Speaking About:

Core Elements of 2020 Strategic Planning

*Choose One of Two Sessions*
Session 1: Thurs., Nov. 7, 5:00 p.m. to 7:00 p.m. PT
Session 2: Fri., Nov. 15, 8:30 a.m. to 10:30 a.m. PT
Location: 3196 South Higuera, Suite D
San Luis Obispo, CA 93401
Who Should Attend: Business owners and executives
seeking insights on best practices in strategic planning
that drive business performance.

The Take-Away

Get a jump start on your 2020 strategic planning during this fundamental Business360°. Attendees will learn how to implement the 5-Year Visual Planning Pyramid during the session, providing executives and business owners with actionable steps to develop and roll out a comprehensive strategic plan.

Attendees will learn to implement the process of strategic planning and will be prepared to complete the following exercises back at the office:

  • Understanding the external marketplace and the importance of differentiating your business
  • Developing a “State of the Union” for their company
  • Creating a solid 2020 strategic plan while understanding that customers ultimately determine your success

This installment of Business360° is offered in two identical sessions, one in the morning and one in the evening, and both are presented by Collaboration Business Consulting Senior Consultants Rick Berard and Erin Hoffman.

Who Should Attend: Business owners and executives seeking insights on best practices in strategic planning that drive business performance.





Register to attend

  • Choose One of Two Sessions

Collaboration Business Consulting is a management consulting firm that drives companies to sustainable, profitable growth. By becoming trusted advisors, we help business leaders identify barriers to growth, assess leadership gaps, introduce management infrastructure requirements, and bring a new level of accountability into their companies.

About the Speakers:

Rick Berard  is a senior consultant at Collaboration Business Consulting. Rick has an extensive background in building sustainable teams for businesses progressing through the rapid growth stage. Rick has the ability to coach and train managers to handle their growing teams by creating and implementing goals and ensuring the company is headed in the right strategic direction.


Erin Hoffman  is a senior consultant at Collaboration Business Consulting. Erin’s specialty is working with small to medium size businesses by helping them navigate through the complexity of growth and people management. She has developed numerous management training avenues to encourage continual leadership development and believes that leaders should never stop learning.

About Business360°

This is an invite-only program. Attendees will be surrounded by their peers in a roundtable-type format. This speaker series is for business owners and organization leaders who are seeking ways to augment their success by:

  • Growing your business
  • Strengthening your management team
  • Driving results

Let’s Talk

Something’s not right with your business. You know it, your team feels it and maybe it’s trickling down to your clients too. Whatever issues you’re facing, let our friendly, smart, intuitive team give you the tools you need to elevate your business. Give us a call, send an email, or meet us out for coffee or a cocktail. Let’s collaborate to create a successful business!

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