Download your own free copy of my Annual Business Strategic Planning Template here. (No email required!)

I built my very first business planning workbook back in 2022 for the first business planning retreat I ever hosted, and I still use a version of it every single year to run my own business. Today I'm kicking off a multi-part series on strategic planning, starting with the one category most business owners skip entirely... mindset. I walk through the four categories I call the bedrocks of business, why two of them are non-negotiable every year, and the exact reflection questions I use to figure out what's actually worth my time and money going into a new year. I'm also giving you my full strategic planning template for free, no email required, so you can start your own planning today instead of waiting until January. If you've been running your business on gut instinct alone, this episode is where that starts to change.

In this episode:

• Why I created my strategic planning workbook back in 2022, and why I still update it every year

• The four categories I call the bedrocks of business... and why two of them are non-negotiable

• The three reflection questions I use every year to figure out what's actually worth my time and money

• Why writing a strategic plan is what keeps your team confident in your leadership

• The facilitation course that changed how I run my coaching calls, and why I never would have found it without this exact reflection process

• Why I believe good strategic planning almost never happens alone

Take Action:

Download the free template in the show notes and spend some time this week reflecting on just the mindset section. You don't have to wait until the end of the year to start planning for 2027.

Resources from this episode:

• Annual Business Strategic Planning Template

• The Unfiltered Female CEO Newsletter

• Gwyn Wansbrough's Facilitation Courses

• Well Women Business CEO Reset Retreat — Costa Rica, January 15–19, 2027 (application only)

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