Vancouver Regional Meeting Prep
2027 Business Planning Session
The Vancouver business planning sessions are designed to help you evaluate your current business performance and develop a practical, profitable, and sustainable plan for 2027. To make the most of our time together, there is some preparation to complete before the meeting.
We've created two workbooks to guide you through reviewing your current performance, identifying growth opportunities and constraints, and establishing the foundations of your 2027 plan. Completing this work in advance of the meeting will ensure you're ready to focus on discussion, planning, and refining your strategy during the session, rather than gathering information.
Please Note: Preparation requirements vary by regional meeting. Before getting started, please make sure you're registered for the Vancouver meeting, as the prep resources and instructions on this page are specific to the Vancouver session.
Session Prep Resources
Current State Business Snapshot Workbook
Access the workbook you'll use to prepare for and participate in the morning session >>>HERE<<<
2027 Profitable and Sustainable Plan Workbook
Access the workbook you'll use to prepare for and participate in the afternoon session >>>HERE<<<
Business Planning Workbooks Walkthrough
Watch the step-by-step video explaining how to complete your prep for both sessions >>>HERE<<<
What You Need to Do
Morning Session—Current State Business Snapshot
Before the meeting, complete tabs 1–4 of the Current State Business Snapshot Workbook, which cover your marketing and sales performance, financial position, team capacity, and key business observations.
Afternoon Session—2027 Profitable and Sustainable Plan
Before the meeting, complete parts 1–3 of the 2027 Profitable and Sustainable Plan Workbook, which cover your business priorities, 2027 goals, and key business metrics. Completion of part 4 before the meeting is optional.
The remaining sections of both workbooks will be completed together during the sessions. We encourage you to review them beforehand to familiarize yourself with the workbooks.
Allow approximately 1–2 hours to complete the prep work. The walkthrough video will guide you through both workbooks and explain what's required.
Your business coach is available to support you with your prep. If you have questions or need assistance finding any of the required information, reach out to your coach or the training team at training@tutordoctor.org.
