Scaling Up (Rockefeller Habits 2.0)
Virtual Master Class

PEOPLE   STRATEGY   EXECUTION   CASH

Virtual | June 18 – 19, 2025

(Four 90-minute sessions)

Are you a leader of a growing mid-market firm?

Learn or refresh your knowledge of the Scaling Up methodology in this virtual master class by joining Verne Harnish and his experienced team virtually for 2 days (90min each day) of world-class executive education.

Are you a company looking to scale? The Scaling Up Performance Platform has helped the leadership teams of over 80,000 scaleups with a set of tools/techniques that address the 4 DECISIONS™ in scaling a business: PEOPLE, STRATEGY, EXECUTION, CASH™ – based on the book Scaling Up: How a Few Companies Make It…and Why the Rest Don’t with almost a half-million copies in print across 17 languages. 

Given the times, we’ve built a condensed virtual version of the multi-award-winning Master Class Workshop offered exclusively to YPO in the past. If you’re a scaleup looking for a solution, this workshop is a combination of assessments, learning and coaching to help you manage the chaos that comes with scale.

After 3 years of trying, John Ratliff was finally able to get his leadership team to implement the Scaling Up methods after only 2 hours of them attending Verne’s 2-day intensive workshop. They turned to him and said, “this stuff is awesome – we need to go home and implement this right away!” Hear his story in the video!

Why you should bring the team: CEO John Ratliff

Learn why bringing his team vs. just himself is when Scaling Up took hold in his business.

Voted the "Best Business Educational Event" in YPO

… and hosted in over 40 other cities worldwide.

MORE MONEY

2x Cash Flow
3x Industry Average Profitability
10x Valuation

MORE TIME

Reduce by 80% the time it takes to manage the business.

MORE FUN

Support to speed the process and take the load off the leadership team.

Testimonials

“The most intense and highest value for time and money training event from YPO so far. I wish we could have some of this at HBS.”

YPO Past Attendee

 Izi Kohen (Istanbul Chapter)

“Rockefeller system delivers more value for the $ than anyone else in the business!”

YPO Past Attendee

Henry McGovern, Chairman and CEO AmRest

“Extraordinarily implementation oriented; great since we could bring our teams with us; so far the best YPO seminar I have ever attended.”

YPO Past Attendee

Jochen Werz (Greater Europe Chapter)

Workshop Overview

PEOPLE: Recruitment, on boarding, coaching & culture: Designing the employee journey.
STRATEGY: Purpose, core customer, brand promise & identifying the company culture.
EXECUTION: Systems, processes & accountability through current technologies.
CASH: Cash flow, margins, key performance indicators & efficiencies.
PLUS: Receive a complimentary Scaling Up 4 Decisions Assessment and Cash Flow Story assessment.

The Master Class is for...

Leadership Teams new to Scaling Up who want to get a significant jump-start in implementing the tools and techniques.
Experienced leadership teams desiring to review, fine-tune, and advance their implementation of Scaling Up. 
Leadership Teams with new team members that they want to get up-to-speed and spend quality time integrating onto the team. 
Leadership Teams looking to strengthen relationships with the leadership of customers/key suppliers. 
Leadership Teams who want to run their companies like a professional sports team, not a family. 

Speakers

Verne Harnish

CEO & Author of Scaling Up: How a few Companies Make it…and Why the Rest Don’t
Read Bio…

Additional Facilitators

JOHN RATLIFF

Founder of align5 Companies, CEO of Scaling Up Coaches, and Serial Entrepreneur
Read Bio…

ALAN MILTZ

Founder of Cash Flow Story Co-AUTHOR of Scaling Up: Cash Chapter

Read Bio…

Virtual Master Class Agenda

June 17 - 19, 2025

Tuesday, June 17, 2025 (CEOs only)

Start time: 8:32am PT, 11:32am ET, 4:32pm London – (1.5hr session duration) CEOs-only (Verne and John)

Verne and John will address several topics unique to the CEO re: People, Strategy, Execution, and Cash. John scaled his firm through 24 acquisitions and exited for 14x earnings; This seasoned Scaling Up leader will share his insights along with Verne.

Wednesday, June 18, 2025 (Full team)

Start time: 8:32am PT, 11:32am ET, 4:32pm London - (1.5hr session duration) | PEOPLE (Verne and John)

Verne will cover the FACe and PACe tools, hiring, onboarding, engagement, and organizational structure

Start time: 10:17am PT, 1:17pm ET, 6:17pm London - (1.5hr session duration) | STRATEGY (Verne)

Verne will cover the SWT, 7 Strata, One-Page Strategic Plan (OPSP), and Vision Summary tools, as well as how to craft a STRATEGY that dominates a niche.

Thursday, June 19, 2025 (Full team)

Start time: 8:32am PT, 11:32am ET, 4:32pm London - (1.5hr session duration) | EXECUTION (Verne Harnish)

Verne will cover the Rockefeller Habits Checklist, priorities/themes and meeting rhythms.

Start time: 10:17am PT, 1:17pm ET, 6:17pm London - (1.5hr session duration) | CASH (Verne, Alan Miltz)

Back to the PACe tool to “Banish Sloppiness” through a focus on process improvement. Then a focus on the CASH and Power of One tools. Special guest Alan Miltz via Zoom from Australia.

Registration

Team of 10

2495

$250 per seat

$395.00

Team of 3

995

$332 per seat

$395.00

1 Executive

395

per seat

$395.00

For Coach Clients, EO, and YPO members, please reach out to Jean Santos at jean@scalingup.com to receive a discount.

Frequently Asked Questions

I am in a different timezone and can't watch it live. Will a replay be available?
Yes! Anyone who registers will have access to the replays of each session. We will do our best to upload them in a timely fashion to the portal. We expect to have them up within 12 hours of the session ending.
Where is the workshop taking place?
The December Scaling Up Master Class workshop is going virtual. You will attend via Zoom.
What does the ticket include?
The ticket price includes your admission to the 2-day virtual workshop and the accompanying worksheets.
Is there a group discount?
There is! For teams for 3+, you receive a discounted rate. If you're a member of a YPO or EO chapter, email jean@scalingup.com to receive a 20% discount code for discounts.
What's the cancellation policy?
We will give you a full refund up to 4 hours prior to the start of the workshop.  If you have already registered for the in-person Master Class Workshop, please contact jean@scalingup.com.
Will there be future dates for the Scaling Up Master Class workshop?
Yes! We are planning on hosting more virtual workshops in the future. Future 2025 dates TBD. Please check back to the “events” tab for updates on new events.
Where can I find my login to view the virtual master class replays?
We will be sending out Zoom links 1 week of the workshop. If you have not received a link from us by December 4th (or within 24 hours if you register after this date), please email jean@scalingup.com. If you’re interested in accessing the replay, we will be sharing those instructions, in detail, once the replay of the first session is ready to be viewed.
Additional questions?
You can reach out to Jean Santos (jean@scalingup.com) for any additional questions.

Summit
Contact

jean@scalingup.com