Business Planning

Convert Your Vision into Yearly Achievements

Business Planning

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Business Planning ➔

Who is this for?

Forward-thinking CEOs and ambitious leadership teams ready to lay the blueprint for the upcoming year.

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Department heads keen to align their divisions with the company's overarching goals.

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Why invest in this workshop?

  • Yearly Roadmap

    Chart out your annual business plan, ensuring all efforts are in synergy.

  • Annual Milestones

    Clearly define what your company aspires to achieve in the forthcoming year.

  • Top Priorities, Crystal Clear

    No more ambiguity. Pinpoint the priorities that will make the most impact.

  • Deep Dive into Objectives

    Lay out the objectives, drivers, metrics, and milestones, ensuring each priority is backed by actionable insights.

  • The Power of NO

    To achieve the most, sometimes we have to reject the unnecessary. Learn what your organization should avoid to stay laser-focused.

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What will we carve out together?

An immersive workshop revolving around the Four Operational Planning Questions:

What mountain are we climbing?

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What are our non-negotiable five priorities?

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How do we quantify success for each priority with clear objectives, drivers, metrics, and milestones?

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How do we kickstart our journey in the first 90 days?

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How does Jeff turn planning into an actionable masterpiece?

  • A thorough survey assessing the current business state and reflecting on the past year's achievements.

  • Comprised of leadership teams, high-performers, and functional experts, ensuring a holistic view. Limited to 12-14 participants for concentrated brainstorming.

  • A thorough survey assessing the current business state and reflecting on the past year's achievements.

  • An email preview complemented by a video prepares every participant for what lies ahead, ensuring everyone comes prepared.

  • Through small group activities, every operational question is answered, ensuring the resulting plan is thorough and holistic.

  • Craft an initial draft collectively, which Jeff then refines. This paves the way for a collaboratively polished final plan.

  • Your team will leave with a plan and a 90-day accountability structure, ensuring immediate momentum.

  • Benefit from a dedicated 90-day follow-up meeting agenda, maintaining the trajectory.

  • Every vital insight and team moment is captured through photographs, making it a workshop to remember.

Partner with Jeff Shannon for Business Planning

Dreaming big is the starting point. Having a detailed, actionable plan to achieve those dreams is the journey. Let Jeff guide your team through this crucial planning phase, ensuring the upcoming year is not just about goals but achieving them.

Set Your Year on a Path to Success.