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From Scrappy to Scalable: Building Operational Discipline in Early-Stage Teams

As companies transition from initial traction to sustainable growth, the scrappy habits that got them off the ground often become the bottlenecks stalling their scale. When daily execution relies on a founder’s mental checklist rather than a documented system, the organization experiences dropped balls, miscommunications, and severe internal friction. 

In this interactive Lunch & Learn, founders and leaders will learn how to transition from reactive problem-solving to proactive system-building. Guided by Amie Kaplin, President & Founder of Sage Crest LLC, participants will complete a rapid, live operational audit to bridge the gap between their strategic vision and their daily operations. Leveraging her expertise in lean scaling and managing complex operations within rapid-innovation ecosystems, Amie will help attendees diagnose their organizational drag and leave with an actionable framework and a concrete first step to establish structural discipline. 

Key Takeaways: 

By the end of this session, attendees will be able to: 

  

  • Map the Execution Gap: Uncover the hidden disconnects between your primary quarterly strategic goal and the daily, localized actions required to achieve it. 

  • Stress-Test Your Systems: Quickly evaluate current workflows to determine if they can survive a sudden influx of volume, or if they rely too heavily on manual intervention. 

  • Diagnose & Shift: Utilize a targeted matrix to accurately categorize your biggest operational fire and define one non-negotiable, concrete action to immediately remove the drag. 

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October 27

2026 New York State Innovation Summit