Business Planning 2022

338 Main Street,Longmont CO 80501

22 October, 2021

Description

Join us for presentation on how to Build Your Business Plan for 2022. Presented by High Country Bank and Cultivate Advisors You've probably locked in some goals with your advisor. Take the next step to formalize those goals with Cultivate Advisor Cristy O'Connor as she walks you through best practices for goal setting. Topics covered in this webinar will be: Planning Mindset - How to think about planning Planning Elements - Goals, KPI's, Leading Indicators Planning Framework - Process to follow, Connecting macro to micro Collaborative Planning - Bringing the team into the planning process