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