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BreakOut Program
for small businesses ready to move to the next level

A project funded by the
US Department of Agriculture Rural Development Office

Experience a Breakout Program Engagement

Personal Assessment Phase
In this session you will discover your talents (what strengths and limitations you bring to running your business), behavioral profile (how you tend to interact with others) and your values (what motivates you). As a composite, this helps you be more authentic to yourself, which leads to higher performance and greater productivity. One past participant shared that this session helped her more clearly define her role and how she created value for their company.


Project Planning Phase
The intent is to get everybody on the same page in an efficient manner. We will leave this initial work session with action steps and dates to do the assessment work; personal, financial and marketing. As the business owner you will make the final decision on the assessment work to be done. We may also make recommendations.

The entire Breakout Engagement Team will participate in this meeting. Typically past clients have had two people present at this meeting; a couple who owns the business, business partners, or business owner and key employee or mentor.

Business Assessment Phase
We will schedule work session(s) for Tonya and Sally to report their findings and recommendations coming out of their business assessment activities. Typically, we will develop specific action plans in this work session. These could include action steps for the client and Engagement Team members. Gene will design and facilitate the meeting(s) and get meeting notes word processed.

Strategy Development Phase
This phase is about developing a strategic direction for your company. These are facilitated sessions including the members of the Engagement Team who participate as “subject matter experts,” along with one to three members from the client organization. We are open to expanding the number of participants the client organization wants to involve. Key deliverables are a SWOT analysis, a vivid image vision of what you want your company to look like in two to five years, develop road maps for how you are going to get there and action plans to get the ball rolling.

Closing Phase
The Project Lead will schedule a one-on-one meeting with the client shortly after the final strategic planning work session to review the documentation, make any corrections the clients want, and answer questions the clients have about moving forward.

In some cases, the client will have a strategy they need help with, but don’t know where to seek help. We can set up a facilitated session with university, economic development and business specialists that can make suggestions, give introductions, etc. to help the clients move forward. That is typically done in a separate meeting.