From Vision to Execution: Building a Strategic Plan That Delivers

The wine industry is navigating unprecedented economic, market, and operational changes, making strategic planning more important than ever. This interactive session will provide a practical framework for transforming a long-term vision into an actionable roadmap—from five-year goals to three-year priorities, annual objectives, and quarterly action plans.

Industry leaders representing finance, winery operations, marketing, supply chain, and business strategy will discuss the essential components of an effective strategic plan, how to establish meaningful benchmarks, and how to remain agile as market conditions evolve. Attendees will gain practical tools and real-world insights to help align their organizations around measurable goals, make informed decisions, and position their businesses for long-term success.

Whether you’re leading a winery, vineyard, supplier business, or industry organization, you’ll leave with a planning framework that can be immediately applied within your own operation.

Moderator:
Marshall Graves, First Citizens Bank, California

Speaker:
Shannon McLaren, Frogs Leap Winery, California