Annual Planning
that actually ships
Turn next year’s vision into an aligned, ready-to-execute plan — before January 1.
Most teams take a break over the holidays and then spend January figuring out what they need to do.
Let’s not.
With guided Annual Planning now, you’ll close this year strong and start the next one even stronger.
Where will you go in 2026?
How will you get it all done? Most importantly—is your team ready to go with you? Annual planning is where you check these things off.
☑ You know what you want to get done next year—but is your team excited about it too?
☑ They know what you’re asking of them—but are they equipped and aligned to deliver?
☑ Have you unlocked that level of emotional investment where they’re energized, committed, and ready to execute?
☑ Do you have the systems, milestones, and accountability in place to make sure progress actually happens?
Annual planning isn’t just about plans.
It’s about alignment.
How it works
(Right-sized to you)
1) Diagnose & Align
Quick intake + leadership interview + a light data review. We pinpoint where you’re headed and what’s in the way.
2) Team Facilitation
A facilitated and customized workshop to set annual objectives and key results with your entire team.
3) Strategize & Plan Build
Collaborative working sessions to pressure-test priorities, assign ownership, and build real commitment.
4) Q1 Ready Pack
Quarterly plan, dashboards/templates, meeting cadence, and a 30-day check-in to keep momentum.
Choose the level
that works for you
Group Planning Session
Need accountability and guidance?
Get your annual planning done with expert guidance, accountability, and peer support. Gather with other business leaders to knock out your annual planning and leave with clear next steps for putting them to work.
Best for: Solopreneurs or Solo Planners
Pricing: Starts at $65
Half-Day Workshop
Need to start small?
This 4-hour session is perfect if you’re limited on time or budget. You’ll leave with a framework and next steps—but you’ll still have post-work to do on your own.
Best for: Lean teams, testing the waters, or a quick alignment reset.
Pricing: Starts at $450
Full-Day Session
Want deeper buy-in?
This option gives your team the space to go all-in. We’ll tackle strategy, priorities, and alignment in one day. You’ll walk away with a clear roadmap. Implementation is up to you.
Best for: Teams ready to align and commit to a shared vision.
Pricing: Starts at $750
+Add Implementation
If you want the plans, the tools, and the team all in place before the ball drops on New Year’s Eve, add implementation. Together, we’ll activate your plan so you begin January ready to rock and roll.
Pricing: Starts at $500
Lead the room; I’ll run the process. You get outside perspective, focused time, and decisions that stick—without juggling agendas, notes, and group dynamics.
Annual planning isn’t just about putting goals on paper. It’s about creating alignment, unlocking energy, and giving your team the confidence to drive results together. Because when your team believes in the plan—they’ll make it happen.
Let’s plan your best year yet.