Strategic Planning Session

October 16-18, 2021

Advancing Communities Office
2828 N Central Avenue
Phoenix, AZ 85023


Proposed Agenda

Invited Guests

  • 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

Stakeholders

  • 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

All Staff

  • 12:00pm
    Welcome & Orientation
  • 12:30pm
    Lunch / Product Tasting
  • 1:00pm
    New Processes & Procedures
  • 2:00pm
    Communication Scavenger Hunt
    • Please download the Synology Chat App
    • Server: advancingcommunities
    • Username: firstname
    • Password:  12345678
  • 2:30pm
    Hope’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
  • 3:00pm
    Conclude
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