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Lunch and Learns


Lunch and Learns are brief, 90-minute sessions of specific learning about a business or management-related topic. We periodically conduct Lunch and Learns for the general public in the Phoenix Metro area but you can schedule a Lunch and Learn just for your organization. You provide the lunch and we provide the content. 


TSE Lunch and Learns are designed in three parts.

  1. Introduction to the topic and some major points associated with it (seminar)
  2. Application of the concept. We generally facilitate a live exercise or hand out a worksheet to be completed to help participants not only better understand the concept, but apply it for the first time
  3. Each session ends with a Q&A where we our expert answers any questions you may have and helps you share ideas on integrating your new knowledge and skills back into your organization.


We can specifically design a Lunch and Learn to meet your needs but here are some typical topics we are regularly asked to discuss: 

  • What is your value proposition?
  • Selecting your business model
  • Pricing your product-service offerings
  • Aligning your marketing strategies with your sales tactics
  • Defining your avatar customer
  • Strategizing for key stakeholders
  • Conducting a risk assessment
  • How to form a strategic relationship
  • Developing a succession plan
  • Creating an exit strategy
  • Preparing for investors
  • Writing a "strategic" business plan
  • Maximizing and optimizing cash flow
  • Making business decisions
  • Creating mission, vision and principle statements
  • Capitalizing on your core competencies
  • Leveraging  your competitive advantage and unique selling proposition
  • How to earn market share away from competitors
  • Increasing sales through marketing strategies
  • Selecting your 2-5 Enterprise strategies
  • Creating a Balanced Scorecard
  • Understanding the fundamentals of a patent search
  • Conducting a patent search
  • Strategically protecting your patent
  • Creating your patent strategy for business
  • Innovating for growth
  • Brainstorming new ideas
  • Connecting to capital
  • How to prototype your invention
  • Deciding whether to manufacture your idea or license it
  • How to write basic patent claims


Fees are for Lunch and Learns in the Phoenix metro area. These do not include the cost of meals (at the client's expense) but includes the facilitator and worksheets or other workshop materials. We can also help create a customized program for your organization. 


1 Lunch and Learn: $750

3 Lunch and Learns: $1,995

5 Lunch and Learns: $2,995


For more information on scheduling a Lunch and Learn for your organization or to be placed on the mailing list to learn more about our public events, please reach out to Scott Romeo at romeo@thestrategyexpert.com