Business Lab + Bright Business Project Discovery Meeting

Bright Business Lab

Our Bright Business Club monthly meetings are aligned with the Bright Business Operating System (BBOS) topics. This plan integrates the BBOS curriculum, Business Lab classes, and monthly open/free meetings. By structuring each segment and ensuring robust follow-up, the Bright Business Club maximizes value for members and guests, reinforcing its commitment to supporting entrepreneurs.

Monthly Topics Calendar

1. August: Bright Business Operating System (BBOS)

How to: Use the principles of system thinking, design thinking, visual, and matrix

thinking to create a coherent business operating system (BOS)

How to: Use the 2x2 HCMT to map your current and future states and design your

business journey.

Focus: Develop robust business vehicles, strategies, and actionable plans to meet business

objectives using the BBOS.

Topics: System thinking, Design Thinking, Matrix Thinking, 2x2 Human-Centered Matrix

Thinking (2x2 HCMT), Metaphors, Methodology, Procedures, Frameworks, Business Operating

Systems.

Objective: Build your BBOS and journey from the current state (CS) to the future state (FS)

using the 2x2 HCMT.

Homework: Design your business journey using 2x2 HCMT.

2. September: Bright Business Structure Diagram

How to: Use the 3 Whys to identify and address the root cause of issues. Apply the

Theory of Constraints to identify and address bottlenecks.

Focus: Build an action plan that solves the root cause of problems, not just symptoms.

Topics: 3 Whys, 3 Verticals and Horizontals, Connectivity, Principle of Least Action, 2x2 HCMT,

Action-Reaction, Passive-Active Relation, Theory of Constraints (TOC).

Objective: Control dynamics between business elements to solve challenges with minimum

effort, resources, and time.

Homework: Using the Bright Business Structure Diagram, identify the root cause of a

challenge and build an action plan using 2x2 HCMT.

3. October: BBOS Topic 1 — Purpose Matrix

How to: Reflect on your personal and business

'Why and understand how it drives your actions. Use the Purpose Matrix to align your purpose with your business

strategy.

Focus: Position the purpose at the core of the Business Operating System.

Topics: The Why, Selfish Genes, Principle of Oneness.

Objective: Craft your personal purpose and integrate it into your business model and

operating system.

How BBOS/Purpose works

Homework: Write your purpose and position it within your business operating system.

1. Design the matrix — each topic has a matrix with 5 elements.

2. Business Structure — position the element inside the Business Structure.

3. Canvas — each topic has a dedicated canvas to support brainstorming sessions.

4. November: BBOS Topic 2 — Inner-Leadership Matrix

How to: Analyze your daily habits and behaviors to identify areas for improvement.

Use the Inner-Leadership Matrix to create a balanced approach to leadership.

Focus: Control the Internal Matrix (Having and Being) and External Matrix (Sources of

Influence).

Topics: Time management, behavior and habit management, sources of influence, and

impact on decision-making.

Objective: Improve habits, behavior, and decision-making processes.

How BBOS/Inner-Leadership Matrix works

Homework: List behaviors and habits to improve decision-making and business

performance.

5. December: Networking and 2024 Business Performance

Evaluation

How to: Engage in networking activities to share and learn best practices. Evaluate your

business performance over the past year and set goals for the next year.

Focus: Best practices and procedures.

Topics: Sharing personal experiences and the impact of the Bright Business Project on

business and personal life.

Objective: Improve business approaches for 2025 and make new connections.

1. Design the matrix — each topic has a matrix with 5 elements.

2. Business Structure — position the element inside the Business Structure.

3. Canvas — each topic has a dedicated canvas to support brainstorming sessions.

Homework: Prepare a summary of your business performance and areas for improvement.

6. January: BBOS Topic 3 — Pain-Solution Matrix, Customers, Products, and the Business Model

How to: Map out the customer journey to identify pain points and opportunities for

innovation. Use the Pain-Solution Matrix to align your product with market needs.

Focus: Improve Product-Market Fit Strategy to innovate and enhance products/services.

Topics: Pain, Customer (User, Buyer, Banker), expectations, options, solutions, roadblocks.

Objective: Deliver the best solution for existing pain.

How BBOS/Inner-Leadership Matrix works

Homework: Define the pain, explain the solution, identify the ideal customer, and explore

their options.

7. February: BBOS Topic 4, Business Matrix Panel 1 — Production Flow: Value Creation, Pricing, Resources

How to: Analyze your production flow to identify inefficiencies. Use the pricing

matrix to set optimal prices for your products or services.

Focus: Create and optimize the value creation process, delegate, price, and maximize

resources.

1. Design the matrix — each topic has a matrix with 5 elements.

2. Business Structure — position the element inside the Business Structure.

3. Canvas — each topic has a dedicated canvas to support brainstorming sessions.

Topics: Costs, frictions, constraints, bottlenecks, pricing matrix, business model, cash flow

management, human resources management.

Objective: Optimize the value creation process.

How BBOS/Inner-Leadership Matrix works

Homework: Analyze and optimize the value creation process in your business.

8. March: BBOS Topic 4, Business Matrix Panel 2 — Communication Strategy: Branding, Marketing, and Sales

How to: Understand customer behavior and the buying journey. Use the funnel

and pipeline concepts to create an effective communication strategy.

Focus: Develop a communication strategy that generates quality leads and sales with

minimal investment.

Topics: Branding, funnel (awareness, lead generation, nurturing), pipeline (first sales,

repeated sales, building ambassadors).

Objective: Build your communication strategy.

How BBOS/Inner-Leadership Matrix works

Homework: Create a comprehensive communication strategy.

1. Design the matrix — each topic has a matrix with 5 elements.

2. Business Structure — position the element inside the Business Structure.

3. Canvas — each topic has a dedicated canvas to support brainstorming sessions.

1. Design the matrix — each topic has a matrix with 5 elements.

2. Business Structure — position the element inside the Business Structure.

3. Canvas — each topic has a dedicated canvas to support brainstorming sessions.

9. April: BBOS Topic 4, Business Matrix Panel 3 — Business Evaluation, Customer Satisfaction, Business Financial

Performance, Purpose Achievements

How to: Define and measure key performance indicators (KPIs) to track business

success. Use customer feedback to gauge satisfaction and make improvements.

Focus: Evaluate business performance.

Topics: Business KPIs, customer satisfaction, financial KPIs, purpose achievement KPIs.

Objective: Develop a dashboard with key business KPIs.

How BBOS/Inner-Leadership Matrix works

Homework: Write a set of metrics/KPIs to evaluate business performance.

10. May: BBOS Topic 4, Business Matrix Panel 4 — Business Exit/Next Level: Scaling, Selling, Franchising

How to: Evaluate your business’s readiness for scaling or exiting. Create a

strategic plan for your next steps, whether it’s selling, franchising, or expanding.

Focus: Develop an exit or next-level strategy.

Topics: Scaling, pivoting, selling your business, franchising.

Objective: Understand the next-level or exit options.

How BBOS/Inner-Leadership Matrix works

1. Design the matrix — each topic has a matrix with 5 elements.

2. Business Structure — position the element inside the Business Structure.

3. Canvas — each topic has a dedicated canvas to support brainstorming sessions.

Homework: Build your next level or exit strategy.

11. June: Delegation

How to: Identify tasks that can be delegated and choose the right team members

for these tasks. Develop a delegation plan that includes monitoring and feedback.

Focus: Effective delegation.

Topics: Delegation conditions and best practices.

Objective: Create an outline with conditions needed for delegation.

How BBOS/Inner-Leadership Matrix works

Homework: Develop a delegation plan.

12. July: Financial Forecast, P&L, and Decision-Making Process

How to: Analyze your Profit & Loss (P&L) statements to understand financial health.

Create a financial forecast to guide decision-making and strategic planning.

Focus: Financial forecasting and decision-making.

Topics: Cashflow management, P&L interpretation, financial forecasting.

1. Design the matrix — each topic has a matrix with 5 elements.

2. Business Structure — position the element inside the Business Structure.

3. Canvas — each topic has a dedicated canvas to support brainstorming sessions.

1. Design the matrix — each topic has a matrix with 5 elements.

2. Business Structure — position the element inside the Business Structure.

3. Canvas — each topic has a dedicated canvas to support brainstorming sessions.

Objective: Build a financial forecast and improve business decisions.

How BBOS/Inner-Leadership Matrix works

Homework: Create a financial forecast and decision-making framework.

Implementation and Evaluation

The in-person open meetings of BB Clubs and Business Lab sessions are designed to be

interactive, providing members with actionable insights and tools that can be immediately

applied to their operations. Following each session, participants provide feedback to assess

the relevance and impact of the topics discussed. This feedback is crucial for continuously

improving the Business Lab offerings and helps ensure the Bright Business Club remains a

vital resource for its members’ success.

Event Description :

10 Critical Shifts for Business Owners and Experts and 3 Reasons to Join

Join us for an empowering session tailored specifically for founders, business owners, and business experts. Transform your approach and enhance your operations with the Bright Business Club San Diego.

This event isn't just an opportunity; it's a transformative experience in professional growth and operational excellence. Discover the pivotal reasons to become a member and explore the ten critical shifts designed specifically for business experts that could redefine your entrepreneurial journey.

Why Join the Bright Business Club?

1. Thrive with BBOS: Immerse yourself in the Bright Business Operating System (BBOS) to guide your business to success and purpose-driven results. Learn to utilize templates and frameworks that streamline every action toward strategic goals.
2. Business Lab Learning: Arm yourself with the latest knowledge required for today’s dynamic business environment. Our Business Lab offers practical, actionable insights that are immediately applicable.
3. Mastermind Community & B2B Experts Club: Join a vibrant community of peers to collaboratively tackle business challenges. Break through the solitude of entrepreneurship with a network of professionals focused on mutual growth and success.

Club Objectives:

Promote Continuous Learning: Foster an environment where continuous learning and development are prioritized to help members stay ahead in a rapidly evolving business landscape.

Enhance Networking Opportunities: Create opportunities for members to connect, collaborate, and share resources with industry leaders and peers.

Drive Business Innovation: Encourage innovation through collaborative thinking, sharing of best practices, and exposure to new ideas and technologies.

Support Business Growth and Sustainability: Provide the tools and support needed for businesses to grow sustainably and successfully.

10 Critical Shifts for Business Owners:

From Random Actions to Coherent Action Plan — Transform scattered efforts into structured, mission-driven actions with Bright Business Operating System (BBOS).

From Lack of Focus to Control the Focus Line — Utilize Bright Business Platform tools to maintain focus on what drives business growth.

From Alone to Part of a Community — Engage in BLAB’s peer groups, workshops, and forums for support and collaborative problem-solving.

From Not Committed to Accountable — Benefit from Mastermind and Accountability and Business Expert's mentorship programs that ensure accountability and guidance.

From Wasting Resources to Building Effective Action Plans — Use BBOS’s tools to address the root causes of problems, not just the symptoms.

From No Traction to Getting the Drive — Receive tailored strategic advice from Mastermind and Accountability (MAG) to help move your startup from concept to momentum.

From No Purpose to Living a Meaningful Life — Align your business activities with your personal values for more fulfilling work.

From Inefficient Communication to Coherent Strategy — Implement BBPlatform's integrated marketing tools to ensure clear and consistent communication.

From Unclear Market Fit to Defined Positioning — Utilize targeted market research and analysis to find and fit niche markets.

From Cannot Delegate to Delegating with Ease — Empower yourself to delegate effectively with leadership training from BEC.

10 Critical Shifts for Business Experts:

1. Overcoming Lead Generation Struggles: Transition from sporadic lead generation to a steady and reliable lead funnel.
2. Effective Qualifying of Leads: Develop a system to efficiently qualify leads to ensure better conversion rates.
3. Mastering Lead Nurturing: Implement strategies to maintain engagement and convert leads into loyal customers.
4. Streamlining Onboarding: Optimize your onboarding process to ensure a smooth and welcoming client experience.
5. Showcase Your Skills: Facilitate workshops and engage in monthly meetings, BLAB, and Mastermind groups to highlight your expertise.
6. Expand Your Network: Utilize the networks of other experts and business owners to broaden your professional reach.
7. Brainstorm with Industry Peers: Collaborate with colleagues in your industry to enhance creative problem-solving.
8. Leverage Collective Intelligence: Use the power of collective intelligence for strategic planning and overcoming existing challenges.
9. Unlock Referral Opportunities: Tap into the community for enhanced referral opportunities, expanding your client base.
10. Be a Growth Factor, Not Just a Service Provider: Collaborate with other business experts to make a significant impact in the community.

Target Audience:

• Founders
• Business Owners
• Business Experts

We have only 12 spots available for the event. To maintain organization and ensure that committed local businesses can benefit from this opportunity, we ask that you please ensure your attendance if you book a spot. Active participation is crucial—join us and engage actively during the event to make the most of our monthly discussions.

Join us at the Bright Business Club San Diego to elevate your business and forge connections with like-minded professionals. Reserve your spot today and be part of a community that is as driven as you are!

Join us now and be part of something bigger.

Agenda:

Short Introduction:

• Begin the session with a brief self-introduction.

Understanding BBOS and Its Structure:

• Dive into the Bright Business Operating System (BBOS) and its importance for your business journey.
• 10 Shits for Business Owners and Experts
• Explore the Accountability template during a dedicated Q&A session.
• Learn about BLAB, the Mastermind and Accountability Group, and the Business Expert Club.

Your Business Journey:

• Reflect on your current state and envision your future state.
• Share challenges faced and explore potential support solutions.

Meeting Conclusion:

• Conclude the formal part of the meeting.

Open Networking Session:

• Engage in an informal networking opportunity.

Preparation Checklist:

• Craft a short bio, specifying the problem your business solves, and outline your request.
• What is your biggest challenge in business right now?

Thank you for your participation!