The Inner Biz Leader(TM) Virtual Business Planning Retreat
5.0 (2 ratings)
Course Ratings are calculated from individual students’ ratings and a variety of other signals, like age of rating and reliability, to ensure that they reflect course quality fairly and accurately.
29 students enrolled

The Inner Biz Leader(TM) Virtual Business Planning Retreat

Create a Vision and Design a Plan for your next year, while exploring your leadership foundations
5.0 (2 ratings)
Course Ratings are calculated from individual students’ ratings and a variety of other signals, like age of rating and reliability, to ensure that they reflect course quality fairly and accurately.
29 students enrolled
Created by Jennifer Britton
Last updated 12/2014
English [Auto]
Current price: $20.99 Original price: $29.99 Discount: 30% off
5 hours left at this price!
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This course includes
  • 3 hours on-demand video
  • 39 mins on-demand audio
  • 22 downloadable resources
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
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What you'll learn
  • Create your vision for your work or business over the next 12 plus months
  • Create a Vision Roadmap for where you want to go
  • Develop an Activity Roadmap of key activities for each month over the next 12 months
  • Identify your top 3-5 key goals for the coming year
  • Identify resources (WHO and WHAT) will help you be successful with your key goals
  • Identify your unique strengths and values as a leader or business owner
  • Undertake a SWOT to explore your strengths and weakesses along with the threats and opportunities existing in your context
  • Identify your own unique ecosystem as a leader or business owner - what distinguishes you and makes you unique
  • Develop and build onto a One-Page Plan for the next 12 months
  • Get into action with Focus, Experimentation, Momentum and Celebration
  • Identify What's Next?
  • Access to any historical business data (sales, customers, trends)
  • It will be useful to have uninterrupted focus to participate in the retreat - either as seven one hour blocks, two half day sessions, or one full day.
  • Internet Access will be useful as there may be some additional research and online assessments you want to undertake during the retreat itself

Are you a leader or business owner looking to create a plan for the next year? The virtual business planning retreat is geared to support professionals - leaders and business owners - with an opportunity to pause, reflect and focus on developing your vision and a plan for the coming year.

This is not your typical business planning retreat! The focus of the Virtual Business Planning Retreat provides you with an opportunity to create your plan for the next year, as well as deepen awareness of your unique capabilities - your strengths, values and opportunities. We focus on your Inner Biz Leader ™- your own leadership foundations.

The program is divided into several modules. Throughout the program we explore:

  • What’s your vision?
  • Mapping out a Vision Roadmap(TM) and Activity Timeline for the next year
  • Identifying your top 3-5 goals for the next year
  • Developing Your Activity Roadmap for the Coming Year
  • Creating your One Page Plan
  • Who and what do you need to make this happen
  • What makes you unique - Your Values
  • What makes you unique - Your Strengths
  • Your Context - The SWOT - Strengths, Weaknesses, Opportunities and Threats
  • Your Unique Ecosystem
  • Getting Into Action - Focus, Experimentation, Momentum, Celebration

Throughout each of the sections of the retreat there are structured activities for you to undertake, building a one-page plan for you. Supplemental materials also address topics such as partnering and collaboration, tips for effective delegation and managing interruptions.

This is not your typical business planning retreat! It's geared to focus on YOU as a leader or business owner. These activities will support you in developing your business your business vision and plan for the next year. You will leave with a foundation you can build on as you move forward. We WILL NOT be covering topics such as budgeting or marketing strategy, which you will find in other courses.

You can complete the retreat in the course of one day or over a series of multiple days or weeks.

Each module takes approximately one hour to complete, and includes audio and video components, as well as worksheets you can complete offline.

Without a plan it’s hard to know where you are going, and even harder to know if you’ve gotten there. This program is ideal for your creating your annual business plan and can be revisited quarterly.

Who this course is for:
  • The Virtual Business planning retreat is geared for business leaders and owners who want an opportunity to stop, pause, and focus on identifying their goals, strengths and options.
  • The emphasis in this retreat process is on YOU, what you can leverage and where you want to go!
  • This is a business retreat. As such, it is as much about scheduling the time to focus on the activities geared for your business.
  • The focus in the retreat is on your personal leadership foundations, and will apply to both business owners and leaders (new, experienced and aspiring)
  • Two main audiences will find this program of interest - business leaders and business owners
  • The retreat can be completed in one day (approximately 7-8hours) or you can spread it out over mutliple days or weeks.
  • The program is geared so both leaders and owners will be able to apply the learning to their work right away
  • The program will be of interest to leaders and business owners looking to build a solid foundation for their work, and want to focus on what's next for them in the next 12 months.
  • The program will not be of benefit to business owners who are looking for the tactical ins and outs of building a business (cash flow, marketing etc).
  • The program WILL NOT be of benefit to those who want to leave with a budget, or marketing plan in hand.
  • The Inner Biz Leader Virtual Business Planning Retreat will provide you with enhanced knowledge about yourself, clarity about key activities, and 3-5 prioritized SMART-E goals for the next year.
Course content
Expand all 46 lectures 03:48:53
+ Welcome and Introductions
4 lectures 27:35

Welcome to the Inner Biz Leader(TM) Virtual Business Planning Retreat. It's great to have you join us.

In this first video we start looking at what you can expect from the retreat, along with a little about the background of this program. Make sure you review the following lecture which includes our Roadmap for the course, along with the separate Lecture that includes two downloadable resources - the Program Overview, and materials you will find useful to have with you for the program.

Attached to this module is a Fillable PDF version of most, but not all, of the Worksheets for those that want to do this on computer.

Welcome to the Inner Biz Leader Virtual Business Planning Retreat

This lecture provides an overview of the different sections we will explore throughout the Virtual Retreat, including What To Expect and what types of activities you will be involved in.

I close off with three questions for you to consider as you get started with the retreat. Remember to download and complete the Intiail Reflections Worksheet attached here.

Program Overview - Inner Biz Leader(TM) Virtual Business Planning Retreat

This lecture provides you with an overview of the retreat including a quick roadmap of where we are going.

You can download a retreat checklist of things which will be useful to have on hand for the retreat process, as well as a timeline which you may want to follow if you are looking to do this retreat over one day.

How to Get the Most Out of This Retreat
1 page
+ Creating Your Business Vision
8 lectures 30:31

Our second section, and the first hour of the retreat, focuses on developing your vision for the next year.

This lecture invites you to start developing your vision for the next year, and poses you with some questions to consider as a leader or business owner.

You will want to download the separate Creating Your Vision Worksheet which will be the first activity for this hour.

For those that are more auditory in learning, you may wish to download the separate Audio on Vision.

This lecture includes some resources you may be interested in further referring to around vision.

Your Vision

This module is an individual exercise geared to support you in reflecting, thinking, and writing, about your vision for the next 12 months.

Activity - Creating Your Vision
1 page

Creating a powerful vision is a central part of business success. In this module you will start to explore what your vision is for the next year.As you listen to the audio you may want to take some notes about your own vision for the coming year.

Preview 10:47
Creating Your Vision - Part 2

This is an At the Desk Video where I walk you through three ways to continue to expand, and deepen, your vision for the coming year.

At the Desk... Vision MindMapping

Now that you have an initial vision, you will be invited to further refine this by creating a Vision Timeline and an Activity Roadmap for the next year. This video takes you through the next two activities in this hour.

Your Vision Milestones and Roadmap - Part 1 and 2

In this lesson, you will be building onto the vision you have just created by identifying key activities in your Vision Timeline or Vision Roadmap.

What are the activities, tasks and actions which will support you in moving from A to B?

Activity - Your Vision Timeline
1 page

This lesson has you focus in on the Activity Roadmap(TM). You will take the activities you have identified in your Vision Timeline and put them into a framework of monthly activities. You will create clarity around you key business goals and activities every month, along with additional details and resources required. There is space on the Activity Roadmap(TM) for you to track your results as you move through the year.

Worksheet - Activity Roadmap
3 pages
+ Your Business Milestones
5 lectures 23:42

This section looks at the heart of the business planning process - goals and resourcing. The first module in this section takes a look at where we are going in the next hour.

You will want to download the Top Five Goals Worksheet and also listen into the Audio - Prioritizing Your Goals.

By the end of part 1 you will have identified your top five goals which you want to place attention around this year.

Goal Setting - Creating SMART-E Goals

This audio provides you with some questions to reflect on as you consider how to prioritize your top 3-5 goals for the coming year.

Audio - Prioritizing Your Goals

Part 2 of our Goals Section, takes a look at the SMART-E framework for goal setting. Now that you have your top five goals for this coming year (or 3 years, 5 years, 10 years), you are invited to further refine these into SMART-E Goals.

You will want to download the SMART-E Goal Worksheet and use these five pages to draft out your SMART-E Goals for the year.

By the end of part 2 you will have five SMART-E goals that are specific, measurable, realistic, timebound and EXCITING for the coming year.

Goals Part 2 - Making Your Goals SMART-E

Building onto the top five SMART-E goals you have created, this module explores the One Page Plan, getting you to create this one pager, that is at the heart of any planning process. This module is accompanied by the One Page downloadable plan.

By the end of this module you will have started to complete your One Page Plan.

Goals Part 3 - The One Page Plan

The one page plan is the most central document for the retreat. It captures, on one page, your top 5 goals for the year. Throughout the program we will be building upon this.

Activity - One Page Plan
2 pages
+ Support - People, Systems and Resources
5 lectures 15:44

This lecture, part 4 of the goals section, turns your attention to WHO can help you in reaching your goals. Partnering and Collaboration are critical to success for business owners and leaders today. The video provides you with several questions to consider as you think about upcoming partnerships for the next year.

Your activity is also to make a list of the Top 20 people who will support you as you execute your plan.

You may also want to listen to the accompanying Partnering and Collaboration audio which also includes these questions.

By the end of part 4 Goals you will have identified your Top 20 Contacts, and top three relationships you want to place attention around this year.

Goals Part 4 - WHO will help you reach your Goals?

This retreat activity is geared to get you thinking about, and identifying, twenty people who can support you in moving towards your Top Five Goals for the next year.

Activity - Your Top 20
1 page

This audio covers a number of questions as you consider partnering and collaboration, two area critical to success for business owners and leaders today. It will support you in creating your Top 20 list of key relationships for the coming year.

Audio - Partnering and Collaboration

Part 5 of the goals section turns your attention to WHAT do you need to be successful this coming year. Your activity is to add on resources you require to your One Page plan.

Goals Part 5 - WHAT Do you need to be successful?

This lecture wraps up our look at goals and provides you with one more opportunity to refine your One Page Plan.

Goals Part 6 - Wrapping up with Goals
+ What Makes You Unique - Strengths
3 lectures 11:28

A short introduction to the Strengths section with Jenn.

Introduction to Strengths

In Section 5, we turn our attention to your "Inner Business Leadership", your own leadership foundations. This is the first of four sections that focus on yourself as a leader or business owner.

The What Make You Unique lecture explores what Strengths are, and why they are important in today's business context.

The activity this hour provides you with the opportunity to discover, or revisit, your strengths as a leader or business owner. You are invited to undertake the StrengthsFinder 2.0 (book needed), Entrepreneurial StrengthsFinder (book needed) or the VIA Strengths Profile (online).

By the end of this section, you will have a much clearer sense of what your strengths are.

Another downloadable resource in this section is a Baker's Dozen Plus Leadership Books (15 in total) which you may find interesting for your own personal and professional development. We touch on many of these throughout the retreat.

Your Strengths
Activity - Strengths Worksheet
3 pages
+ What Makes You Unique - Values
4 lectures 17:27

A short introduction with Jennifer to the Values section.

Values Introduction With Jenn

The second part of our look at your Inner Biz Leadership is the focus around Values. In this section you will be exploring your own individual values.

Your Business Values

As leaders and business owners we operate in organizational contexts. As important as it is to know our own personal values, we also need to consider the organizational values which exist, as well as team values.

This lecture explores organizational and team values and you are invited to reflect on what these are in your context, and how aligned they are with your individual values. You will build onto the Values Worksheet started in part 1.

Values - Part Two

This worksheet gets you thinking about your organizational, team and individual values. It also includes an individual values exercise to support you in getting clear about your top five values and how you are leading from them in your work.

Activity - My Business Values
3 pages
+ What Makes You Unique - SWOT
3 lectures 17:42
Intro to the SWOT With Jennifer

The SWOT is a traditional strategic planning tool which can provide us with important insights around our internal Strengths and Weaknesses as well as our external opportunities and threats. In this section you will have the opportunity to explore these four areas.

You will also want to download the SWOT Worksheet.

The SWOT will be incorporated into our next Section - the Ecosystem.


This worksheet is the focus of this next section as you explore your internal and external terrain. We will be building upon this in the next section - Your Unique Ecosystem.

Activity - SWOT
2 pages
+ Bringing It All Together: Your Unique Ecosystem
4 lectures 27:58
Introduction to Your Ecosystem with Jenn

This section explores the Ecosystem, bringing together our strengths, values and what we take a "stand" for as leaders.

The section is divided into two parts - the first part looking at these first three areas.

You will need to download the Ecosystem Worksheet for your activity this hour.

Your Unique Ecosystem

This worksheet accompanies the Inner Biz Leader Section 8 Bringing It All Together: Your Unique Ecosystem. You will use it for parts 1 and 2 of the section.

Activity - Ecosystem Worksheet
3 pages

This section further looks at defining your ecosystem, focusing in on the opportunities that are ahead of you this year.

Your Unique Ecosystem - Part 2
+ Focus, Accountability and What's Next?
7 lectures 25:43
Introduction to Getting Into Action with Jenn

In section 9 we turn our attention towards getting into action. This is broken down into four lectures and focus areas:

  • Focus
  • Experimentation
  • Momentum and
  • Celebration

You will want to download the Getting Into Action worksheet for this section.

Getting Into Action - Focus

Managing Interruptions are a key challenge for leaders and business owners today and get in the way of focus. This audio explores several strategies for managing interruptions.

Audio - Interruptions

Delegating effectively is one of the major areas new business owners and leaders struggle with. It is a major focus point of the work I undertake with leaders. In this audio I share several tips around delegating effectively.

Audio - Delegation

Experimentation is key in getting into action. This lecture provides you with some questions to consider as you move forward with your plan.


Creating Momentum is a key part of getting into action. This lecture poses several quesions for you to consider as you start moving into action with your plans.


How do you want to celebrate as you hit milestones along the way?

+ Closure
3 lectures 11:03

You did it! After hours of focus and reflection it is time to wrap up the retreat.

Optional Closure Activity - Metaphors
Retreat Wrap-up