Lunch & Learn Series Session 8: Strategic Opportunities
July 8 @ 12:00 pm - 12:45 pm
Plan Smarter, Grow Stronger
If you have too many ideas and no clear plan, this is why. Growth doesn’t come from doing more. It comes from choosing better.
This session helps you pull everything together into a clear, realistic plan you can actually follow. You’ll leave knowing what to focus on next, what to pause, and how to build a simple roadmap that keeps AI projects and business priorities in sync. No big strategy deck. Just a plan you can use.
What We’ll Cover
- Turning ideas into a short list of real options
- How to prioritize: impact, effort, cost, and risk
- Scenario planning: what changes if sales drop, costs rise, or capacity tightens
- AI use case planning: what to test first and how to keep it low-risk
- Pacing: how to avoid overwhelm and still make progress
What You’ll Get
- An opportunity map worksheet (pre-session)
- A simple prioritization scorecard
- A light Strategic AI Action Plan template you can reuse
- A 90-day roadmap outline with next steps
Who It’s For
- Owners who feel overwhelmed by decisions
- Leaders trying to set priorities for the next quarter
- Teams who want an AI plan that supports the business, not distracts from it
About Sara
AI Strategist, Small Business Growth Advisor and former Business Broker.
Sara is a strategic AI partner who listens first, then helps small business owners and leaders to build a clear AI Action plan with tools they can use confidently.