Solutions - Annual Planning

Why does your business need an annual plan?


  • Set good goals that motivate and don't suffocate
  • Have simple, achievable quarterly targets
  • Stay productive all throughout the year with simple next steps

An annual plan is built around your strengths and weaknesses. Most new year's resolutions fail because they talk about changing results but not habits. Let's not make that mistake. When I write an annual plan for your business I include what you should do more of, what you should improve, and what you should change.

An annual plan can be written at any time - December, January, April, etc. It will give you accountability throughout the work period, without the anxiety that comes with missed targets or goals.

Contact me to discuss your needs and schedule the two Annual Planning sessions: one with you and one with your team, all for $1450.-. You will receive your

  1. 12 month business priorities,
  2. quarterly progress points, and
  3. first 3 month activities in detail. 

Follow this up with quarterly management reviews to keep on track.


Nancy had that vision. After three years, the business is doing well, but she is not: she has lost all control over her time and decisions, and is stuck in a rut of priority paralysis. Being busy is fine, but being busy without making progress is not. Nancy contacted me to restore some order in her company, so we built a plan and set expectations for each major area of work. Halfway through our engagement she could already see the light at the end of the tunnel: she was back in control.


An outcome of the business planning that you helped me with was the realization that the business model I was in caused me to put out urgent fires instead of focusing on what is important.

Jason Conn

US Bank

Rebecca Brizi spends her time building leaders who have clear goals, clear responsibilities, and a clear process. ... always prepared with a clear mission and a great attitude, I'm sure she will inspire.

Brendon Hall

Sheldon Baker Group

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Whether you have any questions or know exactly what you need, please feel free to contact me anytime!

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