To set you up for success, you will work with the Wize Mentor Team via private scheduled sessions in what we call Foundation Planning Sessions. Initially we will conduct 2 x 1:1 Foundation Planning Sessions. Your first session will be 4hours and the following session will be 2 hours.
These foundation planning sessions are used to develop your WizeHub (Foundation Plan) including – growth plan, org chart, team structure, capacity plan and firm Fab5 financial KPI Dashboard.
MONTHLY BOARD MEETINGS
Every month following your foundation planning sessions, you will meet with a Wize Mentor for a 1hr Board Meeting via zoom. This meeting will address your action plan progress, financial performance, and operational issues / challenges / opportunities.
You will be able to access the Wize Mentor team for 30minute check-in calls as required.
YOUR WIZE GROWTH BOARD
You will be introduced to your own WizeGrowth Accountability board. This board consists of up to 8 firms in the program of a similar size and progress (non-competing) to learn, share and be accountable to. You will meet with these forms in our quarterly workshops.
Each month we will host an online 2hr masterclass on the last Friday of each month. This will be for members to roll up their sleeves with a guest delivering expert knowledge and strategies on a particular area of your firm.
WIZEGROWTH QUARTERLY GROUP WORKSHOPS
These workshops are delivered online for all WizeGrowth firms and allow you to meet with your board to discuss action plans and seek council from the group. You will receive timely advice and allow you to allocate time to work ON your firm.
You will be invited to our annual WizeCon conference. Due to covid travel restrictions, this conference will now take place in July 2022.