Executive Planning System
Masterclass
Make Your Business More Profitable.
Is your Strategic Plan sitting on the shelf collecting dust?
Does your Executive Team struggle to make decisions and build profitability?
Then the Executive Planning System Masterclass is for you.
The Executive Planning System Masterclass
This workshop helps Executives 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!
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.
- Strategic Planning
- Work Planning
- People
- Operations
- 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.
Executive Plan Dashboard
It all rolls up into a one-page Executive Plan 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.
The Result?
By the end of this workshop 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.
How It Works
Customer Feedback
Workshop Details
-
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!
Corporate Training Clients Include:









Why Hire Gordon Sheppard
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
- CEOs
- Business Owners
- Executive Directors
- Board Members
- Vice Presidents
- COOs
- CFOs
- Non-Profit Leaders
- Executive Teams
- Executive Support Staff and more!
More Feedback
Pricing
1 Day
Online or In-Person-
Team-Building
-
Executive Planning System Workbook
-
Template To Build Your Own Executive Plan
-
Experienced Instructor
-
Improve Profitability
2-Day
In-Person-
Team-Building
-
Executive Planning System Workbook
-
Template To Build Your Own Executive Plan
-
Experienced Instructor
-
Break Down Silos
Customized
In-Person-
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
Built For Executives
The Executive Plan Template
Detailed Instructions and Workshop Agenda
DURING
Great Team-Building
Experienced Instructor (Gordon Sheppard)
Build Your Own Executive Plan
AFTER
Certificate Of Completion
Professional Development Credits
Instructor Follow-Up
Book A Workshop Today!
Get in touch so Gord can help you learn how this workshop can benefit your entire organization.
Want More Workshops?
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 Planning Workshop 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.