Year-End Team Planning Offer
Finish the Year Strong.
Start 2026 with a Clear Plan.
A focused half-day facilitation designed to help you and your team reflect, plan, and set clear priorities for the year ahead.
Overview
Before you jump into a new year of goals, deadlines, and expectations, pause long enough to plan it well.
The Year-End Team Planning Session gives you the structure and guidance to close the year with clarity and start 2026 with focus. I’ll help you facilitate your team’s year-end meeting, ensuring everyone leaves aligned, motivated, and clear on next steps.
What’s Included
Pre-Session Planning Call
Clarify goals, team size, and priorities so I can tailor the facilitation to your needs.
Half-Day Virtual Facilitation
(up to 3 hours)
Structured, interactive session to review the year, celebrate wins, identify challenges, and set clear objectives.
Team Planning Workbook
Custom worksheets and prompts to keep your meeting productive.
Post-Session Summary
Written recap with next steps and commitments.
Who It’s For
Leaders who want to align their teams before the new year.
Business owners and advisors seeking a structured planning process.
Growing organizations that want to reflect, reset, and refocus.
Why It Works
When you take time to step back and plan as a team, you set the tone for the entire year ahead.
This session combines structure, accountability, and an experienced facilitator, so you can focus on leading, not logistics.
Investment & Next Step
Investment
$1,000 CAD + tax
Includes pre-session prep, virtual facilitation, and post-meeting deliverables.
Limited to 4–5 organizations for the 2025 planning season.
Details
Format: Virtual (via Zoom)
Duration: Half-day (up to 4 hours)
Timing: Available November–January
In-Person: By request
Secure one of only a few available sessions. After booking, you’ll receive a brief questionnaire to help customize your planning day.
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