The Core Assets Workshop + Mastermind
BUILD YOUR FIRM ACCOUNTABILITY
CHARTÂ
BUILD + OPTIMIZE YOUR TRACKING SYSTEM
EXECUTION + IMPLEMENTATION
DAYÂ Â
MASTERMIND
WITH FELLOW MEMBERS
BOOK YOUR TICKET AND PACK YOUR BAGS
You’re invited to the most useful workshop ever.
So many of you have expressed wanting to build a reliable system and a dashboard for tracking your metrics.
And so many of you have requested help with Accountability Charts.
These two core assets are leverage for your firm and I want each of you to have them nailed.
This is deep work.
This work requires space to sink into focus-mode so that the end product is not half-baked.
The Core Assets Workshop is designed to give you the leverage points you need to build your firm in an even smarter way.
Building and using these assets empowers you to make decisions based on facts, not feeling. Without these assets, that’s not possible because you don’t have complete picture of the facts.
[Optional] Full Mastermind Day
The workshop alone is GOLD. Add the mastermind experience to take full advantage of time and knowledge-sharing with your peers.
Magic happens when expert facilitation is blended with some face-to-face connection with like-minded law firm owners, working and celebrating alongside one another.Â
This is the work that creates velocity.
THE DAILY ITINERARY
TUESDAY
Welcome Reception
We start the event together with a cocktail party, clinking our glasses with toasts of what’s to come.
February 21st, 6:00-8:30 PM
WEDNESDAY
Today is Accountability Chart Day!
WHY?
A well-defined Accountability Chart is a visual representation of your company, providing clarity about who owns the major functions in your firm and identifies the primary responsibilities for which they are accountable.
This asset shows you where the gaps exist in the firm and helps you resolve them. It can point the way when it is time to delegate and/or hire.
HOW?
You’ll first sketch out high-level, what major functions make up your firm. You’ll tweak and learn things about your business that will surprise you and inform future decisions.
You’ll use our spreadsheet template to fill in responsibilities for your Accountability Chart.
You’ll submit your work to our team where we’ll then produce a beautiful version you can print for your firm.
AND GUESS WHAT?
My team will produce a polished final copy of what you come up with just like we do for private clients so that it’s ready to use right away.
February 22nd, 9:00AM – 4:00PM
THURSDAY
Today is Tracking Systems Day!
WHY?
Having data at your fingertips is leverage and you deserve to have it. At this event, you will build a tracking dashboard and a system to keep it thriving.
HOW?
You’ll begin by listing all data you want tracked. We’ll break it into categories and use the Accountability Chart you build yesterday to make sure you’re not missing anything important.
You’ll then build in a platform of your choice – Airtable, a spreadsheet, whatever you’d like.
We’ll end this day thinking forward about systems around this: how this tracking portal will be kept up (and by who), and how often you’ll be evaluating the data.
And we’ll help you every step of the way.
February 23rd, 9:00AM – 4:00PM
FRIDAY
Execution + Implementation Day!
This day is to tie up the loose ends.
Get help finalizing anything and everything you’ve worked on thus far.Â
Create SOPs that accompany your work, calendar time necessary for successful follow-through, get your team on a call to roll out necessary pieces of responsibility – whatever you need to do so that you don’t waste precious hours after you return to work.Â
My team and I will be hands-on, supporting you to ensure there are no loose ends with these assets.
This day is will be the difference maker.
 February 24th, 9:00AM – 4:00PM
Â
SATURDAY
Today is the Mastermind Experience!
WHY?
On this day, masterminding with fellow Mastery Group members, you’ll lift each other up and mindshare on solutions to whatever’s top of mind for you.
HOW?
Structure provided for a warm, safe space to discuss any matter that may arise.
Want input on a logistical question? Confused about your next steps? Just want to converse with like-minded law firm owners about what is going on in your firm?
February 25th, 9:00AM – 4:00PM
It’s time to finally nail two important firm assets, planning them, building them, and then having space to implement them so that they’re useful in and for your firm.
This event is designed to help you tie these assets up with a bow so that you can you can focus on the next level of things.
This is the work that creates velocity.
Investment
See below for your ticket options.
CORE ASSETS WORKSHOP
-
Here’s what included when you purchase this ticket:
-
Pre-event Prep Call
-
Welcome Reception
-
A Seat at Daily Workshops
-
Workshop Materials
-
Polished Accountability Chart
-
Customized Tracking System
CORE ASSETS WORKSHOP + MASTERMIND
-
This option includes the Mastermind Experience!
-
Pre-event Prep Call
-
Welcome Reception
-
A Seat at Daily Workshops
-
Workshop Materials
-
Polished Accountability Chart
-
Customized Tracking System
-
FULL MASTERMIND DAY! 🎉
Mastermind Day Only
-
Here’s what included when you purchase this ticket:
-
Brainstorming with fellow members
-
Discussion of solutions to shared challenges
-
Being supported and provide support
-
Development of strategy and next steps
Investment
See below for your ticket options.
CORE ASSETS WORKSHOP
-
Here’s what included when you purchase this ticket:
-
Pre-event Prep Call
-
Welcome Reception
-
A Seat at Daily Workshops
-
Workshop Materials
-
Polished Accountability Chart
-
Customized Tracking System
CORE ASSETS WORKSHOP + MASTERMIND
-
This option includes the Mastermind Experience!
-
Pre-event Prep Call
-
Welcome Reception
-
A Seat at Daily Workshops
-
Workshop Materials
-
Polished Accountability Chart
-
Customized Tracking System
-
FULL MASTERMIND DAY! 🎉
Mastermind Day Only
-
Here’s what included when you purchase this ticket:
-
Brainstorming with fellow members
-
Discussion of solutions to shared challenges
-
Being supported and provide support
-
Development of strategy and next steps
The Core Assets Workshop + Mastermind
This isn’t a boring conference with fluorescent lighting and stale coffee.
This will be FUN and productive.
