Executive Planning System
Masterclass

Executive Wins Services

The Executive Planning System Masterclass

This presentation is for senior leaders and their teams who want to learn how to make a profitable plan for their organization.

A Proven Method

This Masterclass helps senior leaders learn how to:

  • Build their own Executive Plan
  • Optimize every area of their business
  • Make better decisions

Not only will it help you improve overall profitability, it’s also a great team-building opportunity!

Executive Planning System

A Systematic Approach.

In the Executive Planning System Masterclass senior leaders will learn the Executive Planning System, which includes 5 major areas that are common to all businesses.

  1. Strategic Planning
  2. Work Planning
  3. People
  4. Operations
  5. Results

An Eye For Detail

Each major area contains relevant questions, processes and data suggestions.

For example, if the executive team needed to do a full stakeholder assessment, there is a sub-section under ‘Strategy’ that will help them to get this done well.

Over time the Executive team can fill in every detail as they build a robust Executive Plan for their own company.

Screenshot 2024 08 19 at 6.54.34 AM

Executive Dashboard

It all rolls up into a one-page dashboard that Executive Teams can use to:

  • Make better decisions about projects and investments
  • Monitor key data points so they can get better results
  • Expand their knowledge about unfamiliar parts of the business

Executive Teams can then use their Executive Dashboard to get real-time feedback that they can use to monitor the business and make impactful adjustments.

unnamed 2

The Result?

By the end of this Masterclass Executives will:

  • Know how to build their own Executive Plan and share it with their team
  • Break down silos within the Executive Team and ensure that everyone is on the same page
  • Develop an integrated thinking approach that improves speed-to-decision-making time and overall profitability

Once the senior leaders have developed their own Executive Plan then they can refer to on a regular basis to stay on track and achieve their goals.

Key Learning Objectives

  • Executive Planning System Introduction

    Executives will get a high-level overview of the entire system and be introduced to the benefits of building their own Executive Plan. They will also receive a copy of the Executve Plan Template that can be used to build their own plan.

  • Strategic Planning

    Participants will get a detailed overview of the Strategic Planning section. Highlights include preparing for Strategic Planning as well as learning how to build a Strategic Plan and communicate it to all relevant stakeholders.

  • Work Plan Development

    In this step participants will learn how to build a practical Work Plan which will help them successfully execute their strategic plan. Key concepts include solving major issues and creating accountability by implementing a clear 'what, who, when' framework.

  • People Optimization

    In this step senior leaders will examine their current organization structure and talk about how to build a productive culture. They will also examine whether or not they have the right people in the right roles to be successful.

  • Operational Improvement

    In this section leaders will get a detailed understanding of how to assess and measure success within each part of operations. Areas that will be covered include HR, IT, Legal, Financing, Safety and more.

  • Measuring Results

    In this section leaders will learn how to choose key measurements that will drive success within their business. This will allow them to know whether or not they are on track to profitability.

Customer Feedback

Workshop Details

  • Keynote or Break-Out

    This highly engaging presentation is available in Keynote or Break-Out formats.

  • A Highly Interactive Team-Building Opportunity

    In this highly engaging Masterclass Executive Teams will get to know each other at a deeper level. They will also build empathy and trust as they learn about parts of the business they are unfamiliar with.

  • Executive Planning System Workbook

    Every participant will receive a copy of the 700-page Executive Planning System Workbook. It contains key questions, process recommendations and data suggestions that can be used to build their own plan.

  • Executive Planning System Template

    This is a blank version of the workbook that participants can use to build their own Executive Plan.

  • A Highly Experienced Instructor

    The Executive Planning System Masterclass Instructor is Gordon Sheppard, a highly experienced Management Consultant who has helped thousands of leaders to grow through coaching, training and organization improvement engagements. See a detailed description of why you should work with Gordon below.

  • In-Person or Online

    This workshop is available in-person or online.

  • Professional Development Credits

    This workshop may be eligible for Professional Development Credits (as your Association)

  • Certificate Of Completion

    At the end you'll receive a certificate of completion, so you can let your colleagues know that you completed the Executive Planning System Workshop!

Presentation Clients Include:

Why Hire Gordon Sheppard

gord pinky

Gordon Sheppard Bio

Gord mission is to “empower Executives so they can positively impact themselves, their teams and their entire organization.

Gord has presented workshops on a variety of topics for companies and events across Canada and the United States for organizations including;

  • AICPA
  • APEGA
  • PMI Northern Alberta
  • Economic Developers Association of Alberta
  • Calgary and Area Medical Staff Society
  • CPHR Alberta
  • MARCOM
  • University of Alberta
  • Administrative Professionals Conference and more.

Gord is the CEO of Business Expert Solutions Inc., a company that inspires and empowers leaders to take action and transform their organizations with impactful insights, training and services from industry experts.

He is also a Management Consultant, Leadership Coach, Professional Speaker, Podcaster, Meeting Facilitator and Trainer.

He combines a Master’s Degree in Business Administration with a Bachelor’s Degree in Drama, and Prosci Change Management Certification to deliver a unique, people -centred approach that helps leaders to succeed.

Gord has worked successfully with CEOs, Executives, Managers, Employees, Students and Volunteers across all sectors.

You can hire Gord to deliver a workshop, coach executives, facilitate difficult conversations, help you build your organization strategy, speak at your event, and more.

This Workshop Is For All Senior Leaders

More Feedback

Pricing

gord bdr 55

Break-Out

Online or In-Person
$ 5000
  • Team-Building Opportunity
  • Executive Planning System Workbook
  • Template To Build Your Own Executive Plan
  • Experienced Instructor
  • Improve Profitability
2

Keynote

In-Person
$ 7500
  • Team-Building Opportunity
  • Executive Planning System Workbook
  • Template To Build Your Own Executive Plan
  • Experienced Instructor
  • Break Down Silos
Popular
meeting facilitation

Customized

In-Person
*Inquire
  • Ideal For Corporate Retreats
  • Work With Gord To Implement Your Executive Plan
  • Executive Planning System Workbook
  • Executive Planning System Template To Build Your Plan
  • Improve Your Work Culture and Execution

Summary

BEFORE

Untitled 1000 × 1000

Built For Executives

Untitled design 39

The Executive Plan Template

Detailed Instructions and Workshop Agenda

DURING

Great Team-Building

gord pinky

Experienced Speaker (Gordon Sheppard)

Build Your Own Executive Plan

AFTER

Certificate Of Completion

Professional Development Credits

Instructor Follow-Up

Book A Masterclass Today!

Get in touch so Gord can help you learn how this workshop can benefit your entire organization.

Want More Workshops?

Gord At APEGA Nexus Conf 2021 4 2

Executive Training Opportunities

Gord also offers presentations for leaders on a variety of topics including:

  • Executive Wins
  • Executive Planning and Profitability
  • Effective Meetings
  • Conflict Management
  • Communication
  • Presentation skills
  • Time Management

Get in touch to learn more.

Executive Wins FAQs

The workshop is designed for senior executives, leadership teams, and decision-makers who want to improve planning, optimize teams, and ensure business success.

The course covers how to select key performance indicators (KPIs) that track profitability and operational success, so you know whether your organization is on the right path.

Each participant receives a 700-page Executive Planning System Workbook, along with a blank template to build their own plan.

Yes, this masterclass may be eligible for professional development credits, depending on your professional association’s guidelines.

In this section, you’ll assess your organization’s structure and determine if you have the right people in the right roles to achieve success. You’ll also focus on building a productive culture.

Scroll to Top