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Business Planning Workshop

  • BAI · Business Workshop Events

Business Planning Workshops for Ambitious Business Owners

Most business owners don’t have a planning problem; they have an execution problem. Our business planning workshops give you a structured, full-day working session to build a complete plan tied to your numbers, goals, and your business reality.
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  • Upcoming Workshops

Learn, Plan, and Implement With Confidence .

Here are the upcoming workshops you can enroll in. Each is a full-day working session built around a single deliverable you walk away with.
  • Workshop · Virtual

Business Plan Workshop

A full-day strategic planning workshop where you build your complete business plan from scratch. This is one of the most impactful business growth training sessions BAI offers, in a guided live format where you do the actual work.

  • October 2026 | Full Day
  • Virtual (Online)
  • Limited Seats, High Accountability
  • Complete 7-Pillar Business Plan
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  • Workshop · Virtual

Marketing Plan Workshop

Build your complete marketing plan in one session, including ideal client profiling, positioning, lead generation, and intake optimization. Grounded in BAI’s proven business growth strategies, this small business workshop helps you replace guesswork with a repeatable system.
  • November 2026 | Full Day
  • Virtual (Online)
  • Limited Seats
  • Output: Complete Marketing Plan
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  • Workshop · Virtual

Budget Workshop

Plan your 2027 financials with confidence. Set revenue targets, map expenses, identify profit leaks, and build a budget that drives growth, not just track it. This strategic planning workshopensures you enter the new year with a financial plan you can actually execute.
  • December 2026 | Full Day
  • Virtual (Online)
  • Limited Seats, High Accountability
  • Complete 2027 Budget & Financial Plan
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  • More Than a Seminar. A Working Session.

Every Workshop Is Designed for Implementation

Most professional development workshopsleave you with slides and a highlighter. These leave you with a finished plan. Here’s how it works:

You Build a Plan, Not Just Listen

Every business growth workshop at BAI is structured as a working session. You’re not watching someone present, you’re building your actual business plan, marketing plan, or budget in real time, with expert guidance at every step.

One Deliverable Per Session

Each strategic planning workshop has one clearly defined output: a business plan, a marketing plan, or a budget. You know exactly what you’re walking away with before you register. No vague “insights.” One tangible plan.

Pain Points Addressed, Not Avoided

These sessions are built around the real problems inside professional service firms: no lead flow, owner dependency, no financial visibility, and no clear direction. Every workshop diagnoses the gap and closes it with a concrete plan.

Small Rooms, Real Attention

Every business planning workshop has a limited number of seats. Small groups mean you get direct access to James, real-time feedback on your specific plan, and a room where every participant is at a similar stage of growth.

  • Who are these events for?

Who These Workshops Are For

These professional development workshops are built for one type of person, the business owner who is done reacting and ready to build with intention.
✅ You Belong Here If…. ❌ Stay Home If...
You're running your business without a written plan You want to watch a presentation and leave
Growth feels inconsistent and hard to repeat You're not willing to work on your business in the room
Want a plan you'll actually use, not a template Expect a generic template to fix everything
Ready to work, not just watch and take notes Want theory, not an implementable plan
You own a professional service firm You're not committed to executing after you leave
Want expert guidance on your specific business You think planning is optional for growth
  • Frequently Asked Questions

Everything You Need to Know Before You Register

Common questions about BAI’s business planning workshops are answered directly.

What are the essential phases of a strategic business planning workshop?
A strategic business planning workshop typically follows four phases: diagnosis (identify current challenges), strategy (set priorities and goals), planning (build timelines and assign responsibilities), and accountability (define how progress will be tracked and reviewed).
When selecting a consultant, choose someone with real business experience, a structured facilitation method, and a proven track record of execution, not just coaching or theory.
To run a workshop effectively, start with a clear goal, complete pre-work in advance, keep the session focused on building decisions rather than collecting information, and finish with clear owners and next steps.
The main types of business plans are startup, strategic, operational, financial, marketing, growth, and contingency plans, which together cover the core needs of most businesses.
  • Your Plan Won't Build Itself

Stop Running Your Business on Instinct. Build the Plan. Execute It.

Business owners who scale consistently don’t wing it. They plan with intention, execute with structure, and adjust based on data. Our business growth workshopsgive you the framework, the facilitation, and the finished plan to do exactly that.
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