Business Planning


We are getting a head start on building your plan for next year.

You’ve probably locked in some goals with your advisor. Take the next step to formalize those goals with your fellow Cultivate community as Cultivate CEO, Casey Clark walks you through his best practices for goal setting.

Topics covered in this webinar will are:

  • Planning Mindset – How to think about planning
  • Planning Elements – Goals, KPI’s, Leading Indicators
  • Planning Framework – Process to follow, Connecting macro to micro
  • Collaborative Planning – Bringing the team into the planning process
Business Planning

Business Planning

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