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The Three P’s of Great Annual Planning

What’s the ideal setting for annual planning? The answer is, “It depends.” I’ve had clients fly to Arizona, book rural homes, visit a city or just stay at home. The key is to find a place that allows the team to disconnect and relax. Have fun activities readily available, whether this looks like entertainment with gourmet drinks or woods to hike through. Here are three tips to help you define the right PLACE:

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Three Tips for Your Next SWOT

Each annual session, my clients go through an exercise to identify their Strengths, Weaknesses, Opportunities, and Threats (SWOT). Like anything else, a tool is only truly useful if you plan to use it to its fullest extent.

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