Plan With Confidence.
Lead With Clarity in 2026.
Join us for Free Annual Planning.
Every business sets goals. The difference is whether those goals are clear, aligned, and actionable.
Upcoming Sessions:
November 20 | December 1 | December 4 | December 18 | December 29
Our Free Annual Planning Sessions give your leadership team a proven framework to turn good intentions into a clear, actionable plan for the year ahead. In just two hours, you’ll create a first-draft annual plan — complete with priorities, metrics, and action steps your team can rally around.
How It Works
01
Follow-Up Call (15–30 minutes)
Review your draft plan, talk through what worked, and explore next steps to keep the momentum going.
02
Planning Session (2 hours)
Your leadership team works together in a private breakout room with a guided workbook. Doug checks in, answers questions, and helps you move from ideas to a clear draft plan.
03
Kickoff Call (15–30 minutes)
Doug connects with you to learn about your business and make sure the session is tailored to your team.
What You’ll Get
A guided two-hour planning session led by Doug Diamond
Breakout time for your leadership team to collaborate
A simple, step-by-step Excel workbook to capture priorities and metrics
A clear draft plan you can refine and carry forward into 2026
Whether you’ve never done structured planning or you’ve been at it for years, this session will meet you where you are and move you forward.
Why Plan This Way?
Most leaders know planning is important — but it’s not always clear where to start. Some teams overcomplicate it. Others skip it altogether.
This approach gives you a straightforward path to:
Focus on what matters most this year
Define how you’ll measure success
Align your leadership team around clear metrics and priorities
Assign clear owners for each goal so accountability is built in, not left to chance
It’s not about perfection. It’s about progress — and leaving with a plan you can actually use.
Frequently Asked Questions
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Yes. There’s no charge for the session. Afterward, we’ll schedule a short follow-up call to hear about your experience and talk through next steps if you’re interested — but there’s no obligation.
We’ve learned the best way to show the value of planning is to let you experience it. By walking through the framework, you’ll see how structured planning can bring clarity and alignment to your team.
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The CEO and 2–3 key leaders who will shape next year’s results. Solo CEOs are welcome, but bringing at least one other leader creates stronger conversation and collaboration. Too many voices can slow the process, so keeping the group small works best.
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You’ll walk away with a first-draft annual plan that highlights:
Top priorities for the year
Key metrics and targets
3–5 improvements that will move the business forward
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Two hours, plus a short 15–30 minute pre-call and follow-up call with Doug.
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A live Zoom session. Your team works together in a private breakout room using a shared workbook with step-by-step guidance. Doug drops in to answer questions and keep you moving forward.
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No preparation is required — the session works even if you come in with a blank page. For teams who want a head start, we can provide a short Annual Plan Survey to complete a week before the session. It’s optional, but it can save time by surfacing ideas and priorities before we begin.
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Best for companies with 10–75 employees, though any leadership team ready to clarify priorities will benefit.
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No problem. The workbook is cloud-based, so your team can collaborate in real time from anywhere.
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This session strengthens what you already do. It can refresh a stale plan, align your priorities, and connect your one-year plan to a bigger three-year vision.
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Yes. You’ll leave with a completed workbook that’s yours to refine and use throughout the year.
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Yes. We work with global clients and offer flexible scheduling to fit different time zones.
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It’s best if your leadership team attends together, but Doug can adapt if only part of the team can make it.
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Sessions run November through December, with a few additional dates in January. Spots are limited, so the sooner you reserve, the better your chance of securing your preferred time.
Doug Diamond is a seasoned business coach and strategic advisor who helps growth-minded companies identify performance gaps, improve team culture, and drive sustainable profitability. With a straightforward, results-oriented approach, Doug equips leaders with the tools to execute with clarity, build winning teams, and navigate change with confidence. Through his company, Business Improvement LLC, Doug offers assessments, coaching programs, and workshops tailored to companies ready to move from stuck to scalable.
