Even experienced leadership teams fall into familiar traps during strategic planning. They set too many priorities. They confuse KPIs with strategy. They skip the hard conversations.
This free guide, developed by three former CEOs, walks you through the 12 most common mistakes CEOs make during planning season—and how coaching can help you avoid them.
It’s built for mid-market CEOs who want to lead better strategy, sharpen execution and turn alignment into action.
Inside the Guide:
Whether you’re heading into planning season or stuck in a plan that’s not delivering, this resource can help you reset and get back on track.
Download the guide before your next planning meeting.
Your privacy is paramount. Learn more about how we protect your data here.
Russ served as a founder and CEO for nearly 20 years. Prior to becoming a CEO, he held a Vice President role within a Fortune 500 company. Through his unique combination of entrepreneurship expertise and traditional corporate leadership, he can guide CEOs and their teams to identify new growth opportunities and quickly solve their most pressing challenges.
Juergen served 10 years as a country manager and another 16 years as CEO during his successful career within a global financial organization, where he served in the U.S., Mexico, Canada, Germany, and Australia. Through his leadership experience he has formed high-performance diverse leadership teams, achieved record financials and profitability, and developed successful, trusted business relationships and partnerships. Following his time as CEO, Juergen has spent the past few years as an executive coach and trusted advisor, focusing on aligning leadership teams and helping his clients create win-win relationships with their clients, suppliers, and other stakeholders.
Josh has more than 15 years of experience in the role of CEO and now serves as a coach and board director. During his stints as CEO, he saw exponential growth in revenue, built out leadership teams, oversaw the establishment of an ESOP, implemented rigorous operation plans, and grew business relationships and partnerships.
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1:00 - 5:00 pm
Over 70% of Executives Surveyed Agree: Many Strategic Planning Efforts Lack Systematic Approach Tips for Enhancing Your Strategic Planning Process
Executives expressed frustration with their current strategic planning process. Issues include:
Steve Rutan and Denise Harrison have put together an afternoon workshop that will provide the tools you need to address these concerns. They have worked with hundreds of executives to develop a systematic approach that will enable your team to make better decisions during strategic planning. Steve and Denise will walk you through exercises for prioritizing your lists and steps that will reset and reinvigorate your process. This will be a hands-on workshop that will enable you to think about your business as you use the tools that are being presented. If you are ready for a Strategic Planning tune-up, select this workshop in your registration form. The additional fee of $695 will be added to your total.
2:00 - 5:00 pm
Female leaders face the same issues all leaders do, but they often face additional challenges too. In this peer session, we will facilitate a discussion of best practices and how to overcome common barriers to help women leaders be more effective within and outside their organizations.
Limited space available.
10:30 - 5:00 pm
General’s Retreat at Hermitage Golf Course
Sponsored by UBS
General’s Retreat, built in 1986 with architect Gary Roger Baird, has been voted the “Best Golf Course in Nashville” and is a “must play” when visiting the Nashville, Tennessee area. With the beautiful setting along the Cumberland River, golfers of all capabilities will thoroughly enjoy the golf, scenery and hospitality.
The golf outing fee includes transportation to and from the hotel, greens/cart fees, use of practice facilities, and boxed lunch. The bus will leave the hotel at 10:30 am for a noon shotgun start and return to the hotel after the cocktail reception following the completion of the round.