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Hi, I'm Krystal.
Welcome to The Proffitt Podcast - where we teach you how to create  content with confidence.
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WHAT’S THIS EPISODE ABOUT?

 

[This post contains affiliate links. If a purchase is made, I may receive a small commission at no extra cost to you.]

Business Planning Retreat 101

For the last three years, I’ve been had a “year-in-review and planning for the future” day that consisted of me, my calendar, and my imagination of what the future could look like. This year, I knew I wanted to get more strategic and more focused. And what better way to do that than to rent a cottage on a river with my mom!

We decided to go on a weekend-long retreat to plan out the next big steps in our business, but we actually walked away with was much bigger than that: focus! I tend to overcomplicate things sometimes and I realize I need to talk things out with someone else. My mom, who’s also in the process of building her online business, was the perfect person to have a business planning retreat with. Plus, #girlstrip!

Business Planning Retreat Supplies

As the date got closer and we prepared for our weekend retreat, I knew I wanted to take a few things to maximize our time, focus, and energy. Here’s what I made sure we had ready:

  • The Book “Traction” by Gino Wickman

    • This was our guidebook for the entire weekend. We used this book to plan out our company core values, target market, focus on our niche, create our 10-year/3-year/1-year plans, and get laser-focused on the priorities that need to happen.
  • Large Sticky Pad with Markers

    • These seemed a little like overkill when we first came up with the idea, but I’m so grateful we had these in that little cottage! While I love a good notebook or Google Doc to do some planning, there’s nothing like a large sticky pad for brainstorming and dreaming.
  • Layers of Clothes

    • I mean, it is Fall in Texas! And the weather is wayyy too unpredictable. We needed everything from shorts and tank tops to a big puffer jacket…just in case!

Check them out on Amazon Now…

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Time Off from Podcast

Business Planning Retreat, Biggest Takeaways

Mom and I both had a ton of breakthroughs from this weekend! But here are the main ones I came up with Proffitt Media going into 2021 and beyond:

CORE VALUES

  • We don’t just walk towards fun, we chase it!
  • Authenticity is our top priority.
  • Empathy, grace, and compassion are how we strive to hold space for everyone.
  • We don’t hide problems. We face them and walk through them together.
  • We commit to always learning how we can become better leaders.
  • Consistency is the key to total domination.
  • Value, service, and gratitude make up our North Star.

Core Focus

  • Help entrepreneurs spread their message with confidence.

Niche

  • Taking the overwhelm out of podcasting.

I wish I would’ve done this in the first year of my business. The intentional time is worth it. The focus is worth it. Having a clear picture of what your company’s goals are is worth it.

So, I encourage you to schedule your first (or next) business planning retreat. 

RECAP: Business Planning Retreat: Biggest Takeaways

  • Tools & Resource
  • Core Values
  • Core Focus
  • 10-year/3-year/1-year Plans

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HI, I'M Krystal Proffitt

Podcast coach, content strategist, best-selling author, lifelong cheerleader, and content marketer

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