Annual Planning Workshop Kit

Difficulty: Advanced | Time to implement: 45 min | Saves you: ~3 hrs/week Tools: ChatGPT / Claude

This template runs the annual planning session, not just the annual plan. Three prompts produce the three things a real planning offsite needs and most small businesses skip: a pre-work packet that arrives a week early so nobody shows up cold, a timed agenda with the actual exercises for each block, and a synthesis pass that turns a wall of sticky notes into a one-page plan with quarterly themes. It's built for owners who have tried annual planning by sitting down alone with a blank document in December, produced four goals nobody remembered by February, and suspected the problem was the process rather than the goals.