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Name
First Name
Last Name
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Email
example@example.com
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What Have Been Your Biggest Gains or Wins Since Our Last Meeting?
We want to celebrate your victories!
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What is your “impossible goal”?
What stretch goal are you aiming for—one that seems hard or even unlikely—but if achieved, would force you to rethink current assumptions and dramatically scale your business?
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What shorter-timeframe can you compress for that goal?
If you had to achieve your goal much sooner than usual, what would change? Which decisions, systems, or tasks would be forced out or optimized?
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What is your current “floor”?
What minimum standards, boundaries, or baseline practices are you operating under now? What are you tolerating because of convenience, habit, or fear? And what needs to be raised (i.e. let go of lower standard work, say no to distractions) to align with your scaling goal?
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Which bottlenecks and complexities are growing faster than revenue or impact?
Where in your business are operational, team, system, or decision-making complexities scaling in a way that is slowing you down or adding friction? How can you simplify?
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What “false paths to lesser goals” are you tempted by or already on?
Which opportunities, strategies, or projects are being taken because they are clear or safe, rather than because they meaningfully support your long-term, huge goal?
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How will your decisions change if your future goal shapes your present choices?
How would your priorities shift—what would you start saying no to? What new investments or changes would you make now because you believe in that future?
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How do you ensure sustainable growth without burnout?
What boundaries, systems, or practices will you put in place to maintain balance, clarity, energy, and effectiveness as you scale? Which parts of you or your leadership must evolve?
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How do you ensure sustainable growth without burnout?
What boundaries, systems, or practices will you put in place to maintain balance, clarity, energy, and effectiveness as you scale? Which parts of you or your leadership must evolve?
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What team, culture, and role transitions are necessary for scaling beyond yourself?
As your vision grows, which roles will you need to fill, which responsibilities will you need to delegate, and how will you shift from doing much of the work to leading/strategizing? What culture shifts must happen so your business can sustain growth independent of you?
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Here is What I Want/Need The Discuss With The Group
One or two sentences get to the heart of the problem. What Do You Want To Discuss?
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It is Significant To My Scaling Efforts Because ...
This will affect dollars, people, products, services, customers, vendors, family, timing, future, other offices, etc., as you scale to your impossible goal.
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My Ideal Outcome is...
What I really want is
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All Relevant Background Information
Short bullet points that identify: - Your frame, floor, focus - Who are the players that need to help you? - What are the real threats - Future impact
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Here Are My Options And The Direction I Believe I Must Take
All the various action steps/options I could take, and the path I am headed.
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The Help That I Want/Need From My Fellow Members...
- Options I’m missing? - On the right track? - What would you do differently & why? - Should I do nothing? - Other
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Other Information or Comments
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