Make Your Annual Planning Session the Most Productive Day of Your Year

Your leadership team has the vision. I’ll give you the process, structure, and momentum to turn it into a clear, actionable plan.

Tired of Walking Out of Planning Sessions with “Half a Plan”?

Too many annual planning sessions end in frustration:

  • You don’t know where to start

  • The agenda is unclear or too loose

  • Discussions wander off track

  • Decisions stall

  • The “plan” is vague and hard to execute

When you’ve got a room full of your company’s top leaders, every minute counts. A wasted session doesn’t just cost you time, it costs you momentum, alignment, and opportunity.

I get it. You want your planning session to be a springboard for the year ahead, not a drain on your team’s energy and resources.

After 25+ years leading strategy, marketing, and revenue operations for SMBs and large companies, I’ve facilitated sessions that turn scattered ideas into unified, actionable roadmaps. My approach blends proven strategic frameworks with interactive, real-time decision-making exercises - keeping your team focused, aligned, and engaged from start to finish.

I’ve Seen It Happen… And I know How to Fix It

Here’s How It Works

Step 1: Book Your Session
We’ll set your date and design a custom agenda based on your business priorities.

Step 2: Follow a Proven Process
I’ll guide your team through targeted exercises that create clarity, alignment, and buy-in.

Step 3: Leave With a Clear Plan
Walk away with a prioritized roadmap, defined goals, and the momentum to execute.

Walk out with confidence, not confusion

Walk out of your strategic planning meeting with:

✅ A Clear, Actionable Roadmap – No more vague goals. You’ll leave with a prioritized, step-by-step plan for the year.

✅ Leadership Alignment – Every voice heard, every perspective considered, and everyone fully bought into the same vision.

✅ Stronger Decision-Making – Guided exercises keep discussions on track and move the team from debate to decisions.

✅ Defined Metrics & Milestones – Concrete targets and checkpoints so progress can be measured and celebrated.

✅ Maximized Leadership Time – Your most expensive meeting of the year turns into your most productive one.

✅ Renewed Energy & Focus – The session sparks clarity and confidence so your team leaves energized, not drained.

✅ Elimination of Roadblocks – Surface hidden challenges early so you don’t stumble halfway through the year.

✅ Built-In Accountability – Roles, responsibilities, and next steps are clearly defined to keep execution on track.

You can’t afford NOT to have me facilitate your next leadership meeting

According to a study by the University of North Carolina, ineffective leadership meetings cost companies up to $100 million a year, or roughly $25,000 per executive.

Every misaligned session means you're essentially throwing away leadership time, the most expensive resource in your organization.

You have one annual planning session to get this right. Don’t let it become just another expensive meeting that yields nothing.

Your Best Year Starts Here

Let’s have a brief discussion to see how I can fit your needs. Click the button below to get started.