1. DrAraneta@gmail.com
8-27-29-2016
1
Business Start-up Workshop-Retreat- Aug 27-29, 2016
a. Clarify&finalize CoachingAgenda,Scope of Work,etc.
b. DiscussPre-WorkWhy,Be,Dos
c. Finalize Life VisionBoards
d. DevelopBusiness Vision,Purpose/Mission,Strategies/Goals/Objectives/Plans
e. ClarifyResponsibilities/Accountability
f. Define stakeholdersof the business
g. Populate the BusinessPlanTemplate(online)
h. Populate yourStrategicAction(Marketing) PlanTemplate
i. NextStepsbywhen(calendars)
ACTIVITY DESCRIPTION TIME ALOTTMENT PARKING LOT
Visit Urgent Care Site
Kick off Meeting to clarify
terms of Engagement,
Coaching Agenda, Retreat
Schedule
Presenting scope of
expectations and assignment,
fees, coaching agenda
clarification, any needfor
revisions, signing of the
agreement.
20-30 minutes
Life Wheel (individual
assessment)
How Am I living my life now?
How would I like it to be?
20 minutes
Why, Be, Dos Butch & Mary individually
shares & discusses, to
generate possible insights for
inputs into their Vision
Boards
15minutes
Dancing with Paper
Calling My Right Brain
Passions &Core Values
Generator
Releasing the creative mind
(Swirl & Fly)
Embracing My Right Brain
Generating Ideas
90
minutes
Individual Core Values,
Vision/Mission Boards
(Pictures, words, symbols,
etc.)
Mary & Butch prepare Vision
Boards Individually & Couple
(Business Partners)
60 minutes

2. DrAraneta@gmail.com
8-27-29-2016
2
ACTIVITY DESCRIPTION TIME ALOTTMENT PARKING LOT
Choosing Roles in my Re-
Designedlife (See PPT)
Roles that enable Butch &
Mary to have a life of success,
significance andbalance
30 mins
Choice Accountability Matrix Recognizing the needto be
more consciously choicely as a
way to approach life with
accountability
30 mins
Direction-Setting for Urgent
Care (Discuss Definitions)
Articulate Vision/Mission
Strategies & core values
120 mins
Identify Stakeholder and
identify “Gremlins”
Of self-distractions, doubts
possible show stoppers
What/Who can make or break
the business? Top 5 to
manage
20 mins
Identify Preliminary Initiatives Clarity on key initiatives to the
count-down/start-up
45 mins
Populate your Strategic Action
(Marketing) Plan Template
A list of strategic Actions
prioritizedto achieve before
count down/startup.
90 mins
Populate Business Plan (on-
line)
45 mins
Follow-up
Plans/Accountabilities
35 mins