Strategic Planning: Lead 2026 Intentionally
A Fortune Management Workshop for Dental Practice Owners
📅 December 6, 2025 | ⏰ 9:00 AM – 3:00 PM | 📍 Luminary Education Center, Petaluma, CA
✨ Earn 6 CE Credits
Build the Practice & Life You Envision
Step into 2026 with clarity, confidence, and purpose. This interactive workshop is designed to help dental practice owners and key business leaders create a focused, actionable plan that aligns business goals with personal vision. With guided strategy, accountability tools, and expert coaching, you’ll leave ready to lead your practice—and your life—with intention.
Meet Your Speakers
Thomas Walsh, J.D. – Executive Coach & Partner, Fortune NorthBay
Dr. Yolanda Mangrum, DDS, MAGD – Executive Coach & Partner, Fortune NorthBay
Tana Inskeep – Executive Coach, Fortune NorthBay
What You’ll Learn
âś… Define a clear vision and set aligned goals for your practice and life.
âś… Build a focused 12-month plan with actionable quarterly targets.
âś… Create systems for team alignment, accountability, and sustainable growth.
âś… Cultivate the mindset to lead intentionally in 2026.
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What’s Included
This hands-on course includes everything you need to turn purpose into progress:
- Guided vision planning & goal-setting frameworks
- Customizable 12-month strategic plan
- Quarterly action templates & KPI tracking tools
- Accountability systems for lasting success
Day 1: Building the Foundation of Leadership
Understanding Leadership and Creating Clarity and Commitments
Key Sessions:
- Becoming a Visionary Leader: Align your team and inspire loyalty.
- What Makes a Great Leader? Identify your leadership style and build on it.
- Establishing Clear Expectations: Set guidelines and correct noncompliance effectively.
- Interactive Exercise: Role-playing to address limiting mindsets.Â
Day 2: Leading with Confidence and Clarity
Communication, Meetings, and Conflict Resolution
Key Sessions:
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- Leading Effective Team Meetings: Create engaging and results-oriented agendas.
- Handling Team Conflicts: Resolve disagreements with empathy and fairness.
- Coaching and Mentoring: Develop team strengths and foster growth.
- Workshop: Role-play to practice resolving team conflicts.
Day 3: Navigating Difficult Decisions
Tough Conversations and Long-Term Leadership Growth
Key Sessions:
- Creating a Positive Team Culture: Address attitudes and inspire accountability.
- Approaching Difficult Conversations: Handle tough discussions with compassion and assertiveness.
- When Termination Becomes Necessary: Terminate professionally and protect team morale.
- Interactive Activity: Develop your personalized action plan.
Who Should Attend
- This course is ideal for dental practice owners and key business leaders ready to:
- Lead with intention
- Align their team and culture
- Build a clear, actionable plan for sustainable success
