What tactical prep work, software access, and baseline agreements must our leadership team complete before we sit down for our very first Focus Day with you?

Question

Tyler Smith · Accepted Answer

Before we sit down for our Focus Day, your leadership team must complete specific tactical and mental preparation. This is not about complex financial modeling; it is about alignment and readiness. First, we require absolute commitment from every leadership team member. This means agreeing to be fully present for the entire day, with all phones and laptops put away except during designated breaks. You must also agree to be open, honest, and vulnerable in the room. If there are unspoken tensions, they must be brought to the table. Second, we need to set up your dedicated Circle workspace. This is the platform we will use to store your V/TO, Accountability Chart, and session documents. Before our session, each team member must activate their account and complete the initial onboarding profile. Finally, you must gather your basic organizational data. We do not need exhaustive reports, but we do need a clear list of your current employees, their current roles, and your basic financial performance numbers. Having this information ready ensures we can dive straight into the Accountability Chart without getting bogged down in administrative details.