Annual planning is important—but sitting down to start can feel impossible. Where do you begin? What belongs on the table? How do you make sure it connects to your budget and your team?

This workshop is about clearing that hurdle. Think of it as the warm-up that makes the big game easier. We’ll:

✔ Gather and organize everything you’ll need for your annual planning session
✔ Capture the ideas, lists, and priorities that often get left out
✔ Prepare to match your plans with your budget so you’re realistic from the start
✔ Get you ready to bring your team into the process

Instead of staring at a blank page or scrambling at the last minute, you’ll leave this workshop with a solid starting point. No more procrastination, no more overwhelm—just clarity and momentum for the planning that actually matters.