework and digital worksheets to follow for future annual planning
A fresh perspective on your business and aim
A solid start on building out an actionable plan that can be shared with or collaborated on with members of your team.
Why should I plan?
Business is a big adventure and we all benefit from a roadmap to help us navigate the journey. Regardless of the pivots and unexpected speedbumps you may have faced in 2024, possessing an overall business aim and goals, allows you to make better decisions and execute based on your core business values.
As business owner or leader, your day-to-day workload can keep you focused on project execution and customer-facing priorities. But the discipline you draw upon to pull yourself out of the weeds and back up to a place of perspective, strategy and creativity - is ESSENTIAL to your SUCCESS as a LEADER.
The Roadmap To Success Workshop supports you in carving out the time to work on your business in a structured and productive way.
What’s Included:
A professionally facilitated workshop allowing you the time and support you need to dig deep
An assessment of your business’ performance in 2024
A refreshed and clear perspective about what your business needs from you (and your team) in the coming year
A draft of your sales goals for 2025 and solid start to your action plan to reach those goals
A clear understanding of which marketing tactics are working for you, and the ones that are wasting your time and money.
A clear and defined marketing strategy, complete with short and long term goals and the tactics to get it done.
The areas you need to focus on and continue building a plan around for 2025 after the workshop
Meaningful connections and support of other business owners experiencing many shared challenges
New tips and tricks to take care of yourself as you run your business and scale to the next level
The in-person workshop includes unlimited beverages and energy snacks to fuel you throughout the day (lunch break on your own in downtown Bozeman)
AND $50 off any Business Coaching Power Session in 2025!
This is not a keynote presentation or meant to be an inspirational seminar —
this is a hands-on, dig in and get a clear picture of my business-kind-of workshop. We intend for you to leave with key components of your 2025 plan mapped out and ready for you to finalize and begin activating on!
Ready to meet your coach & facilitator?
Karen Lum is the owner of K. Lum Consulting and specializes in supporting leaders who are growing or elevating their businesses and teams.
Her specializations include one-on-one business coaching, facilitated planning sessions, interactive training and program development & implementation.
As a certified business coach and facilitator of 25 years, Karen’s experience spans a multitude of industries and markets. Karen’s clients experience a heightened awareness of self and their teams, as well as, actionable steps to improve, scale and succeed. Most importantly, Karen believes we need to have a little fun along the way because this business stuff is hard and joy is KEY!
Here’s What Roadmap Participants Are Saying
