Yearly Strategic Planning

For creative entrepreneurs looking to scale their business.

This once-a-year session is designed to help you create a clear, actionable roadmap for growth. Together, we’ll assess your current business, set measurable goals, and craft a 10-year, 3-year, and 1-year plan with actionable steps that will get you from where you are now to where you want to be.

  • What you'll get

    A comprehensive 10-year, 3-year, and 1-year strategic plan tailored to your business
    This plan will be the foundation for your business’s growth, with long-term and short-term goals to ensure continued success.

    Clear, actionable steps to overcome stagnation and drive consistent growth
    This is more than just planning—it’s a roadmap to solve your business bottlenecks and move forward confidently.

    Defined key performance indicators (KPIs) to track your progress
    Knowing what to measure and how to measure it makes all the difference. We’ll track progress and keep your business on course.

    Strategies to optimize your operations and address unique challenges
    Identify areas of improvement in your operations, streamline your processes, and implement systems that allow your business to scale.

  • How it works

    Kickoff meeting (1 hour)
    We’ll begin by discussing your business goals, challenges, and vision for the future. This is where we get clear on what you want to achieve and why it matters.

    Business assessment
    You’ll complete worksheets to define your vision and goals. Together, we’ll assess your current business landscape, focusing on strengths, challenges, and opportunities.

    Follow-up meeting (2 hours)
    This is where we dive deep into your strategic roadmap. We’ll finalize your plan and ensure every aspect is clear and actionable.

    Final plan
    Within 72 hours of our follow-up meeting, you’ll receive your completed strategic plan. This will be your guide for the entire year, with clarity on every step.

  • Why You need this

    As a creative entrepreneur, you may find yourself stuck in a cycle of stagnation, struggling to take your business to the next level. You know there’s a better way to grow, but the path forward can seem overwhelming. This Yearly Strategic Planning session is designed to give you the clarity and direction you need to break free from uncertainty and scale your business.

    Here’s why you need this plan:

    Overcome stagnation
    If your business is plateauing, this session helps you break through the barrier and achieve consistent growth. You’ll have a plan that aligns with your creativity and business goals.

    Create a roadmap for success
    Without a clear plan, it’s easy to get lost in the day-to-day. This strategic plan gives you a long-term vision, plus actionable steps to make your dreams a reality.

    Tackle financial uncertainty
    If you're concerned about fluctuating revenue or financial instability, we’ll define the key steps to ensure steady income and growth.

    Improve work-life balance
    A structured plan lets you prioritize your time and efforts, so you can grow your business without burning out. You’ll spend less time worrying and more time doing the work that excites you.

    Optimize operations
    Get clear strategies to streamline your business operations, so you can focus on what truly matters: your creative work.

Ready to get started?

Take the first step toward a thriving business with a Yearly Strategic Planning session today. Let’s create a plan that drives growth, alleviates stress, and gives you the clarity you need to scale.