2025 Goal Setting and Budgets Workshop

Cpb 2025 Goal Setting Budgets 3 1 Scaled

2025 Goal Setting and Budgets Workshop


Livestream?

>>> BOGO FLASH SALE REQUIREMENTS: MUST BE FROM THE SAME COMPANY <<<

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

Transform Your Cleaning Business with Advanced Insights from Top Industry Leaders

Join us for an immersive three-day workshop designed specifically for cleaning business owners who aim to excel in strategic goal setting, master budgeting, and streamline operations. Engage with our panel of seasoned experts who have not only founded successful businesses but also revolutionized practices in the cleaning industry.

Detailed Speaker Insights:

  • RJ Patel - Get Ready to Think Big!
    Not just the host but also the founder of PCT Clean and PCT Janitorial, RJ is renowned for his operational mastery in the cleaning industry. He is known for his advanced business methodologies that ensure high efficiency and effectiveness across business functions. What steps are you taking to ensure your operations are as efficient and effective as possible?
  • Gosia Baran - Are you ready to SWOT?
    The entrepreneurial force behind Helping Hands Cleaning Services and Helping Hands Commercial Cleaning, Gosia brings a wealth of knowledge on optimizing business operations. She will share her experiences and strategies in streamlining processes to maximize efficiency and profitability. Is your operational strategy designed to scale with your business's growth?
  • Tom Stewart - Forecasting & Goal Setting
    Founder of MaidCentral and CEO of Castle Keepers, Tom leverages technology to enhance business operations and infrastructure. His focus will be on how modern software solutions can automate and optimize business processes. How can technology transform your business operations to increase efficiency and customer satisfaction?
  • Meaghan Likes - Financial Planning & Budgeting
    Founder of Likes Accounting and Bookkeeping Academy Online, Meaghan has dedicated herself to educating entrepreneurs on mastering financial intricacies. Specializing in Budgets, she will help you understand how to prepare and adapt budgets that reflect and support your business’s strategic goals. Are your financial strategies robust enough to support your business's growth and adaptability?
  • Liz Trotter - Action Planning, Execution & Accountability
    Founder of Core Profit Builders, is a powerhouse in strategic business coaching and leadership development. With decades of experience in the cleaning industry and a passion for creating sustainable business models, Liz will guide you through the intricacies of your Strategic Action Plan for 2025. How effectively are you aligning your business goals with strategic actions to achieve sustainable growth?

Why This Workshop is Essential for You:

  • Tailored Expertise: Each speaker has been chosen for their proven track record and deep industry knowledge specific to cleaning businesses.
  • Practical Application: Sessions are designed to provide actionable strategies that you can apply directly to your business for immediate results.
  • Networking Opportunities: Connect with other ambitious business owners, share experiences, and build relationships that can lead to long-term collaborations.

This workshop is an invaluable opportunity for cleaning business owners who are committed to achieving operational excellence and robust financial health in their businesses. Don't miss out on the chance to redefine your approach and set the stage for significant growth in the coming years.

Register now to secure your spot and start transforming your business trajectory with expert insights!

 

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 by exploring your vision for 2025. RJ will help you assess whether your goals are bold enough and realistic for the year ahead.

10:00 AM – 10:15 AM
Break

10:15 AM – 12:15 PM
Are You Ready to SWOT? (Part 1)
Facilitator: Gosia Baran
Gosia leads an in-depth SWOT analysis session, helping you evaluate your strengths, weaknesses, opportunities, and threats, both individually and within the broader industry.

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 as Gosia guides you to deeper insights and actionable strategies.

3:00 PM – 3:10 PM
Break

3:10 PM – 4:40 PM
Forecasting & Goal Setting (Part 1)
Facilitator: Tom Stewart
Tom introduces forecasting tools to help you map out your path to success in 2025.

4:40 PM – 4:50 PM
Break

4:50 PM – 5:45 PM
Forecasting & Goal Setting (Part 2)
Facilitator: Tom Stewart
Continue refining your 2025 goals and plans using Tom's practical forecasting tools.

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 and goal-setting process.

10:45 AM – 11:00 AM
Break

11:00 AM – 12:30 PM
Financial Planning & Budgeting
Facilitator: Meaghan Likes
Learn how to develop a budget that aligns with your goals and discover tips to make budgeting both simple and effective.

12:30 PM – 1:00 PM
Lunch Break

1:00 PM – 3:00 PM
Budget Workshop (Part 1)
Facilitator: Meaghan Likes
Use Meaghan's Budgeting Worksheet to create a solid financial plan for 2025.

3:00 PM – 3:15 PM
Break

3:15 PM – 5:45 PM
Budget Workshop (Part 2)
Facilitator: Meaghan Likes
Continue building and refining your budget to ensure you can achieve your goals.

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
Join RJ for a tour of PCT Clean & PCT Janitorial to see operational excellence in action.

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
Liz helps you break down your vision into actionable steps while ensuring you remain accountable to your 2025 goals.

12:00 PM – 12:45 PM
Lunch Break

12:45 PM – 2:45 PM
Action Planning, Execution & Accountability (Part 2)
Facilitator: Liz Trotter
Continue the process of creating a clear action plan that will drive your success in 2025.

2:45 PM – 3:00 PM
Break

3:00 PM – 5:00 PM
Workshop Wrap-Up
Final reflections, key takeaways, and next steps to implement your 2025 goals.

Cleaning Company Coaching Testimonials