Strategy Planning for OBMs | $197

This class teaches you how to turn your client’s big ideas into clear plans, real projects, and execution rhythms that actually stick. You’ll learn how to guide strategic planning conversations, break goals into tasks, and lead planning meetings that keep the team on track—week to year.

GET ACCESS TO THE CLASS

Downloadable Resources

This class comes with ready made templates so you can implement and learn immediately.

On-demand video

Learn the skills you need in hours and not months for each lesson.

Lifetime Access

Keep your class materials for

the life of the program.

This class is for you if

You want to confidently lead strategic planning conversations with clients.
You’re tired of vague “big vision” convos and need a clear way to break them into action.
You want to run team planning rhythms without relying on the client to “drive the meeting.”
You need reusable templates to lead weekly, monthly, and quarterly planning.

Resources & Templates

Year-Round Strategy Planning & Tracking Template
Meeting Agenda Template(s) (Weekly, Monthly, Quarterly, Annual)
Goal to Project Exercise Template

What You'll Learn

Module 1 - Building the Strategy (The What & How)

Understand the difference between visions and goals and how to extract both from your clients

Learn a proven process to turn a client’s goal into a clear, actionable strategy

Break down strategies into projects and tasks so you always know what’s next

Use the BusinessOS templates to map out, track, and manage client strategies

Master a repeatable system for adjusting and refining strategy over time

Module 2 - How OBMs Lead Execution (One Meeting at a Time)

Learn how to confidently lead client strategy meetings and set the tone for leadership

Build annual, quarterly, monthly, and weekly strategy rhythms that keep clients on track

Use structured planning cycles to manage priorities without burning out the team

Streamline meeting prep, agendas, and follow-ups so nothing slips through the cracks

Frequently Asked Questions

Do I need to already have clients to use this?

Nope. This class works whether you’re brand new and want to practice audits, or you’re already working with clients and want a structured process.

How long will it take me to complete the class?

You can get through the lessons and templates in just a few hours. The goal isn’t to overwhelm you with content — it’s to give you a process you can start applying right away.

What tools do I need?

Nothing fancy. The templates are provided in Google Docs/Sheets, and the main audit is conducted via an Airtable Database that automates to the Google doc.

Will this help me actually lead the planning process with clients?

Yes. This class is built to help you become the strategic partner your clients rely on—not just a note taker or task doer.

How long do I have access to the class?

You’ll have lifetime access to the class materials for as long as the program is offered. Access covers the version you purchase at checkout; updates or future versions are not guaranteed.

Stop taking notes. Start leading the plan.

Your clients don’t need another “what’s the goal this week?” meeting. They need someone who can turn their ideas into action—and make sure it gets done. This class gives you the exact tools to do that.