BDA Tool Two Workshops — Spring 2021
We will host nine workshops and three drop-in events over three months, all focused on BDA Tool Two:
We write annual one-year business plans with definable and accountable goals and targets.
Because we will be welcoming DA and BDA members to share real-world details of their businesses, we must ask that all workshop participants meet the only requirement for DA and BDA membership:
an ongoing desire to stop incurring new unsecured debt, one day at a time
Because we will be discussing the specifics of our businesses, including business names, locations, etc, the only protection for our anonymity will be required registrations and the closedness of the workshop group. To maintain anonymity, we will not be recording any of the workshop sessions except the first-week orientation, for which the recording is available here:
Here's the business spending plan template workbook we recommend using, in general, and especially for this workshop series.
Here is our weekly schedule for this three-month BDA recovery event (all dates are Sundays):
April 4, 2021 — BDA Tool Two welcome from workshop leader, followed by four 10-minute presentations from workshop leader, and four 10-minute sections of Q&A.
April 11, 2021 — Drop-in session #1: Facilitated opportunity to turn your visions into goals, led by a long-time BDA member who has been successfully setting and achieving her goals annually since 2019, see below for details.
April 18, 2021 — BDA Tool Two welcome from moderator and 10-minute presentation from workshop leader, followed by up to 10 minutes of Q&A, and then review of a "workshopped" business plan for the previous series and "workshopping" of ONE new business plan.
April 25, 2021 — BDA Tool Two welcome from moderator and 10-minute presentation from workshop leader, followed by up to 10 minutes of Q&A, and then "workshopping" of TWO MORE business plans.
May 2, 2021 — BDA Tool Two welcome from moderator and 10-minute presentation from workshop leader, followed by up to 10 minutes of Q&A, and then "workshopping" of TWO MORE business plans.
May 9, 2021 — Drop-in session #2: Facilitated discussion on earning and income generation with vision sharing, brainstorming, and support from our fellows. (Topic may change based on the needs and wants of the workshop participants.)
May 16, 2021 — BDA Tool Two welcome from moderator and 10-minute presentation from workshop leader, followed by up to 10 minutes of Q&A, and then "workshopping" of TWO MORE business plans.
May 23, 2021 — BDA Tool Two welcome from moderator and 10-minute presentation from workshop leader, followed by up to 10 minutes of Q&A, and then "workshopping" of TWO MORE business plans.
May 30, 2021 — Nothing scheduled, this is a holiday weekend.
June 6, 2021 — BDA Tool Two welcome from moderator and 10-minute presentation from workshop leader, followed by up to 10 minutes of Q&A, and then "workshopping" of TWO MORE business plans.
June 13, 2021 — Drop-in session #3: Facilitated discussion on seeking and finding balance as we pursue our recovery, our business successes, and our personal lives. (Topic may change based on the needs and wants of the workshop participants.)
June 20, 2021 — BDA Tool Two welcome from moderator and 10-minute presentation from workshop leader, followed by up to 10 minutes of Q&A, and then "workshopping" of TWO MORE business plans.
June 27, 2021 — BDA Tool Two welcome from moderator and 10-minute presentation from workshop leader, followed by up to 10 minutes of Q&A, and then "workshopping" of ONE MORE business plans, PLUS 30 minutes of gratitude sharing from workshop participants — gratitude for Higher Power, gratitude for our solvency, gratitude for the additional tools of BDA and for our fellow BDAers.
NOTE: Most participants will not be able to attend all workshops in the series. That's okay. However, registration includes all TWELVE interrelated events, and the more workshops and drop-ins you attend, the more you will get out of them.
How to register:
Please send a one-time contribution of $150 via https://www.paypal.com/paypalme/bdaintergroup2 with a note that says:
BDA Tool Two workshops — Spring 2021
Please keep in mind that your $150 contribution will give you access to TWELVE 90-minute interrelated events, spanning three months.
All funds received will be split evenly between our Literature Fund — for distribution of free conference-approved DA and BDA literature for anyone who asks — and our Public Information Fund — currently earmarked for the balance due on our radio outreach media project happening throughout April 2021.
NOTE: For newcomers to DA and BDA — we consider those in their first six months of DA and BDA membership to be newcomers — we do not encourage your attendance in this workshop cycle. Please take the 12 Steps of DA and BDA, and then consider digging into your business spending plan, applying all of the DA and BDA principles and tools. For application and support of DA and BDA's principles, especially but not only the 12 Steps, please consider attending one of the six-month BDA Virtual Mini-Conference workshop cycles.
Qualifications for having your business spending plan (BSP) "workshopped" by the group:
At least 90 days solvent
Completed first three Steps in DA and BDA
Working with a DA and / or BDA sponsor
Willing to develop your plan with the workshop leader over several one-on-one meetups, see preparation process below
Must be a DA and BDA member (leaving out other money-related programs and services) — this qualification is non-negotiable, we actively discourage the breaking of DA's Traditions
First come, first served — as long as the qualifications above are met — up to 15 business spending plans (BSPs), see schedule above
NOTE: We may waive some of the qualifications above, if all the other qualifications are in alignment with our requests. If you want to both receive and give service in this way, please ask. The first and fifth items above — solvency and adherence to DA's principles, especially the Traditions — are non-negotiable.
Here's our standard timing for "workshopping" business spending plans (BSPs) during each scheduled workshop:
3 minutes — Review of the business spending plan by its BDA member
2 minutes — Feedback and input from workshop leader
12 minutes — Feedback and input from workshop participants (up to 1 timed minute each) — What we are seeking here is experience, strength, and hope when our fellows have pursued similar goals, visions, and business plans or have taken similar actions as those being discussed. We are not looking for advice, and this is not a time to ask questions. This is time to encourage and support our fellow BDA members as they move their businesses forward with an annual one-year business plan with definable and accountable goals and targets.
1 minute — Suggested next steps from our workshop leader
2 minutes — Comments and commitment to use their plan from the BDA member
NOTE: We adjust the "workshopping" schedule to give EXTRA time to BDAer-owned businesses which include employees or permanent independent contractors — bigger businesses, more moving pieces, more time for review and support.
There are four standard — and lengthy — appointments necessary to prepare your business plan and then to prepare it to be "workshopped." Most planning and preparation will be done with the workshop leader; however, BDAers who had their plans "workshopped" in the previous cycle of these events have been offered an opportunity to now share their experience, strength, and hope with the next BDAers practicing BDA Tool Two. More shall be revealed:
60 minutes to GET TO KNOW EACH OTHER (you and your BSP preparation guide), to establish trust and rapport, to share some of our debting history and DA and BDA recovery and experience. In the second half hour we talk about your vision and business in solvent BDA terms -- especially being "stewards of God's businesses'' (from the BDA Tools pamphlet) and of service as business owners. If that went well ...
60-90 minutes to WORK YOUR INCOME. The first half hour is spent almost entirely on creating and organizing your income and cost of sales categories (if applicable). If you want to try some new product or service deliveries in the year your planning, you'll want to get them on the list. If you want to phase out a service or product, you need to begin planning for that, and being clear about what you'll be replacing it with. The next 20-50 minutes are spent on converting your service and income goals into numbers, real measurable numbers. The last 10 minutes should always be spent in discussion of alignment and prayer. First, alignment of you with your own goals, then alignment of you with your Higher Power's will for you. There's usually a prayer assignment before your next meeting. Next ...
90-120 minutes to CREATE A CUSTOM INCOME AND SPENDING PLAN TEMPLATE based on understandable, consistent, and well-defined categories and subcategories, including the addition of a percentage of income column and a "details and descriptions" column. You'll want to begin this meeting with a 20-30 minute check in on your income goals and alignment. Then you'll build your plan as you customize the spending sections, reviewing your previous 12-month actual business income and spending for guidance. To be successful, you'll want to know what you need to be paid by your business to fund your personal spending plan. The last 10 minutes should again be spent in discussion of alignment and prayer, this time related to your spending, earnings, anticipated profits, and contingency (we recommend building in LOTS of contingency).Then almost finally ...
30-60 minutes to OWN YOUR PLAN — Once the numbers for your plan are in your customized template, and you've reviewed the percentage column and bottom line together with your BSP guide, you will be asked to "own" your plans.
Not the exact words, but the spiritual approach we encourage, is something like: "I have created this plan in faith, and it is my plan, at this moment, knowing that my plan will change and my actual income and expenses will change even more."
You will also be encouraged to try some specific prayer and meditation topics, personal to you, throughout the development of your plan. But that is meant to be encouragement, not homework.
Lastly, part of this ownership is that you are asked to present your BSPs to your BSP guide just as you would to the group. Your guide can then give you feedback at a very high level, while also timing your share.
NOTE: Of course, there may be adaptations to fit the personal recovery needs of the business owner or of the BSP guide. Similarities in this process, rather than differences, will generally be helpful. If we treat our businesses as more alike than different, for planning, then we can truly see what is unique about what we are offering in the world.
Formatting your business spending plan (BSP):
For a single month and then let the computer calculate twelve months for you.
For three months and then be multiplied by four. (This is the best option if you're new to business planning.)
Specific amounts for each active subcategory for each of twelve individual months. (The months are numbered rather than named, since you can start your annual business plan in ANY MONTH. If you weren't ready in January, get ready and start in ANY MONTH of 2021.)
In all three cases, all formulas are built in to the spreadsheets. In the numeric columns, the cells for entry have been highlighted in green.
NOTE: We cannot offer training on the use of the software related to the business spending plan template workbook available here. Please seek that support elsewhere.
The workbook is meant to be helpful, but using it is not required. We are happy to work with your current financial reporting for your business and to help you create a custom spending plan template.
If you don't even know where to start, we suggest doing an online search for "financial statements for _____________" and insert your industry, profession, or business type. You can go further and insert "downloadable" and / or "in _____________" (and insert your favorite spreadsheet or document software) into your search terms.
No matter how you search, the specificity will help you to find better templates than what we've created with an emphasis on one-size-fits-all for use by all BDA members and workshop participants. We are happy to help you develop the template that will best serve YOU and YOUR business.
NOTE: The seven BDA business owners who had their plans "workshopped" in the first round of these workshops did use the template provided here to good effect. One of the takeaways was that our businesses are more alike than different. It also created a common language and application for the 70 registered participants.
Getting going on goal setting:
The two documents below are what our guest facilitator for April 11th created to establish and measure her goals for 2021. She had followed similar formats in 2019 and 2020 and succeeded in reaching or exceeding every goal she set in those years.
Please bring your TOP THREE short-term visions for your business — i.e. how much do you want to make, number of new clients or total clients served, your marketing plan, and one of three efforts focused on your own well-being — to be accomplished in 2021 to the drop-in on April 11th.
Our guest facilitator, for instance, first set her revenue goal. Then she established the number of clients she needed to serve, the number of marketing actions she needed to take, and at least one way to take care of herself as the primary asset of her business. Once she established these details, she had four concrete goals to pursue.
Having reached her direct business goals in 2019 and 2020, and developed processes to maintain those successes in this and future years, this BDA business owner has now focused on her personal needs — as the primary asset in her business — for 2021. Specifically, she is focused on getting enough sleep and having fun, both meant to translating to delivery of better services to her business and clients.
If you come to the April drop-in with your own vision and the forms below, or your own version of them, you will be able to leave that same day with your own goals for the rest of 2021.