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Annual Planning

  • 5 Annual Planning Pitfalls and How to Avoid Them

    Sometimes the best place to start is at the end, and that’s how the annual planning process begins. In Q4, we start by reviewing the year, then the prior quarter. This grounds us in what we achieved and what we learned. From there, we can look ahead with ...

  • Annual Planning Fatigue and Frustration: Ninety Answers

    I’ve been fortunate to learn from several great mentors, people who shared earned wisdom, not just advice. One principle that’s stuck with me is this: Entrepreneurs need to do more with less forever. And to live that out, you have to lean into ...

  • From Fired Up to Burned Out: Why Most EOS® Plans Don’t Survive Past Spring

    Yes, meetings kinda suck. Especially ones that last one or even two days. However, when done well and right, they can be the difference between another year of learning vs a year of winning.