The Journey to Mastery: Clarifying Purpose, Uniting Teams, Accelerating Success

Workshop Overview

How do we take our ambitious vision to the next level? This workshop is dedicated to deepening our clarity of purpose, reconnecting profoundly with our core values, and aligning as a unified, motivated team. Together, we’ll refine the essential strategies, develop systems that reinforce those strategies, and implement effective tactics that move us consistently toward joyful achievement. By clarifying exactly where we’ve been, who we truly are, and where we intend to go, we ensure that our journey toward mastery is not only successful but also filled with passion, joy, and profound fulfillment.

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Session 1: Defining Vision and Strategy


Building Leadership That Lasts: Diagnose why drift happens and how to lead with clarity and intention. Explore the differences between vision, goals, strategy, and tactics.

Session 2: Building Strategy Into Patient Experience


Turning Vision Into Movement: Reimagine patient flow using the 12-Month Journey Map, trust builders, and a reliable system of cues and micro-actions. This session is a blueprint for trust and consistency.

Session 3: The Leadership Framework


Mastering Seasons, Systems, and Self-Momentum: Use a rhythm-based approach to run effective seasons and teams. Includes the Morning Meeting method, Zone Protocols, and transition playbooks.

Session 4: Leading Yourself First


Building the Foundation of Sustainable Leadership: Apply the three disciplines of mental leadership—Setting, Filtering, Focusing—to lead with energy and intention. Includes a 20-minute morning meeting example.

Session 5: Building a Seamless Patient Trust Network


From Emotional Excellence to Referrals: Use trust-building playbooks to activate referrals, deepen patient bonds, and align your team with a cohesive language of care.

Session 6: From Program to Presence


Medallion Referral System: Turn structured systems into daily presence-building routines. Leverage cascade models, story playbooks, and team-wide engagement systems.

Session 7: From Tap to Trust


Engineering the Referral Flywheel: Use Tap-Touch-Turn protocols and strategic automation to create unstoppable growth from your daily referral moments.

Session 8: From Planning to Playbook


Customized, Cloud-Based Action: Take home a ready-to-launch dashboard with customizable playbooks and meeting tools to streamline leadership and execution.

Session 9: Time as a Mirror


Designing a Schedule That Reflects Your Vision: Build a structure that drives aligned energy and decision-making across your week. Includes tools for timeline mapping and focus planning.

Session 10: Making It Count


Converting Momentum Into Legacy: Institutionalize energy and rhythm by embedding happiness systems, shared benchmarks, and a review protocol into your leadership cadence.


Workshop Agenda

Day 1


  • 7:00–8:00 AM: Breakfast – Networking kickoff
  • 8:00–9:45 AM: Segment 1
  • 9:45–10:15 AM: Break
  • 10:15 AM–12:15 PM: Segment 2
  • 12:15–1:15 PM: Lunch
  • 1:15–3:00 PM: Segment 3
  • 3:00–3:45 PM: Break
  • 3:45–5:30 PM: Segment 4
  • 6:30–9:00 PM: Dinner at La Hacienda

Day 2


  • 7:00–8:00 AM: Breakfast
  • 8:00–9:45 AM: Segment 1
  • 9:45–10:15 AM: Break
  • 10:15 AM–12:15 PM: Segment 2
  • 12:15–1:15 PM: Lunch
  • 1:15–3:00 PM: Segment 3
  • 3:00–3:45 PM: Break
  • 3:45–5:30 PM: Segment 4
  • 6:00–8:30 PM: Dinner – Celebration & team time

Day 3


  • 7:00–8:00 AM: Breakfast
  • 8:00–9:45 AM: Segment 1
  • 9:45–10:15 AM: Break
  • 10:15 AM–12:15 PM: Segment 2
  • 12:15–1:15 PM: Lunch
  • 1:15–3:35 PM: Segment 3 – Final session as a group

Instructors

Imtiaz Manji
CEO/Founder

Workshop Dates

June 11–13, 2026