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Agenda

Wednesday - Nov 4
Wednesday - November 5

The Woodard Summit experience begins Wednesday with an optional bonus Mindset Workshop and then continues Wednesday evening when you connect with other practice leaders at the opening banquet and hear a keynote from Joe Woodard.
- - 12:00-1:00 PM Early Onsite Check-In (for Mindset Workshop participants)
  - 1:00-5:00 PM Optional Mindset Workshop
  - 5:00-6:00 PM Check-In Desk Opens
  - 6:00-8:00 PM Dinner with Opening Keynote Address by Joe Woodard
Thursday - Nov 5
Thursday - November 6

The strategy workshops begin. During the Practice-Wide Strategy Workshop, attendees begin work on our proven SWOT/SOAR process. During the Pricing and AI strategy workshops, attendees spend the morning learning core concepts and language before beginning work on their strategic plans in the afternoon.
- 7:00 AM: Breakfast
- 8:00-9:40 AM: Workshops Sessions
  - Practice-Wide Strategy Workshop: Presentation & Discussion on the 7 Key Factors of Practice Excellence and the SWOT/SOAR methodologies.
  - Pricing Strategy Workshop: Thursday morning opens with a level set on the core principles, language, and principles of value pricing.
  - AI Strategy Workshop: AI fundamentals focused on best practices and essential principles you will apply to your AI strategic plan.
- 9:40-10:00 AM: Break
- 10:00 AM-12:00 PM: Workshop Sessions
  - Practice-Wide Strategy Workshop: Individual work: SWOT exercise.
  - Pricing Strategy Workshop: Continue exploring pricing essentials focused on best practices and core principles.
  - AI Strategy Workshop: Continue learning fundamentals that will impact your AI strategic plan.
- 12:00 PM: Lunch
- 1:00-2:40 PM: Workshop Sessions
  - Practice-Wide Strategy Workshop: Finishing up SWOT and beginning work on aspirations.
  - Pricing Strategy Workshop: Introduction to Woodard’s planning tool and preloaded building blocks.
  - AI Strategy Workshop: Introduction to Woodard’s planning tool and preloaded building blocks.
- 2:40-3:00 PM: Break
- 3:00-5:00 PM: Workshop Sessions
  - Practice-Wide Strategy Workshop: Finishing work on aspirations. Work begins on building blocks.
  - Pricing Strategy Workshop: Ideation exercise focused on potential building blocks needed to deploy your pricing strategy over the coming year. Fold the relevant building blocks into your strategy plan.
  - AI Strategy Workshop: Ideation exercise focused on potential building blocks needed to deploy your AI strategy over the coming year. Fold the relevant building blocks into your strategic plan.
- 5:00-7:00 PM: Dinner on Your Own
- 7:00 PM: Optional Informal Gathering at the Bar or Poolside (Exact Location TBA)
Friday - Nov 6
Friday - November 7

On Friday, attendees in all three workshops will experience a series of working sessions in which they will focus on the key deliverables for each building block, supported by subject matter experts and Woodard coaches.
- 7:00 AM: Breakfast
- 8:00-9:40 AM: Working Session - Strategic Plan Development
  - Practice-Wide Strategy Workshop: Continued work on building blocks for each practice aspiration.
  - Pricing Strategy Workshop: Fold building blocks into your strategic plan.
  - AI Strategy Workshop: Fold building blocks into your strategic plan.
- 9:40-10:00 AM: Break
- 10:00 AM-12:00 PM: Working Session – Strategic Plan Development
  - Practice-Wide Strategy Workshop: Continued work on building blocks for each practice aspiration.
  - Pricing Strategy Workshop: Continued work on building blocks the pricing aspiration
  - AI Strategy Workshop: Continued work on building blocks for the AI aspiration.
- 12:00 PM: Lunch
- 1:00-3:00 PM: Working Session: Strategic Plan Development
  - Practice-Wide Strategy Workshop: Begin work on key deliverables to support each building block.
  - Pricing Strategy Workshop: Begin work on key deliverables to support each building block.
  - AI Strategy Workshop: Begin work on key deliverables to support each building block.
- 3:00-5:00 PM: Flex Time (Subject matter experts and coaches are available through 5:00 PM)
- 5:00 PM: Dinner on Your Own
- 7:00 PM: Optional Informal Gathering at the Bar or Poolside (Exact location TBA)
Saturday - Nov 7
Saturday - November 8

Saturday, you will finalize your strategic plan to include all building blocks and deliverables, meeting with subject matter experts and coaches who will review your plan. Saturday closes with a banquet and an address by Joe Woodard.
- 7:00 AM: Breakfast
- 8:00-9:40 AM: Working Session – Strategic Plan Development
  - All Workshops: Finalize deliverables for each building block.
- 9:40-10:00 AM: Break
- 10:00 AM-12:00 PM: Working Session – Finalize Your Strategic Plan
  - All Workshops: Review all elements of your strategic plan, ensuring each deliverable, building block and aspiration has ownership assigned, a clear timeline, and measurable indicators of success.
- 12:00 PM: Lunch on Your Own
- 1:00-5:00 PM: Flex time (subject matter experts and coaches are available through 5:00 PM)
- 6:00-7:30 PM Closing Banquet, Address by Joe Woodard, and Share Time with Attendees, focused on the results of your aspirations per SOAR
- 8:00 PM: Optional Informal Gathering at the Bar or Poolside. Exact location (TBA)

Wednesday - November 5

The Woodard Summit experience begins Wednesday with an optional bonus Mindset Workshop and then continues Wednesday evening when you connect with other practice leaders at the opening banquet and hear a keynote from Joe Woodard.

- 12:00-1:00 PM Early Onsite Check-In (for Mindset Workshop participants)
- 1:00-5:00 PM Optional Mindset Workshop
- 5:00-6:00 PM Check-In Desk Opens
- 6:00-8:00 PM Dinner with Opening Keynote Address by Joe Woodard

Thursday - November 6

The strategy workshops begin. During the Practice-Wide Strategy Workshop, attendees begin work on our proven SWOT/SOAR process. During the Pricing and AI strategy workshops, attendees spend the morning learning core concepts and language before beginning work on their strategic plans in the afternoon.

7:00 AM: Breakfast
8:00-9:40 AM: Workshops Sessions
- Practice-Wide Strategy Workshop: Presentation & Discussion on the 7 Key Factors of Practice Excellence and the SWOT/SOAR methodologies.
- Pricing Strategy Workshop: Thursday morning opens with a level set on the core principles, language, and principles of value pricing.
- AI Strategy Workshop: AI fundamentals focused on best practices and essential principles you will apply to your AI strategic plan.
9:40-10:00 AM: Break
10:00 AM-12:00 PM: Workshop Sessions
- Practice-Wide Strategy Workshop: Individual work: SWOT exercise.
- Pricing Strategy Workshop: Continue exploring pricing essentials focused on best practices and core principles.
- AI Strategy Workshop: Continue learning fundamentals that will impact your AI strategic plan.
12:00 PM: Lunch
1:00-2:40 PM: Workshop Sessions
- Practice-Wide Strategy Workshop: Finishing up SWOT and beginning work on aspirations.
- Pricing Strategy Workshop: Introduction to Woodard’s planning tool and preloaded building blocks.
- AI Strategy Workshop: Introduction to Woodard’s planning tool and preloaded building blocks.
2:40-3:00 PM: Break
3:00-5:00 PM: Workshop Sessions
- Practice-Wide Strategy Workshop: Finishing work on aspirations. Work begins on building blocks.
- Pricing Strategy Workshop: Ideation exercise focused on potential building blocks needed to deploy your pricing strategy over the coming year. Fold the relevant building blocks into your strategy plan.
- AI Strategy Workshop: Ideation exercise focused on potential building blocks needed to deploy your AI strategy over the coming year. Fold the relevant building blocks into your strategic plan.
5:00-7:00 PM: Dinner on Your Own
7:00 PM: Optional Informal Gathering at the Bar or Poolside (Exact Location TBA)

Friday - November 7

On Friday, attendees in all three workshops will experience a series of working sessions in which they will focus on the key deliverables for each building block, supported by subject matter experts and Woodard coaches.

7:00 AM: Breakfast
8:00-9:40 AM: Working Session - Strategic Plan Development
- Practice-Wide Strategy Workshop: Continued work on building blocks for each practice aspiration.
- Pricing Strategy Workshop: Fold building blocks into your strategic plan.
- AI Strategy Workshop: Fold building blocks into your strategic plan.
9:40-10:00 AM: Break
10:00 AM-12:00 PM: Working Session – Strategic Plan Development
- Practice-Wide Strategy Workshop: Continued work on building blocks for each practice aspiration.
- Pricing Strategy Workshop: Continued work on building blocks the pricing aspiration
- AI Strategy Workshop: Continued work on building blocks for the AI aspiration.
12:00 PM: Lunch
1:00-3:00 PM: Working Session: Strategic Plan Development
- Practice-Wide Strategy Workshop: Begin work on key deliverables to support each building block.
- Pricing Strategy Workshop: Begin work on key deliverables to support each building block.
- AI Strategy Workshop: Begin work on key deliverables to support each building block.
3:00-5:00 PM: Flex Time (Subject matter experts and coaches are available through 5:00 PM)
5:00 PM: Dinner on Your Own
7:00 PM: Optional Informal Gathering at the Bar or Poolside (Exact location TBA)

Saturday - November 8

Saturday, you will finalize your strategic plan to include all building blocks and deliverables, meeting with subject matter experts and coaches who will review your plan. Saturday closes with a banquet and an address by Joe Woodard.

7:00 AM: Breakfast
8:00-9:40 AM: Working Session – Strategic Plan Development
- All Workshops: Finalize deliverables for each building block.
9:40-10:00 AM: Break
10:00 AM-12:00 PM: Working Session – Finalize Your Strategic Plan
- All Workshops: Review all elements of your strategic plan, ensuring each deliverable, building block and aspiration has ownership assigned, a clear timeline, and measurable indicators of success.
12:00 PM: Lunch on Your Own
1:00-5:00 PM: Flex time (subject matter experts and coaches are available through 5:00 PM)
6:00-7:30 PM Closing Banquet, Address by Joe Woodard, and Share Time with Attendees, focused on the results of your aspirations per SOAR
8:00 PM: Optional Informal Gathering at the Bar or Poolside. Exact location (TBA)

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