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The War Room 
Business Pros Webinar
Why do you need a War Room? 
• Strategize 
• Less reactive 
• Marketing 
• New Products and Services 
• Hiring 
• You know what’s coming 
• Plan ahead financially 
• You know what to expect and when you’ve achieved or not achieved your goals 
• Build Your Culture 
• Allow employees to have a voice 
• See new opportunities that will build staff morale and effectiveness 
• Create a fun place to work!
What is a War Room? 
• A full day (~8 hours) dedicated to planning the next 6-12 months 
• No distractions 
• No phones 
• No internet 
• No computers (unless taking notes) 
• Agenda 
• Financial Goals (10%) 
• Revenue 
• Margins 
• Product/Service Goals (60%) 
• # sales/customers 
• Retention 
• Cultural Goals (30%) 
• New projects 
• Employee incentives 
• Everyone in your company is REQUIRED to attend!
Benefits 
• Leave the War Room with a 6-12 month comprehensive business 
plan 
• No last-minute sprints to finish projects 
• Full employee engagement on initiatives 
• Known next steps
Considerations 
• Must occur outside of the office 
• Less restrictive environment 
• Need to have a strict agenda 
• Conversations will be de-railed with new ideas 
• For each topic you speak to your staff about, have assigned action 
steps for everyone to execute on after the War Room 
• Otherwise things will be forgotten 
• LOTS of material! 
• Take notes!
First Steps 
• Find a date 
• Find a location 
• Create an agenda 
• Ask for staff input 
• Notify customers/clients that you will be closed for that day 
• Let them know you’re in a planning meeting! They will appreciate it. 
• Field input to the agenda between now and the War Room 
• New ideas will continue to come up, and you should accept any input from 
staff members. It could just end up being a game-changer!
Questions? 
Email us at bizpros@synduit.com!

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The War Room

  • 1. The War Room Business Pros Webinar
  • 2. Why do you need a War Room? • Strategize • Less reactive • Marketing • New Products and Services • Hiring • You know what’s coming • Plan ahead financially • You know what to expect and when you’ve achieved or not achieved your goals • Build Your Culture • Allow employees to have a voice • See new opportunities that will build staff morale and effectiveness • Create a fun place to work!
  • 3. What is a War Room? • A full day (~8 hours) dedicated to planning the next 6-12 months • No distractions • No phones • No internet • No computers (unless taking notes) • Agenda • Financial Goals (10%) • Revenue • Margins • Product/Service Goals (60%) • # sales/customers • Retention • Cultural Goals (30%) • New projects • Employee incentives • Everyone in your company is REQUIRED to attend!
  • 4. Benefits • Leave the War Room with a 6-12 month comprehensive business plan • No last-minute sprints to finish projects • Full employee engagement on initiatives • Known next steps
  • 5. Considerations • Must occur outside of the office • Less restrictive environment • Need to have a strict agenda • Conversations will be de-railed with new ideas • For each topic you speak to your staff about, have assigned action steps for everyone to execute on after the War Room • Otherwise things will be forgotten • LOTS of material! • Take notes!
  • 6. First Steps • Find a date • Find a location • Create an agenda • Ask for staff input • Notify customers/clients that you will be closed for that day • Let them know you’re in a planning meeting! They will appreciate it. • Field input to the agenda between now and the War Room • New ideas will continue to come up, and you should accept any input from staff members. It could just end up being a game-changer!
  • 7. Questions? Email us at bizpros@synduit.com!