This program is built specifically to help you tackle new challenges and questions that arise once you’ve developed the fundamentals of management and leadership. Upon completion of the BTA Management System you will focus on becoming more strategic, creating a balanced lifestyle, intelligently reinvesting your profits, and having massive impact.
WHAT DOES IT MEAN TO BE A MEMBER OF THE MASTERS CIRCLE?
You’ll Be Part Of The Most Exclusive, Highly Vetted Peer Group In The Industry
Breakthrough Academy’s Masters Circle is a group of carefully vetted and selected BTA members with similar ambitions in their business and life. There is a robust eligibility criteria to make sure that everyone belongs “at the Masters Circle table.”
You’ll Learn Robust Topics From Leading Experts
We will bring in experts to speak to areas in which they have high levels of proficiency, such as:
Business expansion
Investing profits
Tax and corporate structure
Community leadership
Health
Relationships
Fitness
You’ll Have Access to 1-on-1 Coaching, Online, and In-Person Events
You will attend online monthly meetings, quarterly in-person events, and have high-level 1-on-1 coaching. Member accountability will be a huge part of the Masters Circle program.
5 Disciplines
of Mastery
1. Business
Annual & Quarterly strategic planning and review
Monthly KPI Trending
Refining concepts of the BTA Management System
Learning to maximize your time
Creating new businesses or expansions
Implementing a succession plan
2. Leadership
Articulating and getting buy-in on your vision
Creating and keeping a kick-ass culture
Empowering your team to be drivers of mastery
Growing leadership capital
Developing servant leadership style
Building high-performance teams
3. Wellness
Attaining your physical potential
Looking into your spiritual side
Creating an environment where you flourish
Interacting in enriching social circles
Handling life’s emotional ups and downs
Building a strong mental well being
4. Relationships
Forging the best relationship with yourself
Having meaningful relationships with friends
Showing up for your family
Being the best partner to your spouse
Strengthening your community
Building better relationships in your workplace
5. Wealth
Giving back to others
Investing in publicly traded companies
Investing in private/direct investments
Setting up trusts
Protecting your money
Structuring your business and holding companies for maximum tax efficiency
What does the Masters Circle program look like?
Monthly Online Meetings
Monthly review and setting business goals
Monthly review and setting personal goals
Peer breakout groups to connect, decompress, and build deep relationships
Quarterly In-Person Meeting
These will be additional days connected to our Major Events
Special Keynote speakers/guests that will discuss important topics
Breakthrough Academy has set the bar high for eligibility into Masters Circle. We will audit 5 areas of your business to ensure the highest standard is maintained to be a part of The Masters Circle.
1. Competency Audit on the BTA Management System
Members have completed the selected 50 sessions & competency models
2. Business Size Audit
Members have a minimum revenue or organizational size
3. Leadership Team Audit
Members have an established leadership team in place
4. Financial Audit
The business has a track record of financial strength
5. Fit Audit
Members are aligned with the BTA culture
1. Competency Audit on the BTA Management System
Full completion and implementation of all the following modules, according to their Competency Models from the BTA Toolbox:
Strategic Planning and Mindset
Building Your Budget and Forecasting
Building Your Sales and Produced Revenue Plans
Organizational Structure, Deliverables, and Accountabilities
Reporting Systems
Goal Setting
Quarterly Strategic Planning
Marketing Strategy
Branding Strategy
Analyzing Marketing Plans
Pricing Strategy
Sales Processes
Professional Selling
Creating an Exceptional Customer Journey
Delivering Exceptional Customer Service
Recruiting Top Talent
Selling Top Talent
Professional Interviewing 1
Professional Interviewing 2
Onboarding a key Employee
Employee Experience
Effective Team Meetings
Managing Stress
Time and Priority Management for Leaders
GSR Meeting and Preparation
Conducting GSR
Cash Flow Management
Cash Flow Review
Building SOPs
Implementing SOPs
Building Training Programs
Building a Safety Program
Annual Strategic Review
Annual Strategic Planning
Coaching 1
Coaching 2
Leading Situationally
Holding Accountability
Financial Trending
Problem Solving
Performance Reviews
Building Standardized Estimating
High Performance Team Events
Effective Facilitation of Events
Identifying Leaders and Promoting from Within
Career Meetings
Critical Discussions
Managing Change
Financial Statements 101
Compensation Strategies
2. Business Size Audit
Track record of doing a minimum of $2 million in Annual Revenue or
The business must have 20+ active people in the organization. This can consist of subcontractors and/or employed staff, but they must be full time in their contributions to the organization
3. Leadership Team Audit
The business must have a leadership team of 2 or more who are responsible for coaching and managing a team within their silo of the business. This can consist of the following types of leadership roles:
Production Management
Financial Controllers
Marketing Management
Sales Management
Office Management
The following items must be fully implemented for the 2+ leadership roles:
Ideal Candidate Profiles/Job Description
Job Advertisements
Conversion/Interview forms
Employment Agreements
Onboarding/Offboarding plans
GSRs
Performance Review
Career Development plans
Competency Models
SOPs
4. Financial Performance Audit
Minimum of 10% Net Profit after owners salary/dividends
If a business is not generating 10% Net Profit within the last fiscal year, BTA will audit the businesses Balance Sheet or other ventures to determine the financial strength of the member/business.
5. Fit Audit
The member has attended at minimum two BTA major events
Has the time & space to actively contribute as member of the Masters Circle
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