How to Prepare for a Deep Dive Strategy Session

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 – because there are rabbit trails that quickly show up! On today’s podcast I am going to share with you my recent deep dive strategies, how they worked, and what could be improved. Enjoy! Topics Mentioned:  Strategy session Agenda Document Prioritize Key Thoughts: Step one in preparing for a deep dive session is to create an agenda. Michele (2:11)    Step two was to leave room on the agenda for new items to emerge and for the scope to morph. Michele (2:54)    Step three is to create a plan to take notes and capture outcomes. Michele (5:05)    Creating time to step back from the day to day and to revisit workflows, processes and documents can be difficult – but the investment is amazing. Michele (10:29)   Contact Michele: Email: [email protected] Facebook: Scarlet Thread Consulting Instagram: @ScarletThreadATL Website: ScarletThreadConsulting.com LinkedIn: Michele Williams   References and Resources: AIM Masterclass - Watch now ReMarkable 2 Tablet