Annual planning gets rushed into an afternoon without a structured process to actually think it through.
A structured full workbook gives your planning day actual shape, so it produces real decisions instead of a rushed afternoon that gets skipped next year too.
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Annual planning gets rushed into an afternoon without a structured process to actually think it through.
A full workbook designed to structure a half-day or full-day planning retreat, not a single-page template.
We built this after seeing how often annual planning gets compressed into a rushed afternoon with no structure to actually think it through.
— DaveWays
Structured for a real half-day or full-day retreat, not a template you fill in during lunch.
Limits you to 3-5 strategic priorities on purpose, because more than that means no real priorities.
Every priority gets a defined resourcing plan and timeline, not just a bullet point.
How long does the retreat need to be?
Built for a half-day to full-day session; you can split it across multiple shorter sessions if needed.
Do I need a team to use this?
No, it works solo or with a small team. The structure holds either way.
What happens after the retreat?
Use the quarterly checkpoint sections to revisit and adjust the plan through the year, not just once annually.
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Annual Business Planning Retreat Workbook (Free Preview) — download a condensed version free, no purchase required, to see if it's a fit before you buy.
Annual Business Planning Retreat Workbook is $19.99 USD, one-time payment, instant delivery, no subscription. Covered by our 30-day money-back guarantee. See our refund policy and terms.
