Master/Elevate Advisory Group

The Master/Elevate Advisory Group is for growing businesses, that have employees, and range from $500,000 to $1Million in gross revenues. Candidates must have a growth mindset and be ready and willing to learn from the facilitator and other women in the group.

October 28th 2021

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Evaluation 1
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Business Analysis: Current & Future State
Diana Southall (guest speaker) led the group through a detailed needs assessment (see questionnaire attached) and then an exercise to help people understand their current state, the areas they need to focus on (including Financial/Cash, Sales/Strategy, Customer, People, Leadership/Culture) and their future desired state.

November 18th 2021

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Evaluation 2
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Defining Your Vision, Mission & Values
2 hours
Every successful organization has a well-defined Mission, Vision and Core Values. This is key to recruiting quality employees and to delivering on your brand promise to your clients. I will walk the group through how to do this.  Facilitator: Lindsey Zajac

December 16th 2021

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Evaluation 3
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SWOT Analysis & Strategic Goal Planning
2 hours
A SWOT assessment is helpful in identifying the greatest strengths and needs in an organization. This information will help define the critical goal categories to focus on in 2022.  Deliverable: SWOT assessment tool and goal planning template
 Facilitator: Cheri Carter

January 27th 2021

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Evaluation 4
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Implementing your Strategic Goals into an Operational Plan
2 hours
Once you have developed your strategic plan for 2022 you will need to break those goals down into actionable items that you can be executed on. 
 Deliverable: Strategic plan template and goal planning worksheets
 Facilitator: Cheri Carter

February 24th 2021

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Evaluation 5
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Review Your Strategic Plan and Share Best Practices
2 hours
Each member of the group will share their strategic plan with the group and receive valuable feedback on it. Cheri and Lindsey will then share best practices to consider.  Deliverable: Draft Strategic Plan for 2022
 Facilitator: Cheri Carter

March 24th 2021

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Evaluation 6
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Finance and Growth Strategies for Success
2 hours
Every successful business owner needs to know their numbers and understand how their finances drive their business. Forecasting your revenue and cash projections will help you in executing your strategic plan.  Facilitator: Guest speaker

April 28th 2021

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Evaluation 7
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Skills for Implementing Your Strategic Plan
2 hours
The best strategic plan is only as effective as the leader who is going to implement it. Lindsey will discuss how to gain buy-in to your organization's goals, as well as how to manage your time, prioritize what is most important, and determine what can be delegated in order to achieve your goals.  Facilitator: Lindsey Zajac  

May 26th 2021

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Evaluation 8
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Defining a People Strategy for Your Business
2 hours
Having a people strategy is just as important as having a finance or marketing strategy. Lindsey will walk the members though a people planning process to identify current and future hiring needs. In addition, Lindsey will reiterate the importance of having a team of A players that live your core values and work well together to achieve goals. Facilitator: Lindsey Zajac  

June 30th 2021

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Evaluation 9
2
Putting Strategy into Practice- A Local Success Story
2.5 hours
We will hear from each member of the group on their experience in this program by having them share their journey over the last 10 months. Then we will hear from a local MWBE Certified Business owner on how she executed her strategic plan to deliver results. 
 Guest Speaker: MWBE Certified Business Owner
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Enrolled: 1 student
Lectures: 9
Level: Master Advisory Group
The Women's Business Center | Canisius College | Buffalo | New York
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