Grounded: Business Clarity Workshop Series

 

 

 

Program Overview

Grounded is a structured four-week workshop series designed to help busy business owners reduce overwhelm, strengthen financial clarity, and regain control of their time and decision-making.

Many small business owners are operating under sustained pressure - managing staff, cashflow, customers, compliance and family responsibilities simultaneously. Over time, this load reduces clarity and narrows decision-making.

Grounded provides a practical, structured space for business owners to:

• Understand their financial break-even
• Improve revenue visibility
• Identify high-value work
• Reduce unnecessary pressure
• Strengthen decision confidence
• Create a focused 90-day action plan

The aim is not to add more information, but to restore clarity and calm so business owners can move forward intentionally.

Program Structure (4 Weeks)

Format:
4 x 3.5 hour in-person workshops
Maximum 15 participants (to ensure quality interaction)

Week 1 – Regulate & Reduce

Capacity Before Strategy

• Overwhelm audit & workload reduction exercise
• Time value awareness (what work creates real value?)
• Identifying unnecessary commitments
• Practical stress regulation tools

Outcome:
Participants identify at least one immediate pressure reduction and begin restoring cognitive capacity.

Week 2 – Financial Clarity & Break-Even

• Understanding Profit & Loss statements in simple terms
• Fixed vs variable costs
• Annual and monthly break-even calculation
• Revenue floor identification

Outcome:
Each participant leaves knowing their required revenue targets and financial baseline.

Week 3 – Direction & High-Value Focus

• What work truly drives profitability
• Effort vs return mapping
• Energy and capacity awareness
• Clarifying business direction

Outcome:
Participants gain clarity on what to prioritise and what to reduce.

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Week 4 – 90-Day Strategic Focus

• Setting realistic 90-day revenue targets
• Identifying top three business priorities
• Role clarity (what to focus on vs what to step back from)
• Structured 90-day action plan

Outcome:
Each participant leaves with a clear, simplified plan and strengthened decision confidence.

About the Facilitator

Yvonne Summer – Founder, Grounded Advisory

Yvonne Summer is a regional business owner and advisor with hands-on experience across hospitality, trades, retail and small business operations. She has completed formal hospitality training, including a final examination in business management, alongside years of real-world experience running and supporting small businesses.

She understands firsthand the pressure of payroll, fluctuating cash flow, staff management, long hours, and the mental load that comes with carrying both business and home responsibilities.

Grounded was developed from lived experience - integrating practical financial clarity (break-even, margin awareness, pricing), operational simplification, and scientifically supported nervous system regulation principles that improve decision-making under pressure.

Yvonne continues to invest in her own professional development and works with a business coach to ensure her methods remain current, practical and aligned with proven business principles. She draws on insights from experienced operators and high-performing business leaders, applying what works in real-world small business environments.

Her goal is to empower business owners with practical tools that help them cut through the noise, regain clarity, and make better, more confident decisions for both their businesses and their lives.

 

 

When

Location

Beaufort