Strategic Planning Session

October 16-18, 2021

Driving Directions

9:00am

Welcome & Orientation
9:30am

Stakeholder Interviews
10:00am
Business Assessment Findings
- Structure
- Staffing
- Policies & Procedures
- Revenue Streams
- Loans & Expenses
- Vendors & Suppliers
- Customer & Order Management
- Product & Inventory Management
- Marketing Opportunities
- Accounting & Taxes
11:00am
Chef Toby Q&A Session
Disneyland Resort Dining
- Focus Areas: Scalability, Recipe Development, Process Implementation Strategies
12:00pm

Working Lunch
1:00pm

Wholesale Program Findings
1:30pm
Marketing Manager
Colado’s Coffee & Crepes
- Focus Areas: Growth Management, Localized Marketing, Location Acquisitions & Development
2:30pm

Financial Analysis Findings
3:00

Experience Integration Business Associate

The Walt Disney Company

Focus Areas: Customer Experience Expectations, Systems Adoption & Utilization, Multi-Location Management
4:00pm

Conclude

9:00am
Recap & Overview
- Present Strategic Decisions
  
  need to be made by the end of the session
9:15am
HRM System
- Integrated Human Resource Management System
  
  Applications
  
  Schedules
  
  Compensation
  
  Staff Reviews
  
  Secure Document Storage
10:00am
Business Infrastruture
- Staffing Needs
- Schedules
- Production Targets
- Sales Targets
- Incorporation Details
10:45am

Break
11:00am

Commercial Real-Estate for Manufacturing Facility

The Nest Group

Focus Areas: Availability, Space & Location Considerations, Pricing & Financing Options
11:30am
Integrated POS System(s)
- In-Store(s)
- Online
- App
- Wholesale
- Farmer’s Markets
- Look & Feel
- Functions & Features
12:00pm

Working Lunch
1:00pm
Inventory & Procurement Management
- Hardware
- Software
- Storage Systems
- Procurement Policies
- Inventory Management Procedures
- Product Production Schedule
1:45pm

Break
2:00pm

Branding Essentials

Design Specialist Ramon

Focus Areas: Graphic Identity, Style Guides, Space Layout Rendering Process, Design Options
3:00pm
Growth Plan
- Investor Opportunities, Platforms & Expectations
- Franchise Opportunities, Locations & Requirements
4:00pm

Conclude