Strategic Planning 101: The Process

February 19, 2020 11:30 AM - 1:00 PM (EST)


During this session, family businesses will learn to how to develop a sound strategic planning process. 

Proper strategic planning:

 1 - begins long before any strategic planning session begins,

 2 - requires thoughtful planning for both the session itself and for achieving overarching business and team goals


3 - ultimately requires that owners provide every member of the team with the tools and resources they need to be successful and a support structure that enables and empowers while it simultaneously monitors progress and holds the team accountable for success. 

The core methodology that will be shared in these Strategic Planning 101 sessions was developed by Lewis Rudy and his team at Rudy & Associates, has been tested by their business-owning clients, and Vaughan Scott has helped to develop the presentation and contributed some of the content provided.

Lewis Rudy is Founder and President of Rudy and Associates and works with business owners and their teams to build strong, intentional business growth. He identifies, isolates and eliminates the root causes of margin compression and under performance. He has worked with dozens of regional, national, and international companies to redefine and add real value to the organization. Typically, year-over-year results turn into triple digit profit improvement. Lewis’ workshops are challenging and always bring about actionable change. He actively facilitates a number of CEO and Senior Leadership round tables, he teaches Business Accumen courses for the Delphi center at U of L as well as educational programs such as REDI. His first book “On your own terms” Building a sustainable and value creating business was released in 2017.


11:30am - 1:00pm


Old National Training Center

333 East Main Street, 3rd Floor, Louisville, KY, 40202, United States

Contact Information

Family Business Center
Name: Jocelyn Deamer
Phone: 5028527815

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REFUND POLICY We do not currently offer refunds for registration fees. Except in the case of severe weather, or unexpected event cancellations outside the control of Family Business Center. Please send someone in your place if you are unable to attend.NON-SOLICITATION POLICY I understand that this is an educational forum and a non-commercial networking environment. I will not solicit potential clients at this event, nor will I distribute any promotional materials unless I am the event sponsor.CONFIDENTIALITYI agree to keep confidential any identifiable information disclosed, discussed, and/or provided at any of the FBCs programs, without the prior written consent of the FBCs Director and the member who is the subject of the information.RIGHT TO USE OF IMAGEI hereby grant to the University of Louisville Family Business Center the right and unrestricted permission to use my name, likeness, image, voice, and/or appearance as such may be embodied in any photos, video recordings, audiotapes, digital images, and the like, taken or made on behalf of the Family Business Center and its partners.If you are a UofL student, faculty/staff, or Roundtable facilitator please contact to register for this event.

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