Your Freedom Tour toolkit

Agenda for the day

Four working sessions with your BOP coach, from doors open at 8:00 AM to wrap at 4:00 PM. Open any session to see the questions we'll work through together.

1. 8:00 to 8:30 AMArrival, coffee and setup
2. 1

   Vision Prep

   8:30 to 10:30 AM, 2 hours

   We open with your Healthy Employee Assessment results, then work through your Vision, Mission, Values, Anchor and Annual Letter with your team's feedback in view.

   You'll leave with an updated Vision, Mission, Values and Anchor, and a started draft of your Annual Letter.

   Questions we'll work through

   • Are we on track toward the Vision, and is this still where we want to go?
   • Does my team know our Why, and does it still excite me?
   • Do our values separate us from everyone else who does what we do? Which ones are we not great at living out?
   • Based on our survey results, what can we add to our Anchor to build that into our culture?
   • What do I want to say in this year's Annual Letter?
3. 10:30 to 10:40 AMBreak
4. 2

   Financial Prep

   10:40 AM to 12:00 PM, 1 hour 20 minutes

   Bank accounts, account percentages, your Level Two Dashboard, your forecast and next year's annual budget, plus a check-in on your CPA and business attorney meetings.

   You'll leave with a 2027 budget built from your last three years of numbers and a forecast you can plan around.

   Questions we'll work through

   • Do we need to add or split any bank accounts? Do any percentages need to change?
   • Looking at the next 3 to 6 months, what do we need to tweak to prepare?
   • How much do we expect to generate next year, and does our business development strategy support it?
   • Based on the last 3 years of P&L, what do we project for next year's budget?
   • Is my year-end CPA meeting on the calendar?
5. 12:00 to 12:45 PMLunch, provided
6. 3

   People + Process Prep

   12:45 to 2:15 PM, 1 hour 30 minutes

   Your org chart, job roles, BIG 5 meeting agendas and leaders, performance and compensation reviews, and your MPR.

   You'll leave with an org chart and roles that match how your business runs today, refreshed meeting agendas and reviews drafted for your direct reports.

   Questions we'll work through

   • To accomplish the Vision, what roles need to be added or adjusted?
   • Which roles aren't written down or clear?
   • If we rebuilt our team meeting agenda from scratch, what would it look like?
   • What was the last ball dropped in the business, and where should we have caught it?
   • Any broken links, outdated or missing processes in our MPR?
7. 2:15 to 2:25 PMBreak
8. 4

   Personal Prep

   2:25 to 3:45 PM, 1 hour 20 minutes

   Your personal financial plan for next year, a check-in on your insurance and estate planning, and an introduction to the Financial Barn.

   You'll leave with a 2027 personal financial plan and a date on the calendar for the Financial Barn conversation at home.

   Questions we'll work through

   • Do I have a plan for growing my personal finances, and a meeting set with my CFP?
   • What do I need to save for next year, and which account will hold it?
   • Is my insurance audit on the calendar?
   • Does my will or estate plan need updates? Is anything significant unprotected?
   • When will my spouse and I sit down for the Financial Barn conversation?
9. 3:45 to 4:00 PMWrap and next steps