The Winning Blueprint to Scale, Strategize & Succeed

Scale Your Operations. Accelerate Your Success. In partnership with SCORE Greater Phoenix & Peoria Economic Development Services This no-cost executive workshop is designed for established business owners who are ready to move beyond day-to-day operations and begin engineering scalable growth. The program focuses on systems thinking, leadership delegation, and diversified revenue strategies to help companies increase capacity and long-term resilience. This program was carefully curated and comprises professional, dynamic speakers, corporate executives, and advisors to Fortune 1000 organizations. Presenters include Anne Baxter, John Choate, Dr. Stanley Feldman, Dale Walters, and Darlene Ziebel. Each attendee will take home a results-driven workbook packed with actionable steps to help scale their business, enhance operational efficiency, and move confidently beyond their current growth ceiling. Lunch provided Agenda 09:00 AM – 09:15 AM Opening Keynote – The Escalation Mindset and Business Needs Assessment Many businesses reach a plateau after the startup phase because the owner remains trapped in operational work. Escalation requires shifting from being the operator of the business to the architect of the business. 09:15 AM – 10:00 AM The Growth Compass – Assessment and Growth Strategies Helps owners analyze where their time is spent and identify the primary constraint preventing growth. ● Distinguish between Maintenance activities and Escalation activities ● Conduct a Vertical Growth Audit of recent work ● Select three North Star KPIs that measure growth velocity ● Identify the main bottleneck (Marketing, Operations, or Finance) ● Create a SMART 90-day escalation goal 10:05 AM – 10:50 AM Mastering the Foundation of Operational Efficiency & Executive Mindset Focuses on reclaiming executive capacity by delegating, automating, and outsourcing low-value tasks. ● Apply the ‘Buy Back Your Time’ framework ● Identify tasks that should be automated or delegated ● Calculate the Return on Individual (ROI) of hiring new resources ● Use fractional executives or outsourced specialists when appropriate ● Implement a 3-step delegation protocol: I Do / You Watch, You Do / I Watch, You Do / I Support 10:50 AM – 11:05 AM Energy Break – Coffee and networking 11:05 AM – 11:50 AM The Revenue Engine – Sales Growth and Distribution Expansion Develop scalable sales strategies and diversify revenue channels. ● Audit current revenue channels and identify risks of single-channel dependency ● Explore new distribution options such as B2B partnerships, e-commerce, or government contracting ● Design automated lead-nurturing systems ● Develop subscription or recurring revenue models ● Create a 90-day revenue roadmap to test a new distribution channel 11:50 AM – 12:20 PM Networking Lunch with Peoria ED and SCORE mentors