How To Build An Effective Organization Plan Workshop

A practical workshop for business owners, executives, and non-profit leaders who want to optimize their organizations.

How to Build an Effective Organization Plan Workshop

This workshop will help senior leaders understand the importance of building a detailed organization plan.

Not only will this workshop help leaders to acknowledge what they are doing well, but they will also gain insights into areas of need, so they can then prioritize the steps they need to take to make their organizations successful.

Key learnings include:

Gordon Sheppard - Business Expert Solutions
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“67% of well-formulated strategies fail due to poor execution.”

Harvard Business Review

The Organization Plan Template

How To Build An Effective Organization Plan - By Gord Sheppard - Business Expert Solutions

The ‘How To Build An Effective Organization Plan’ workshop is based on the 80-page Organization Plan Template.

This highly-detailed template can be used to start your own Organization Plan.

It features:

  • Key questions you should be asking about all major areas in your business
  • Prompts to make sure you aren’t missing any essential information and insights
  • A detailed ‘dashboard’ which serves as the ultimate checklist to optimize your entire business!
Organization Plan Dashboard - By Business Expert Solutions - Gord Sheppard

Key Learning Objectives

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1. Introduction To Organization Planning

In part 1 participants will understand the benefits of doing organization planning. They will also receive a copy of the 32 page Organization Plan Template that they can use to start their own plan after the workshop is over.

2. Analyzing External and Internal Needs

In this section participants will gain an understanding of the external factors that are affecting their organization by doing a PEST Analysis (Political, Economic, Social and Technological factors).

Then each person will get started on the SWOT Analysis for their organization, which will help them understand their strengths, weaknesses, opportunities and threats.

3. Strategic Planning

Participants will learn the 5 key areas of strategic planning which include developing:

4. Work Plan Development

In this step participants will learn how to build a practical workplan which will help them successfully execute their strategic plan.

Key concepts include solving major issues and creating accountability by implementing a clear ‘what, who, when’ framework.

5. Optimizing Organization Structure and People

Participants will explore the current structure of their organization and then project what adjustments need to be made to be successful in the future.

They will also examine whether or not they have the right people, with the right competencies in the right roles to make their organization succcessful.

6. Operational Understanding and Improvement

In this section leaders will gain a high level understanding of all major areas of their organization, along with recommendations about how to improve them.

Areas that will be covered include:

7. Measuring Results and Continuous Improvement

In this section leaders will learn about key measurements and choose the ones they can apply to their own organizations.

This will allow them to know whether or not they are on track and in a position to continuously improve their organization.

What Customers Are Saying

What You Get

How To Build An Organization Plan Template

Organization Plan Template

Every participant will receive a copy of the 32-page Organization Plan Template. They will be able to use this template to start their own customized Organization Plan.

Instructions In Advance

Whether it’s in-person or online, each student will receive instructions in advance so they can get the most out of this workshop. For example, online participants will get a Zoom link, password, and instructions about how to login.

A Highly Interactive & Engaging Session

The session begins with hearing from each individual about their organizational challenges, and we talk about how to address them.

Then students are introduced to each section in the Organization Plan Template.

  1. Introduction to Organization Planning
  2. Analyzing External and Internal Needs
  3. Strategic Planning
  4. Workplan Development
  5. Optimizing Organization Structure and People
  6. Operational Understanding and Improvement
  7. Measuring Results and Continuous Improvement

Throughout the session participants will work in small groups and large groups where they can also learn from each other.

They will also be challenged with dynamic exercises and thought provoking questions.

Overall the leaders will gain a new level of confidence and skills as they go on to fully develop and implement their own organizational plan.

Gordon Sheppard - CEO Business Expert Solutions

A Highly Experienced Instructor

The How To Build An Effective Organization Plan Workshop is taught by Gordon Sheppard, an Organizational Development Expert who has helped thousands of leaders to grow through coaching, training and consulting engagements.

See a detailed description of why you should work with Gordon below.

A Great Networking Opportunity

During this interactive session leaders will also have multiple opportunities to get to know each other so they can expand their network.

Certificate Of Completion

At the end you’ll receive a certificate of completion, so you can let your colleagues know that you completed the ‘How To Build An Effective Organization Plan’ workshop!

Professional Development Credits

Many professionals who have complete this workshop will be eligible for multiple hours of Professional Development Credits from their Association (APEGA, CPHR, AICPA, PMI etc.). So check with your Professional Association to see if this training is eligible.

Instructor Follow-Up

Your instructor is always just an email away if you have any follow up questions.

Gord Sheppard - Organizational Development Consultant, Meeting Facilitator, Leadership Coach - Business Expert Solutions

A More Productive and Profitable Organization

Investing in the How To Build An Effective Organization Plan Workshop will ultimately lead to your organization becoming more productive and profitable!

Book A Workshop Today!

Get in touch so we can help you learn about how this workshop can benefit your entire organization.

Workshop Details

Number of Participants

This workshop can done for a variety of group sizes ranging from 1 leader to 200 people, in small venues, at large conferences, or at your office.

Workshop Duration

It is recommended that you book 1/2 day for this workshop, but it can also be customized to meet your needs.

In-Person or Online

This workshop can be delivered via Zoom, or in-person at your location, or as a breakout or Keynote session at a conference.

Eligible For Professional Development Credits

Many professionals who have complete this workshop will be eligible for multiple hours of Professional Development Credits from their Association (APEGA, CPHR, AICPA, PMI etc.). So check with your Professional Association to see if this training is eligible.

Cost

Cost can be billed per student, or based on a special flat rate per group. Get in touch for details.

What Customers Are Saying

Our Clients Inlcude

Workshop Summary

BEFORE

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A Customized Approach To Suit Your Organization Needs

How To Build An Organization Plan Template

The Organization Plan Template

Detailed Instructions and Workshop Agenda

DURING

Highly Engaging And Interactive Session

Gordon Sheppard - CEO Business Expert Solutions

Experienced Instructor Gordon Sheppard

Networking Opportunity

AFTER

Certificate Of Completion

Professional Development Credits

Instructor Follow-Up

The Organization Plan Template - Description

How To Build An Effective Organization Plan - By Gord Sheppard - Business Expert Solutions

The Organization Plan Template is a practical tool that helps leaders to understand every aspect of their organization. It helpe them to prioritize what is going well and what they need to work on next.

Here’s a sample of what you’ll get in the Organization Plan Template:

Organization Plan Dashboard - By Business Expert Solutions - Gord Sheppard

A Detailed Dashboard

The highly detailed dashboard in the Organization Plan Template will help you navigate the document quickly, so you can focus on one key issue at a time.

Organization Plan Template Helpful Questions - Business Expert Solutions - by Gord Sheppard

Helpful Questions

The Organization Plan Template features important questions that leaders can answer to optimize their organizations.

How To Build An Organization Plan Workshop - Certificate of Completion - Business Expert Solutions - by Gord Sheppard

Certificate of Completion

Every leader who completes the workshop will receive a certificate of completion, which you’ll find at the end of the template.

What Customers Are Saying

This Workshop Is For All Leaders Including:

Why Hire Gordon Sheppard

Gordon Sheppard - CEO Business Expert Solutions

Gord is passionate about helping leaders to succeed. His work is dedicated to providing them with insights and information that they can put into action.

Gord has presented workshops on a variety of topics for companies and events across Canada and the United States for organizations including; AICPA; APEGA; PMI Northern Alberta; Economic Developers Association of Alberta; Calgary and Area Medical Staff Society; CPHR Alberta; MARCOM; University of Alberta; King’s University; Concordia University; Burman University; Rotary District 5360; Alberta Girl Guides; ATB Financial: APC – Administrative Professionals Conference and more.

Gord is the CEO of Business Expert Solutions Inc., a company that inspires and empowers leaders to take action and transform their organizations with impactful insights, training and services from industry experts.

He is also a Leadership Coach, Organizational Development Consultant, Professional Speaker, Meeting Facilitator and Trainer.

He combines a Master’s Degree in Business Administration with a Bachelor’s Degree in Drama, and Prosci Change Management Certification to deliver a unique, people -centred approach that helps leaders to succeed.

Gord has worked successfully with CEOs, Executives, Managers, Employees, Students and Volunteers across all sectors.

You can hire Gord to deliver a workshop, coach executives, facilitate difficult conversations, help you build your organization strategy, speak at your event, and more.

Notable Appearances Include

MEG Energy Corp MEG Energy announces record 195 million free c

MEG Energy - Effective Meetings Professional Development Workshop

Thanks again to MEG Energy for bringing me back to present the Effective Meetings Professional Development Workshop – online!  This group of highly engaged professionals shared openly and they were eager to grow their communications skills.

Visit https://www.megenergy.com/ to learn more!

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Association of Professional Engineers and Geoscientists of Alberta
APEGA Nexus Conference

I really enjoyed presenting to more than 275 people at the APEGA Nexus Online Conference on June 9, 2021!  I also appreciated the great reviews and look forward to working with APEGA in the future.

“APEGA’s premier PD event brings together new and seasoned professional engineers and geoscientists for two days of expert-led sessions on industry innovation, technical competence, and regulation in Alberta.”

Visit https://apeganexus.ca to learn more!

Gord At APEGA Nexus Conf 2021 4
2 Gord at nexus APEGA 2021 screencapture apeganexus ca sessions effective meetings for leaders 2021 06 11 08 02 11
AICPA logo Meeting Leadership Inc. Events Page

AICPA Women's Global Leadership Summit 2019 San Diego, California, USA

It was great to present ‘The Truth About Meetings For Executives (and how to fix them…)” at the AICPA Women’s Global Leadership Summit 2019 on November 7, 2019 in San Diego, California! And if you are a woman looking for a great leadership training conference then visit their website to learn more at

https://www.aicpastore.com/NotforProfit/aicpa-women-s-global-leadership-summit/PRDOVR~PC-WOM/PC-WOM.jsp?selected_skucode=WOM19

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Edmonton Confederation of Community Leagues Leagues Alive Conference
Edmonton, Alberta, Canada

I really enjoyed delivering the Keynote speech  at the Edmonton Federation of Community Leagues Annual Conference on October 26, 2019! And if you want to learn more about the great work that EFCL does to support your community, then visit https://efcl.org/

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Summary Of What You Get In The Workshop

BEFORE

Business Expert Solutions - Checkmark

A Customized Approach To Suit Your Organization Needs

How To Build An Organization Plan Template

The Organization Plan Template

Detailed Instructions and Workshop Agenda

DURING

Highly Engaging And Interactive Session

Gordon Sheppard - CEO Business Expert Solutions

Experienced Instructor Gordon Sheppard

Networking Opportunity

AFTER

Certificate Of Completion

Professional Development Credits

Instructor Follow-Up

Get In Touch!

Click the button to submit your contact information, and we’ll get in touch right away to help you book a workshop.

We Have More Workshops!

Our community is full of business experts who deliver outstanding professional development workshops.

So if there is at business topic that you would like to learn about, and you’re looking for an instructor, then get in touch.

Gordon Sheppard - Organization Consultant, Leadership Coach, Organization Development Consultant - Business Expert Solutions