2027 Business Planning Workshop: Build a Plan Your Team Can Actually Execute

Planning for 2027 should not mean creating a long list of goals that gets forgotten by February. In this practical planning session, Aggie Chydzinski and Cristy Jordan of Athena Advisory Collective walk business owners and their teams through the kinds of questions we use in our client work to create more focus, clearer ownership, and a plan that can actually be executed. Download the companion workbook before you begin: https://www.athenaac.com/athena-resou... This is a working session, so we encourage you to have the workbook open and complete the exercises as you watch. In this workshop, we cover how to: Look back at 2026 and decide what to keep, change, and stop Define what a successful 2027 actually looks like Set realistic revenue, profitability, and cash goals Identify where growth will actually come from Test your plan against your real capacity: money, people, time, and systems Reduce owner dependency Clarify what your team should fully own Decide where to invest, wait, and stop Narrow your plan to your three most important priorities Choose what needs to move first in Q1 Define a leading measure your team can influence Build a weekly, monthly, and quarterly rhythm for keeping the plan alive One of the biggest themes of this session is simple: Business owners usually do not have a shortage of ideas. The hard part is deciding what matters most and what you are willing not to do. By the end of the workshop, you will have a practical 2027 Planning Snapshot you can take back to your team and use throughout the year. Download the 2027 by Design Workbook: https://www.athenaac.com/athena-resou... Learn more about Athena Advisory Collective: https://www.athenaac.com If this session was helpful, subscribe for more practical conversations about business growth, leadership, financial performance, owner independence, team accountability, and building a stronger business. #BusinessPlanning #StrategicPlanning #2027Planning #BusinessGrowth #BusinessOwners #Leadership #SmallBusiness #Entrepreneurship