Team-oriented interactive session
Leave with actionable steps for next year
The same process I use with my clients
The traditional annual planning process doesn’t work for many teams.
I hear this every time I talk to new clients about their annual planning experience:
The goals I come up with are unrealistic or totally unclear
The plan never comes alive in our business to guide our actions.
It just doesn’t work for me or my business - it feels like a big waste of our time.
And when the plan falls apart or gets abandoned, you’re left feeling like a failure.
It’s one of the reasons being a business owner can feel so hard.
I’ll coach your team through a well-structured annual planning process in 2 hours
—for free.
Most leaders have tried and failed at annual planning at least once—which undermines their confidence in trying to plan the next year. This facilitated, 2024 planning session will free you from your fears about annual planning, and help you build a plan that energizes your leadership team.
In your free session, we’ll cover:
Aligning your team around important numerical goals
People planning and the (very real) Great Resignation
Targeting the priorities (non-numeric improvement goals) that have the greatest impact
Creating accountability and ownership for every line item
2 hours to a 2024 plan you can be confident in
Each event will be a small group session with 2-4 companies. Your leadership team will spend most of the time in a dedicated breakout room, armed with a custom agenda created specifically for your team. I’ll drop in on you regularly to offer feedback, ask questions, and guide you through the process.
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Click Sign Me Up to reserve your spot. I’ll follow up via email.
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Together we’ll pick a time that works for you and your team.
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Walk away from the free session with a working draft of your 2024 plan—and a renewed passion for business planning!
When I started I was really skeptical about planning. What Doug has taught me is the value of the process—the steps to working out the goals that matter to the business and to us.
As a CEO, I like my job again. Planning isn’t a chore for me anymore. It’s a joy… In the space of two years, I’ve gone from a non-believer to “We’re not moving the planning meeting." It’s one of the most important meetings of the week.
Katherine Spanner, CEO
Sensible Business Solutions
For the past 20 years I’ve been helping CEOs like you become leaders who plan well—and enjoy the process.
I understand if you’re still not convinced annual planning will help your business. That’s why I’m willing to offer this free, no strings attached, 2-hour planning session for a 2024 annual plan draft.
I am interested in meeting and working with small business owners who want help to learn how to grow and improve their business.
As CEO, I grew a company from 20 to over 100 employees before selling it. I’ve felt the overwhelm, isolation and the fear about the whole thing falling apart that leaders experience as they move through the different stages of growth.
I had my own challenges with business planning failures, so I know what that feels like firsthand.
I believe small business is the engine that drives the economy. That’s why I’ve spent the last 20 years coaching small business owners. My mission is to make your leadership efforts worthwhile and impactful, so your business can thrive.
When you nail the process of annual planning, you can set bigger goals for your business and more consistently achieve them.
Reserve your spot now, and I’ll connect with you to pick a time that works for your team!
I’d also like to chat with you individually for 15 minutes before and after your team’s planning session, so I can best help you succeed.
