2025 Goal Setting and Budgets Workshop

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Workshop Dates: October 16-18, 2024

Location: Kennesaw, GA

Hosted by: RJ & Asha Patel, Co-Owners, PCT Clean / PCT Janitorial

Featured Speakers: RJ Patel, Gosia Baran, Tom Stewart, Meaghan Likes, Liz Trotter

Is Poor Planning Secretly Costing You Up to 25% of Your Revenue?

Transform Your Cleaning Business with Expert Guidance from Industry Leaders

This 2025 Goal Setting and Budgets Workshop is designed for cleaning business owners who are ready to take their businesses to the next level with a strategic approach to goal setting, financial planning, and operational efficiency. Across three intense, hands-on days, you’ll dive deep into the practical tools and strategies that will position your business for long-term success in 2025.

Tentative Agenda Highlights

Day 1: Vision, SWOT, and Forecasting

Date: Wednesday, October 16, 2024
Kick off the workshop by thinking big and assessing your vision for 2025. RJ Patel will help you explore whether your goals are bold enough and practical. Then, join Gosia Baran for an in-depth SWOT analysis, helping you identify the strengths, weaknesses, opportunities, and threats in your business. Finally, Tom Stewart will introduce powerful forecasting tools to map out your path to success for 2025.

• Get Ready to Think Big! (Facilitator: RJ Patel)
• Are You Ready to SWOT? (Facilitator: Gosia Baran)
• Forecasting & Goal Setting (Facilitator: Tom Stewart)

Day 2: Budgeting and Financial Planning

Date: Thursday, October 17, 2024
Day 2 focuses on aligning your budget with your business goals. Meaghan Likes will guide you through the essential steps of building and managing a budget that drives growth. Through hands-on workshops, you’ll work directly on your 2025 budget, ensuring your financial strategies support your long-term vision.

• Financial Planning & Budgeting (Facilitator: Meaghan Likes)
• Budget Workshop (Facilitator: Meaghan Likes)

Day 3: Action Planning, Execution, and Accountability

Date: Friday, October 18, 2024
Day 3 is all about turning your vision into action. Liz Trotter will lead you through the process of creating a detailed action plan, complete with built-in accountability to keep you on track for the entire year. You’ll also get a behind-the-scenes tour of PCT Clean & PCT Janitorial with RJ Patel, giving you real-world insights into operational excellence.

• Action Planning, Execution & Accountability (Facilitator: Liz Trotter)
• PCT Shop Tour (Hosted by RJ Patel)

Why Attend?

• Hands-On Learning: Engage in practical, interactive workshops with tools you can immediately implement.
• Expert Guidance Tailored for You: Learn directly from industry leaders who have built and scaled successful businesses.
• Actionable Strategies: Walk away with a clear vision, a well-planned budget, and an actionable strategy for 2025.
• Networking Opportunities: Connect with other like-minded business owners, share insights, and build lasting relationships.

This workshop isn’t just about setting goals—it’s about creating a concrete plan, backed by solid financials, to ensure you hit your targets in 2025.

Claim your spot now – register HERE before it’s too late!

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TENTATIVE AGENDA

2025 Goal Setting and Budgets Workshop

Hosted by: RJ Patel, Meaghan Likes, Gosia Baran, Tom Stewart, and Liz Trotter
Location: Kennesaw, GA
Dates: October 16-18, 2024
Tone: Hard Work, Long Days, Workshop Style

Day 1: Vision, SWOT, and Forecasting

Wednesday, October 16, 2024

9:00 AM – 10:00 AM
Get Ready to Think Big!
Facilitator: RJ Patel
Kick off the workshop with a powerful session led by RJ Patel, where you’ll confront the real question: "Is your business leaving money on the table by failing to plan effectively?". RJ will help you explore bold visions for 2025 and ensure your goals are both ambitious and achievable.

10:00 AM – 10:15 AM
Break

10:15 AM – 12:15 PM
Are You Ready to SWOT? (Part 1)
Facilitator: Gosia Baran
It’s time to dig deep with "What strengths are you not leveraging and what weaknesses could undermine your 2025 goals?". Gosia Baran will guide you through an in-depth SWOT analysis to uncover both internal and external factors impacting your business.

12:15 PM – 12:45 PM
Lunch Break

12:45 PM – 1:00 PM
Afternoon Kickoff

1:00 PM – 3:00 PM
Are You Ready to SWOT? (Part 2)
Facilitator: Gosia Baran
Continue your SWOT analysis, diving into actionable strategies. "How can you turn threats into opportunities for 2025?" Gosia will ensure that you walk away with clear insights to implement immediately.

3:00 PM – 3:10 PM
Break

3:10 PM – 4:40 PM
Forecasting & Goal Setting (Part 1)
Facilitator: Tom Stewart
"Do you have a roadmap for success or are you navigating blindly?" Tom Stewart introduces practical forecasting tools to map out your goals for 2025, helping you plan with precision and confidence.

4:40 PM – 4:50 PM
Break

4:50 PM – 5:45 PM
Forecasting & Goal Setting (Part 2)
Facilitator: Tom Stewart
Continue refining your goals and forecasts with Tom. "Is your plan adaptable enough to weather any challenges 2025 may bring?"

5:45 PM – 6:00 PM
Day 1 Wrap-Up

Day 2: Budgeting and Financial Planning

Thursday, October 17, 2024

9:00 AM – 9:15 AM
Day 2 Kick-Off

9:15 AM – 10:45 AM
Forecasting & Goal Setting (Part 3)
Facilitator: Tom Stewart
Complete the final steps of your forecasting process with an emphasis on "How accurate is your forecast, and does it account for unexpected opportunities or crises?"

10:45 AM – 11:00 AM
Break

11:00 AM – 12:30 PM
Financial Planning & Budgeting
Facilitator: Meaghan Likes
Budgeting isn’t just about numbers—it’s about priorities. "Are your financial strategies strong enough to support your 2025 goals?" Meaghan Likes will show you how to align your budget with your vision, making the budgeting process simple and powerful.

12:30 PM – 1:00 PM
Lunch Break

1:00 PM – 3:00 PM
Budget Workshop (Part 1)
Facilitator: Meaghan Likes
"What if poor budgeting is silently costing you up to 25% of your revenue?" Use Meaghan’s Budgeting Worksheet to build a solid financial plan for 2025, ensuring that every dollar works toward your success.

3:00 PM – 3:15 PM
Break

3:15 PM – 5:45 PM
Budget Workshop (Part 2)
Facilitator: Meaghan Likes
Continue refining your budget with hands-on support, ensuring that "your financial plan not only survives but thrives in 2025."

5:45 PM – 6:00 PM
Day 2 Wrap-Up

Day 3: Action Planning, Execution, and Accountability

Friday, October 18, 2024

7:30 AM – 8:30 AM
PCT Shop Tour
Hosted by RJ Patel
Get a behind-the-scenes look at operational excellence in action. "What does it really take to run an efficient, growth-driven cleaning business?" Join RJ for a tour of PCT Clean & PCT Janitorial to gain insights into best practices.

9:00 AM – 9:15 AM
Day 3 Kick-Off

9:15 AM – 12:00 PM
Action Planning, Execution & Accountability (Part 1)
Facilitator: Liz Trotter
Creating a plan is one thing—executing it is another. "How effectively are you aligning your business goals with strategic actions to achieve sustainable growth?" Liz will help you turn your vision into an actionable, results-driven plan.

12:00 PM – 12:45 PM
Lunch Break

12:45 PM – 2:45 PM
Action Planning, Execution & Accountability (Part 2)
Facilitator: Liz Trotter
Continue breaking down your goals into clear, actionable steps. "How can you hold yourself accountable to ensure these plans become reality?"

2:45 PM – 3:00 PM
Break

3:00 PM – 5:00 PM
Workshop Wrap-Up
Conclude with final reflections and next steps. "What are the key takeaways from this workshop, and how will you implement them to secure success in 2025?"