BLUEPRINT™ Business Planning

Molly Fender of Monti Incorporated, posing in front of art at her family's business.

A roadmap to agility, adaptability, and success

Would your business operate differently if every team member understood the big picture goal, how you plan to achieve it, and how they contribute to its success? Yes, it would. What if you had a clear, concise business plan that states your desired market position and can adapt when the market suddenly shifts? That would be a game changer, and that’s what we call BLUEPRINT™.

BLUEPRINT is a concise tool that captures your big, stretch goals along with your execution plan, identifying potential challenges and determining the critical metrics needed to track progress. Strategy, step aside. Today’s entrepreneur needs a BLUEPRINT – a one-page plan to communicate a shared vision that you and your team can build together.

Who should participate and why?

BLUEPRINT was designed for the leadership teams of companies that are in rapid growth – but can’t keep up – as well as companies who have lost momentum or lack direction. BLUEPRINT is the perfect companion to a newly formed advisory board that wants to make a big impact, quickly, and will also help the next generation of leadership step into an “ownership” role – gaining visibility and confidence as they begin to direct the future of the company. Invite up to eight cross-functional decision makers to participate, or, include members of your advisory board if you have one.

What should you expect?

BLUEPRINT is offered as two, in-person half-day workshops or four, virtual two-hour workshops, with approximately three hours of required pre-work/reading for all participants. At the end of all sessions, companies will have a BLUEPRINT – a one-page tool that communicates the vision and prioritizes the execution plan (the “how”), metrics to measure progress, and a communication framework for both internal and external audiences.

  • Part One: Business Lifecycle, SWOT Analysis, Core Strength
  • Part Two: Value Discipline, Core Customers, Stretch Goals
  • Part Three: Finalize Goals, Determine Metrics, Complete Gap Analysis, Assign Owners to the Gaps
  • Part Four: Prioritization and Execution Teams, Executive Review Process, Communications Plan

Our presenter

Sonya Hall, Founder & Owner, Thrive Village

                                                                                    Sonya Hall is an expert in achieving sustainable and enduring organizational performance. In 2019, she founded Thrive Village, a Cincinnati-based consultancy specializing in helping businesses achieve better futures. Sonya has planned and facilitated board, executive staff, individual development and team sessions in widely diverse industries. She is an expert in strategy, execution, organizational design, culture, voice of the customer and ideation. Her no-nonsense, yet lighthearted style keeps groups focused and productive.

Registration information

When: BLUEPRINT is offered in-person and virtually, depending on the preference of participants. The two in-person sessions are half-day workshops; the four virtual sessions are two-hour workshops; and all are scheduled at the convenience of the parties.

Please note: completion of our Member Alignment Profile (MAP) assessment is a prerequsite for the completion of this program (though not a prerequisite to register)

For any questions on BLUEPRINT, please contact David Miller, Membership Director.

Headshot of David Miller

David Miller

Membership Director