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The Planning Reset: Building a Clear, Profitable Year Ahead

The Planning Reset: Building a Clear, Profitable Year Ahead

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 As another year wraps up, it’s time for our annual planning conversation, but this one hits differently. In this yearly tradition, Terry and Aaron step back from the noise to help you reset, refocus, and plan for a year that feels clear, intentional, and sustainable. Instead of piling on more goals and tools, they walk through how to review the past year honestly, simplify your priorities, and make smarter decisions that support both your business and your life. This episode is for shop owners who want fewer surprises, better margins, and a plan that actually holds up once the year gets busy. If you’re ready to move into the new year with confidence instead of chaos, this is the planning conversation you want to be part of. Your business doesn’t need more tasks. It needs clarity, alignment, and a structure that supports you. The Business Builder Accelerator is a guided 12-week experience that helps you uncover what actually matters, make confident decisions, and build a foundation you can grow on. Explore the experience and sign up for a free clarity call –> OSG.link/Builder News If you have anything newsworthy you would like us to share, please email details to info@2regularguys.com. Use the subject line “Weekly News.” https://youtu.be/uSUYkdSPySM Dad Joke Aaron: Why was the snowman digging through the bag of carrots? He was picking his nose Planning for 2026 and Beyond Last year… Terry: Let’s do my favorite thing, make a list! Sit down and think about what you would like to accomplish in your business in 2026. Anything from increasing sales, adding production capability, being more efficient, hiring a new employee, or even coming up with a new logo. I like to list 20 things without stopping. The deeper in the list, the more creative thinking is what I’ve found. After you make your list, pick one thing to dig deeper into and build a plan to get there. Aaron: I love a good list, too, but you know me, always the contrarian. Build a “No List” Before You Build the Plan. This is a list of things, opportunities, and even people you need to say no to. Because every yes costs something, and most of the stress we carry in our businesses comes from yeses we never should have made in the first place. Saying no is what creates space. Space to say yes to opportunities that are a fit, clients you actually enjoy working with, and real possibilities that feed your zone of greatness. Things you say yes to out of ego. Just because you can do it, or because it looks good on paper, does not mean it belongs in your business. (Long Beach, SkillsUSA)Decisions based solely on money. If your gut is throwing up red flags but the dollars are tempting, pay attention. There is usually a pattern there worth noticing.What decisions can I eliminate or pre-make so I am not reacting all year? Pricing exceptions. Rush jobs. Custom one-offs. Vendor swaps. Client expectations. If you keep “deciding” the same things over and over, that is not flexibility. That is friction.If your plan does not remove decisions, it will not remove stress. Terry: Try something brand new! It’s easy to stay with the status quo, but you’ll never grow your business or grow personally, trudging along doing the same old things. This doesn’t have to be a big capital expense. Try a new workflow to be more efficient. Order some specialty ink if you’re a screen printer and experiment. Order some different films and test them on your DTF transfers. Experimentation breeds innovation that breeds new opportunities. Aaron: I’m going to stick with my less-is-more theme. This is normally Terry’s place to bring me back down to reality, but I love that the tables have turned this year. Build the Year Around One Profit Driver. Choosing one primary profit driver for the year can make a massive difference. When you try to improve everything at once, it becomes overwhelming, and then nothing actually improves. Better planning means choosing where improvement truly matters. Not all growth levers are equal. One usually does most of the heavy lifting. (Decrease Expenses, Increase Revenue, Increase Margin) Improving average order size, tightening production speed and consistency, raising prices with clearer value and expectations, and saying no to low-margin work that blocks better ordersAsk, “If we improved only one thing by 10 to 20 percent this year, what would most improve our profit and peace of mind?” Terry: Where do you want to be in 5 years, 10 years? Maybe you want to be doing exactly what you’re doing now. Maybe you’re considering retiring or doing something else moving forward. Are you positioning your business to turn over to the kids, or even sell in the future? Take a look now at what things would need to look like for that kind of transition. You can start now positioning for that intended eventuality. Future You Party The Secret Sauce We serve up bite-sized tips for our #regulators to instantly spice up ...
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