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Lean Strategic Planning System

Our Lean Strategic Planning System is a proven and highly effective planning and goal achievement system that balances structure with flexibility and will help you cut through noise, distractions, and competing priorities so you can achieve your biggest goals and create a scalable, profitable, and sustainably successful business without working 24x7 and giving up your personal life, health, and freedom for your next level of business success.

It includes expert and proprietary training modules plus robust implementation toolkits that span:

  • Defining your next level vision and values
  • Defining goals and revenue targets
  • How to connect vision to execution
  • How to build backlogs of the highest value activities
  • 90 day planning
  • Strategic planning cadences
  • Implementing an effective digital project management system
  • KPIs, success measures, and dashboards
  • Adopting a kaizen culture of continuous improvement
  • Advanced project management techniques

Whether you are just starting to implement a strategic planning framework or you are a seasoned planning pro who needs to level up what you are doing to achieve next level results with your team, the Lean Strategic Planning system will help you connect your big bold vision down to the day to day activities in your business so you have confidence you are always working on the right things.

Includes the entire lean strategic planning system with numerous done-for-you templates and SOPs, and so much more than you can use as a jumping off point and adapt to your specific business needs.

When you join, you get instant and lifetime access to:

  • Expert Modules focused on how to implement a strategic planning framework designed specifically for scaling small businesses
  • Robust Implementation Toolkits with the training, templates, adaptable SOPs, and systems


Want private 1:1 advisory and implementation support plus access to our complimentary backend systems that will allow you to simplify and scale your business without everything being dependent on you? 

Join us inside Ops Academy which includes access to the Lean Strategic Planning System PLUS 1:1 implementation advisory and support.

Here is a sneak peek inside the Lean Strategic Planning System: