Transform Your Veterinary Practice with Strategic Planning


Are you tired of being reactionary all the time, putting out fires, and feeling stuck in your practice? If you’re ready to take control and create a clear roadmap to success, our Strategic Planning Workshop and Tool Kit is exactly what you need.


This RACE approved program is designed specifically for veterinary practice owners and managers who want to grow their practice strategically, align their team with their vision, and achieve long-term success.

Why Strategic Planning is Critical for Your Practice

  • Without a clear plan, you risk drifting off course, wasting time, money, and resources.
  • A strategic plan empowers you to focus on what truly matters, set actionable goals, and achieve measurable results.
  • Practices with structured strategic planning outperform others in growth, profitability, and team satisfaction.

What You’ll Get with This Program

Our step-by-step approach walks you through every part of the strategic planning process:

Where are you now?

  • Assess the current state of your practice using tools like feedback surveys and team data.
  • Understand your strengths, weaknesses, opportunities, and threats (SWOT analysis).

Where do you want to be?

  • Define a compelling vision for your practice.
  • Set clear, achievable goals aligned with your mission and values.

How do you get there?

  • Create actionable steps and a prioritized roadmap to achieve your goals.
  • Build systems that ensure accountability and progress.

How do you know you’ve arrived?

  • Learn methods to measure success and track progress over time.


What’s Included in the Tool Kit

  • Step-by-step workbook: Your ultimate guide to effective strategic planning.
  • Customizable templates: 15 Downloadable, modifiable PDFs of surveys, schedules, and worksheets.
  • Survey tools: Proven team feedback surveys to gather insights from your staff.
  • Strategic planning event resources: Pre-built schedules and templates to ensure a productive weekend.
  • 4.5 hours of RACE-approved CE: Gain valuable continuing education credit as you improve your practice.


Who This Is For

  • Veterinary practice owners and managers ready to grow their practice strategically.
  • Leaders who want to involve their team in decision-making and build alignment around a shared vision.
  • Anyone who feels stuck or overwhelmed and is looking for a clear, actionable plan.

Why This Workshop is a No-Brainer

  • Save time and money: Stop spinning your wheels and start taking intentional steps toward success.
  • Proven strategies: Built on over 20+ years of veterinary practice ownership and coaching experience.
  • Immediate results: Walk away with a clear plan and tools you can implement right away.
  • Long-term impact: Establish a framework that keeps your practice on track for years to come.

Are you ready to take this step in your practice?

Workshop Curriculum


  Welcome!
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  Module 1: Introduction
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  Module 2: Preparing for strategic planning
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  Module 3: Where are you now?
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  Module 4: Where do you want to be?
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  Module 5: How do you get there? How do you know you've arrived?
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  Module 6: Q&A
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  Post Program Questions
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Take the First Step Today

Your practice deserves more than just surviving day-to-day—it deserves to thrive. With the Strategic Planning Workshop and Tool Kit, you’ll have everything you need to create a roadmap to success, build team alignment, and achieve your vision.

Here is how I use Strategic Planning in my own practice.



Don’t wait. Start transforming your practice today.


Looking for more? Get the Goal Setting Bundle!


The Goal Setting Bundle

Strategic Goals = Unstoppable Growth

Courses: 4

$888