HOW IT WORKS

Working with YPO Forums is one of the great joys in my work.

I love working with groups who want to take their connection with each other, and their ability to support each other, to the next level. When you have a group who aligns on these purposes, we have amazing outcomes in personal lives, extraordinary results in business, and an overall experience of balance in life.

The process usually starts when a Forum member, often the Moderator, contacts me for a chat. From there, there are 4 main stages in the program.

4 Stages of The 10 Year Plan Program for YPO Forums

STAGE 1   GROUP Introduction to the 10 Year Plan

To begin, I come to a Forum meeting in person or via Zoom to introduce myself, the program, it’s philosophy and how it works. At this session I share the 10 Year Plan Workbook which kickstarts the process of writing individual 10 Year Plans.

STAGE 2   One-On-One DISCOVERY SESSIONS

In the second stage I schedule one-on-one sessions with each member (and partners if desired) For these sessions, members have completed brainstorming exercises in the workbook, and I meet them in their home, office or via Zoom - which ever is most convenient. These are powerful sessions that leave each member not only confident about, but excited about, writing the 1st Draft of their 10 Year Plan.

STAGE 3   One-On-One 10 Year Plan 1st DRAFT REVIEWS

In the third stage, members email the 1st Draft of their 10 Year Plan to me for review and then I provide feedback in a session to support its completion for presentation in the next stage.

STAGE 4   10 Year Plan Retreat Presentation Day  

The final stage is the 10 Year Plan Presentation Day, usually held within a Forum Retreat setting. At Presentation Day, each member presents their 10 Year Plan by reading it to the group. After each presentation, there is an opportunity for feedback, questions and discussion. During this day I deliver content and facilitate activities which provide practical tools and mindset strategies to help members achieve the goals they have set in their 10 Year Plans.

OPTIONAL STAGE 5   ADD-ON Goal Planning Session  

In the Goal Planning Session I meet members in their home or office to unpack the implementation process for their 10 Year Plan goals. This is a practical, hands-on session where we outline the major milestones that are necessary for achieving the goal. In this session, members are left with an understanding of how to apply the same process to other goals in their 10 Year Plan.