It's a full-day, in-person workshop that replaces our usual three weeks of Zoom planning calls. Instead, a BOP coach travels to a hub near you and walks your group through all of your 2027 prep in a single, focused day.

A single immersive day with your coach and peers in the room gets you further, faster, than scattered calls spread across three weeks. It also gives you a real reason to unplug from the day-to-day and focus on your business.

RSVP to whichever hub is most convenient for you. It doesn't need to be the one nearest your business. Our goal is to get 85% of all clients into a room this November, so pick the location and travel plan that works best for you.

Here's the venue address for every stop on the tour:

• Bluffton, SC: 632 Red Oaks Ln, Ridgeland, SC 29936
• Charlotte, NC: 919 Berryhill Rd, Suite 100 A, Charlotte, NC 28208
• Dallas, TX: Brick & Stone Master, 3800 Haslet Roanoke Rd, Ste 32, Roanoke, TX 76262
• Menlo Park, CA: 2087 Avy Ave, Menlo Park, CA 94025
• Allentown, PA: 6186 Vera Cruz Rd, Center Valley, PA 18036

Plan to fly in the night before and be checked into your hotel by 6:00 PM. Our happy hour runs that evening from 7:00 to 8:30 PM for anyone who's in town early enough to network and connect before the workday starts. Travel and lodging are booked individually, and Aarti, who's coordinating logistics for every hub, will send you hotel information.

Each happy hour is held at a local spot near the hub, the evening before the workshop:

• Bluffton, SC: Monday, November 2 at Lot 9 Brewing, 258 Red Cedar St #14, Bluffton, SC 29910
• Charlotte, NC: Monday, November 2 at Legion at the Trolley Barn, 2104 South Blvd, Charlotte, NC 28203
• Dallas, TX: Wednesday, November 4 at The Original Roy Hutchins Barbeque, 3000 TX-114, Trophy Club, TX 76262
• Menlo Park, CA: Sunday, November 8 at British Bankers Club, 555 Santa Cruz Ave, Menlo Park, CA 94025
• Allentown, PA: Details to be announced

You'll find directions links for each venue in the happy hour section above. It's optional, and on us.

Doors open around 8:00–9:00 AM and the day runs through 4:00 PM, with lunch provided. Plan your return flight for after 6:00 PM to give yourself a comfortable buffer. Each hub is hosted at a local client's office rather than a neutral hotel conference room. You'll find the full address for every stop in the Pick your stop section above.

Four working sessions make up the day:

• Vision Prep: vision, mission, values, and a review of your Healthy Employee Assessment
• Financial Prep: your numbers, forecasting, and financial planning for 2027
• People + Process Prep: team, process, and operational readiness
• Personal Prep: your own goals and priorities heading into next year

Yes. You'll receive pre-work in advance, including your Healthy Employee Assessment, so you can walk in with the necessary documents already in hand rather than starting from scratch that day. BOP brings printed handouts for each session and handles the tech setup, so all you need to bring is your prepared materials and your focus.

Please have access to:

• Last year's Vision, Mission, Values, and Anchor documents
• Notes for this year's Annual Letter
• Bank account figures, account percentages, Level Two Dashboard, forecast, and past 3 years' P&L numbers
• Current org chart and job role documents
• Healthy Employee Assessment results in hand

Printed copies aren't necessary. Digital access is perfectly fine.

Attending your hub day is part of your BOP program. If any additional costs apply for your situation, Aarti will let you know directly.

Talk to your coach as soon as possible. We want as many clients as possible in the room, and your coach can help you find the best alternative.