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)

Please subscribe and leave a review for the Well Women Business Podcast wherever you listen. It helps the podcast reach more women, and I read every single one!

Grab a copy of my quarterly operations report here. (No email required!)

Nobody checks your work when you're the owner of the business, and that freedom is exactly what makes most of us secretly ineffective. Today I'm walking you through the quarterly operations report that has completely changed how I run my business and hold myself accountable as a CEO. I break down all seven sections we cover in our two-hour quarterly meeting, from staff capacity to marketing spend to what I call our quarterly "rocks", the three to five priorities that actually move the needle each quarter. I'm also giving you the free template we use (no email opt-in required!), so you can copy this system into your own service-based health or wellness business. If you've ever ended a quarter wondering where the time went, this episode gives you the structure to fix that.

In this episode:

• Why nobody holds you accountable as the owner, and why that's both a freedom and a trap

• The seven sections of the quarterly operations report we run every 90 days with my COO and CFO

• The "quarterly rocks" concept (and the jar-of-rocks story behind it) that keeps us from chasing shiny objects

• How we use Granola.ai to record the meeting and automatically generate action items

• Why we switched from ClickUp to Monday after nearly four years of frustration

• The free template you can grab in the show notes to run this exact meeting in your own business

Take Action:

Download the template from the show notes and put a recurring quarterly meeting on your calendar today, even if it's just you and one other person, or a friend who runs a business holding you accountable.

Resources from this episode:

Grab a copy of my quarterly operations report here.

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Apply to join us at the Well Women Business CEO Reset Retreat — Costa Rica, January 15–19, 2027 (5 of 7 spots left when this episode was published)

If you feel like everyone else running a business at your level has it together except you, I want you to hear this today... nobody does, not even the polished eight-figure gurus on your Instagram feed. I share what happened when my own carefully laid plans fell apart this year, and why overwhelm at six or seven figures is not a sign that you're doing something wrong, it's just part of building something real. I talk honestly about why the loneliest part of being a business owner is thinking no one else understands what you're carrying, and the one thing that has helped me most when I feel that way. Plus, I'm opening applications for the Well Women Business CEO Reset Retreat, built specifically so you don't have to carry this alone. If you've been feeling isolated at the top of your own business, this episode is for you.

In this episode:

• Why feeling like you're the only one who doesn't have it figured out is something every business owner feels, even the ones who look the most put together

• Why overwhelm at six, seven, (or even eight!!) figures is not a sign you're doing something wrong... it's a sign you've built something real

• The real reason loneliness hits hardest at the top, and why your team can't be the ones who fully understand it

• Why finding other women at your same level of business is the thing that has helped me most, and how the Costa Rica retreat is built around exactly that

• The official announcement... applications for the Costa Rica retreat are now open!

Take Action:

Think of one thing in your business right now that you've been pretending is fine when it isn't, and just admit it to yourself. You don't have to fix it today, just admit it.

Resources from this episode:

• Well Women Business CEO Reset Retreat — Costa Rica, January 15–19, 2027 (applications now open)

• The Unfiltered Female CEO Newsletter — sign up at wellwomenbusiness.com

• Therapy in the Great Outdoors is hiring an Online Business Manager — details here

Please subscribe and leave a review for the Well Women Business Podcast wherever you listen. It helps the podcast reach more women, and I read every single one!