Strategic Planning Session
October 16-18, 2021
Advancing Communities Office
2828 N Central Avenue
Phoenix, AZ 85023
Proposed Agenda
Invited Guests
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9:00amWelcome & Orientation
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9:30amStakeholder Interviews
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10:00amBusiness Assessment Findings
- Structure
- Staffing
- Policies & Procedures
- Revenue Streams
- Loans & Expenses
- Vendors & Suppliers
- Customer & Order Management
- Product & Inventory Management
- Marketing Opportunities
- Accounting & Taxes
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11:00amChef Toby Q&A Session
- Focus Areas: Scalability, Recipe Development, Process Implementation Strategies
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12:00pmWorking Lunch
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1:00pmWholesale Program Findings
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1:30pmMarketing Manager
- Focus Areas: Growth Management, Localized Marketing, Location Acquisitions & Development
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2:30pmFinancial Analysis Findings
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3:00Experience Integration Business Associate
Focus Areas: Customer Experience Expectations, Systems Adoption & Utilization, Multi-Location Management
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4:00pmConclude
Stakeholders
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9:00amRecap & Overview
- Present Strategic Decisions
- need to be made by the end of the session
- Present Strategic Decisions
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9:15amHRM System
- Integrated Human Resource Management System
- Applications
- Schedules
- Compensation
- Staff Reviews
- Secure Document Storage
- Integrated Human Resource Management System
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10:00amBusiness Infrastruture
- Staffing Needs
- Schedules
- Production Targets
- Sales Targets
- Incorporation Details
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10:45amBreak
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11:00amCommercial Real-Estate for Manufacturing Facility
Focus Areas: Availability, Space & Location Considerations, Pricing & Financing Options
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11:30amIntegrated POS System(s)
- In-Store(s)
- Online
- App
- Wholesale
- Farmer’s Markets
- Look & Feel
- Functions & Features
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12:00pmWorking Lunch
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1:00pmInventory & Procurement Management
- Hardware
- Software
- Storage Systems
- Procurement Policies
- Inventory Management Procedures
- Product Production Schedule
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1:45pmBreak
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2:00pmBranding Essentials
Focus Areas: Graphic Identity, Style Guides, Space Layout Rendering Process, Design Options
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3:00pmGrowth Plan
- Investor Opportunities, Platforms & Expectations
- Franchise Opportunities, Locations & Requirements
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4:00pmConclude
All Staff
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12:00pmWelcome & Orientation
- Staff Introductions
- Video Feedback Interviews
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12:30pmLunch / Product Tasting
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1:00pmNew Processes & Procedures
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2:00pmCommunication Scavenger Hunt
- Please download the Synology Chat App
- Server: advancingcommunities
- Username: firstname
- Password: 12345678
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2:30pmHope’s Artisan Bread Strategic Plan
- 2021 Q4 Goals & Milestones
- 2022 Q1 Goals & Milestones
- 2022 Q2 Goals & Milestones
- 2022 Q3 Goals & Milestones
- 2022 Q4 Goals & Milestones
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3:00pmConclude


