Discovery Facilitation
Whether it is a single project, new business launch, or established business overhaul, rather than simply throwing darts against a wall and spitballing ideas we take the necessary time to perform Business Discovery and research before we begin planning any kind of project or production with our clients.
You can scroll down to continue learning about Discovery Facilitation in detail or use the button to jump to the descriptions of the various sessions we offer.
S.M.A.R.T. GOALS
Specific, Measurable, Attainable, Relevant, Timely
For those business clients who want support with long term business goals and growth, we recommend a comprehensive business discovery session with their leadership team to discuss and review where the business is and where it wants to go with a focus on it’s core values, TAN – Target Audience Niche, purpose, strengths/weaknesses, resources, timeflow, cashflow, and current market conditions. This highlights the initial S.M.A.R.T. business goals to be achieved.
Discovery Overview
This is an overview of business discovery facilitation, sessions, fees and group training.
Do you want to define a vision, plan its creation, and produce well planned communications to clearly express and share it so that it becomes reality?
If yes...
Then discover and facilitate your vision into a holistic written outline that can be clearly expressed and shared with others. This is a critical process for a vision being formed by more than one person because it helps align multiple parties. A written outline fuels planning for a systematic innovation process to develop your vision in a tangible way.
“Business discovery is critical for the initial stages of planning and implementing your goals.”
Use Your Discovery
OKR's
Use our discovery facilitation services to define Objectives and Key Results (OKR’s) for a vision, project, or mission. This tactic is used by incredibly successful brands like Google and Apple. Whether you need to publish branded media communications, create content for a multi-leverage media campaign designed to advertise and market, or to establish new infrastructure to scale your business.
“The best first step toward your vision is discovering it.” ~ JWM 2009
Discovery Before Planning
Discover the best systems, processes, technology, and people to attain desired results. Then you can efficiently create effective plans for your project, business, and marketing to guide your business development actions and production. Once your business discovery process is complete, all parties are on the same page with simple steps of action which support the next step—strategic planning.
Belief is critical!
With experienced facilitation, your business vision will become a reality faster than you could previously imagine in a way that is cost effective and efficient. We guarantee that once you complete a business discovery session you can clearly express and share your vision with the world. This process has been practiced and refined for over 20 years to best support you with the facilitation of your own higher self-answers that you and your team can believe and achieve.
During the discovery process, we can also do creative brainstorming for realistic solutions for future development to give an inspirational jump start to strategic planning.
First Step
To reserve your session use the online booking system via a “Book Now” button on the 1st Discovery panel. Full day sessions occur between 9am-5pm and shorter sessions occur during available blocks of time between 9am to 4pm on a weekday.
1st Discovery Session
Our first discovery together captures a high level view of your business and helps us develop a business profile to identify its status and existing infrastructure. We also learn if your business would get value from business development support by BMS.
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1 Hour - Discovery Facilitator
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15 Mins. - Virtual Follow-up Session
Quarter Day Session
A quarter-day session is ideal for an immediate yet basic challenge, change, idea, or goal that you want to actualize in one to three months. It can become a simple project plan to quote, prepare, schedule, align resources, and execute your short term project or goal.
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2 Hours - Discovery Facilitator
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30 Mins. - Virtual Follow-up Session
Half Day Session
A half-day session is ideal for a moderately complicated idea, goal, change, or project that you want to actualize in three to twelve months. E.g. developing a marketing strategy, new service, new product, or brand refresh...
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4 Hours - Discovery Facilitator
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1 Hour - Virtual Follow-up Session
Full Day Session
During an 8-hour structured Business Discovery Facilitation session we will focus on your vision of choice. A full day session is ideal for a sophisticated idea, goal, or challenge that you want to win in two or three years. It is usually a project or mission that has several moving parts, involves a significant time/money budget and may feel nebulous or overwhelming at first. When you finish a session you will achieve a sense of understanding, structure, and an obvious simple action plan to execute. It becomes the beginning of the strategic plan that we can collaboratively design that takes you from where you are today to that point in the future when your vision has become a tangible reality. A detailed action, business, and marketing plan can be developed based on a complete full day business discovery session and four 1-hour follow up virtual sessions.
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8 Hours - Discovery Facilitator
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2 x 1 Hour - Virtual Follow-up Sessions
Business Week Session
A full business week discovery is designed for massive projects and goals like creating a funding opportunity pitch, launching a completely new business, doing an existing business turnaround, developing a business succession strategy, or turning an existing business into a franchise. This kind of discovery supports the creation of a complete business, financial, and marketing plan. It includes five full day discovery sessions within a single week at a sequestered space via all-inclusive resort or cruise ship to ensure focus and highly innovative productivity. Alternatively the five days can be spaced out weekly or monthly to allow for data collection, research and further discussion between sessions.
The session scheduling, associated out of pocket costs, and expectations are agreed upon during an initial Half Day Discovery. The half day cost converts to a deposit for the full week discovery session.
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40 Hours - Discovery Facilitator
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5 x 1-Hour Virtual Follow-up Sessions
Group Discovery Session and Training
Designed for groups of four to ten business members and leaders. We do live training where the participants are shown how to facilitate a vision for themselves or others. A training session lasts 8 hours and it is an experiential session where the participants do a mini facilitation with a partner. It allows them to practice how to facilitate and what it feels like to be facilitated. We start by defining the structure and logic behind a business discovery session and how to set expectations for the end result. Then we define the methods, questions, and techniques that are used during a session from the facilitator and client’s perspective. Partner A and B are then chosen by the participants who pair up while we oversee your group in practice. It is an open forum so questions and answers are available during the process. Each partner has a chance to practice both aspects. Then we wrap up the training with a review of what everyone experienced. We identify any challenges or questions left unanswered leaving each attendee with the new professional skill of business discovery facilitation to be practiced and refined for both business and personal needs.
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8 Hours - Discovery Facilitation Trainer
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1 Hour - Virtual Follow-up Session
Follow Through and Accomplishment
The business discovery process ensures you have all the raw data required to develop a strategic plan to create your vision and achieve your goals. The collection of important information, data and details about your business can also be interviewed out of you during the follow up sessions. This can help expedite the completion of your discovery documentation and help prepare you to move into the strategic planning stage.
What you choose to do with your discovery results is completely within your own power and responsibility. Strategic planning is always the next step we recommend you take after fully completing the business discovery process. We offer strategic planning services to assist our clients with moving forward and into action to accomplish their objectives and key results. To do so, we encourage a mastermind to be forged to join you. If available, consider enrolling your legal, accounting, operations, and leadership team members. We then work with you and the chosen experts to develop a realistic and achievable strategic plan that leverages your creation energy and capabilities in a realistic and achievable way.
Business Discovery Frequently Asked Questions
STANDARD COSTS, SCHEDULING, AND PAYMENT PROCESS ASSOCIATED WITH DISCOVERY SESSIONS AND SERVICES
Billing is done in Canadian funds and applicable taxes are applied. An extra travel fee of 10% is added to the total fee on multi-day sessions when facilitating from your location of choice if the distance is greater than 50 km from Downtown Peterborough, Ontario, Canada. All travel and accommodation expenses are added to the invoice as a direct pass through expense. Mileage is billed at 52 cents per km.
To reserve your session you will pay for the session in full prior to your discovery session of choice. If you cancel a minimum of five business days prior to your session a full refund is provided. If you cancel 1-4 days prior to your session a 75% refund is provided. If you cancel less than 24 hours prior to the session there is no refund available but you retain a credit with BMS for the full value minus a $50 admin fee.
Partial day sessions will occur between 9 am and 3:00 pm on weekdays. Full day sessions occur between 9 am – 5 pm on weekdays but they can be held on a Saturday for special circumstances. There is a one hour working lunch included, for up to 10 participants, on the full day sessions.
You will be able to clearly express and share your vision by the end of a completed business discovery process or you receive a 80% refund. To date a refund for a discovery has never been requested due to the value each client has experienced.
You are equally responsible for your business discovery as we are. Please work with your team to review and collect data for your current finances, calendars, existing content (text, images, video, etc.) and your contacts (existing network) before you attend the session. You will get more out of the experience by doing these reviews. The session relies primarily on what you and each team member has in their mind, records, and gut. It can dramatically accelerate your efforts if you organize the above and have them available via Google, Dropbox, or similar cloud storage.
To book your session you will pay for the session in full, $1,288. Your session will take place between 9am to 5pm on a weekday or Saturday or split between two weekdays occurring between 9am-5pm. There is a one-hour working lunch on the full-day sessions. 8 hours of follow-up vision work, masterminding, and accountability calls are included.
To book your session you will pay for the session in full, $688. Your session will occur between 9am to 4pm on a weekday or a Saturday. 4 hours of follow-up vision work, masterminding, and accountability calls are included.
To book your session you will pay for the session in full, $388. Your two-hour session will occur between 8am to 4pm on a weekday. Two 30 minute follow-up virtual sessions, discovery review, masterminding, and accountability are included.
To book your session you will use the online booking system via a get started button on the 1st Discovery panel. Your one-hour session will occur between 9am to 4pm on a weekday. One 15-minute follow-up virtual session, discovery review, masterminding, and accountability are included.
Let’s talk today
If you want to start a new project, we invite you to get in touch with us.