Early Bird Special

Register by Thu, Oct 29 at 11:59 PM PT and get a free 20-minute 1:1 review with Kate Woods

Business TRAINING

Your business runs on your judgment.
Make it run on structure.

Policy and Process: The Pairing That Lets Your Business Run Without You in the Room

A live two-day cohort for established owners and operational leaders. Learn how policy and process work together, and leave with a 30-day plan to put them in place.

Tue, Nov 3 and Wed, Nov 4 · 12:00–1:00 PM PST · Live online

Entrepreneurs · Solopreneurs · Micro-Businesses · Small Businesses

Executive business consultant guiding a small business growth strategy session in a modern daylight studio

TARGET AUDIENCE QUALIFICATION

Who Is This Training For?

Owners and operational leaders of businesses who want consistent decisions without being the one who makes every decision.
It also works for teams of one who are building toward their first hire or strategic growth.

Entrepreneurs + Solopreneurs

Yes, this is for a business of one. Written policies and processes keep your decisions consistent when your attention is pulled elsewhere, and they make your first hire easier.

You've built versions of your systems before and want a framework that holds.
You want getting back on track after a busy week to be a checklist, not a cold start.
You're planning your first hire or contractor and want them to start with clear rules.

Micro-Businesses + Small Businesses

Your team wants to help, but every decision still routes through you because the rules live in your head. Policy and process give them authority to decide within set limits, so you can step back with structure in place.

You redo tasks your team already finished because it's faster to fix them yourself.
You've turned down an opportunity because you couldn't take it on without cloning yourself.
You want to leave for a week while your team handles exceptions within clear limits.

Businesses Exit Strategy

You've built a strong business, and you plan to sell within the next seven years. Buyers pay for operations that run without the owner, and that takes years to build and show, so starting now is on time.

Your processes are documented, but decisions still vary depending on who's making them.
Ambiguous calls still come to you, and you want to turn your judgment into rules your team can apply.
You want the consistency a buyer's due diligence looks for, starting with the policies that carry the most risk.

WARNING: This isn't for you if you are not ready to create an atmosphere of streamlined operations
or you are an owner who isn't ready to let the team make decisions within set limits.

To a customer, that inconsistency is a quirk. To a lender or a future buyer, it is risk.

When decisions depend on who happens to be working that day, the results vary.

A policy without a process is a rule nobody knows how to follow. A process without a policy is a task nobody owns. Most established businesses have some of each, but they don't connect. That gap is why the team still asks you, and why the business only runs one way: your way, with you there.

Policy is the what and the why:
the decision rule, written once.

Process is the how: the steps anyone trained can follow.

Together they give your team authority to decide within set limits.

Exceptions still come to you.

CURRICULUM BREAKDOWN

Build Decisions That Hold

In two live one-hour sessions, learn how policy and process work together, and leave with the tools to start putting them in place in your business.

Two live sessions: Tue, Nov 3 and Wed, Nov 4, 12:00–1:00 PM PST
A 30-day action plan, a key policy list and a policy template you can adapt yourself or share with your team
Live Q&A with Kate to apply the framework to your business

Limited seats available.
Add Additional Team Members for a discounted price.

01

Policy vs. Process: Know the Difference

Day 1 · Tue, Nov 3

Learn what each one is, the role it plays in your organization, and how the two work together to support growth and scalability.

Policy vs. Process Growth & Scalability

02

Accountability: Define What Winning Looks Like

Day 1 · Tue, Nov 3

Use policy and process as a fair tool for accountability, and set the measures that show you what's working. You leave with a 30-day action plan and a list of the key policies and procedures your business needs.

30-Day Action Plan Key Policy & Procedure List

03

Policy: A Framework for Clarity

Day 2 · Wed, Nov 4

Learn what makes a policy work: a clear decision rule your team can apply within set limits. That means fewer ambiguous calls routed back to you, and a structure that supports accountability, growth and scalability.

Decision Rules Clarity & Accountability

04

Build: Your Policy Template + Live Q&A

Day 2 · Wed, Nov 4

Leave with a policy template you can adapt yourself or share with your team. Then bring your questions to Kate for live answers.

Policy Template Live Q&A

Founder & Chief Executive Catalyst

Kate Woods

Kate builds the policies, processes and dashboards that let small businesses run on structure instead of on the owner's memory.

Technical Writing Certificate (Oregon State University)
Certified Dashboard Designer (The Project Booth)
CO.STARTERS Certified Facilitator (Finsync)
2026 Jr. First Citizen (Corvallis Chamber of Commerce)

cohort REGISTRATION options

Secure Your Spot Today

Direct access to executive transformation frameworks and elite mentorship. Cohort enrollment is strictly capped at 25 participants to guarantee direct individual reviews.

Included with registration

2-Day Live Cohort with Worksession

This is not your typical webinar where we deliver information and you're left on your own. Join us for these 2-days live to dig in, start crafting your policies & processes, and grow with Kate Woods and your cohort!

Two live work sessions with interactive worksession
Core workbook
- 30-day action plan
- Key policy and procedure check list
- Policy template guidance
Live Q&A with Kate Woods
Register by Oct 29: a free 20-minute 1:1 review after class ($57 value)

$97 / add an additional team member for only $47 after checkout

optional enhamcements

1:1 Executive Coaching & Strategic Transformation Review

Bring the policy or process you draft in class, and leave with clear next steps for your business.

$57 $0 / Included if registered by 10/29/2026 11:59pm PST

Replay + Extended Workbook Bundle

Receive expanded policy templates, a procedure checklist and a 30-day roadmap. It's a starting point to adapt yourself or share with your team as well as on-demand recordings of both sessions.

$47 / Save $7 compared to buying them separately

🔒 Secured Registration • Limited Seats Available • Add additional Team Members after checkout

Secure My SpotChoose any enhancements on the next page

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ItemQuantityPrice

The Powerhouse Pairing Cohort #1: Policy vs. Process with One-on-One Session

Join this 2-day live workshop to master the difference between policy and process, the foundational frameworks required to build accountability, accelerate business growth, and scale your organization.

As a thank you for your Early Bird registration, you have received a complimentary One-on-One Session ($57 savings) after the cohort to review your workbook, answer any specific questions, and/or set next steps.

1

$97.00

Add an Additional Team Member

Yes, add a team member for $47 Bring the person who will help put these policies in place. They get their own seat at both live sessions and the core workbook, so you both leave with the same framework and the same next steps. (If you would like to add more than one team member, please contact us at [email protected])

On-Demand Replay & Extended Workbook Bundle

Yes, add the Replay + Extended Workbook Bundle for $47 Get on-demand recordings of both sessions plus the extended workbook: expanded policy templates, a procedure checklist and a 30-day roadmap. It's a starting point to adapt yourself or share with your team, for $7 less than buying them separately.

On Demand Replay Only

Yes, add On-Demand Replay for $17 Rewatch both live sessions on demand when you're ready to draft, or catch anything you missed. NOTE: Already included in the bundle.

Extended Workbook Only

Yes, add the Extended Workbook for $37 Expanded policy templates, a key procedure checklist and a step-by-step 30-day roadmap. It's a starting point to adapt yourself or share with your team. NOTE: Already included in the bundle.

Order summary

ItemQuantityAmount

The Powerhouse Pairing Cohort #1: Policy vs. Process with One-on-One Session1$ 97.00

Order Total

$0.00