The University of Vermont

Vermont Family Business Initiative

A Strategic Plan Primer

When the 5-Year Plan is 10-years Old.

Date: March 12, 2009
Time: 8:30am - 10:30am
Presented By: With Cheryl Stein, President Stein Coaching and Consulting
Cost:
Free for members.
$25 for guests.
Registration link: http://vfbistrategicplan.eventbrite.com/

Location: Stoweflake Inn, Stowe, Vermont

Description: Every business has been there. A strategic plan was discussed, developed, delivered then somewhere it went dormant. Yet virtually all research affirms the fact that without well articulated vision, mission and goals, a business will find sustained success elusive. In an environment where stakeholders wear multiple hats and need to keep their focus in an ever turbulent economic landscape, strategic planning is essential to the health of the family and privately owned business. This executive level forum will explain the critical process of executing a successful strategic plan including: alignment between family mission/vision and business mission/vision, exploring strategic potential, exploring business strategies, choosing direction, basic evaluations of strategic options, exploring family commitment, developing effective ownership.

Presenter Bio: Cheryl Stein draws on over fifteen years of experience in a family business as well as a Masters Degree in Organizational Development and Management to help family businesses with transitions and change. She specializes in strategic planning, leadership development, succession and governance. Prior to becoming a family business consultant, Cheryl served as a vice president of her family’s eighty-year-old real estate company. She worked with her grandparents, parents and siblings in a functioning multi-generational family enterprise. Although she continues to work part time for the family company in an advisory capacity, since early 2006, she has been consulting full time.

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    Vermont Training Program Grants

    Program Grants Available

    Non-credit workshops and courses only

    Employees working in the industries of: manufacturing, healthcare, informational technology, telecommunications, and environmental engineering may be eligible for up to a 50% discount on courses. This grant is offered through a partnership with the Vermont Training Program and the Department of Economic Development. For more details call 888-222-3413 or 802-656-4033.

    Notice to Trainees

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    Act 192 of the 2008 Vermont Legislature requires employers and other training providers receiving support from the state to provide the social security number of each individual participating in the training to the department of state government supporting the training. The social security number will be used to gather wage information from the Department of Labor's files after you complete training, in order to evaluate the training program.

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