An Annual Planning Agenda for Small Agencies

Annual planning doesn’t have to mean abstract goals and endless whiteboarding. This is the exact 2-day agenda we use with growing agencies to define vision, clarify priorities, and walk away with an actionable plan for the year ahead.

The Small Agency Annual Planning Agenda gives you a practical, proven framework to help your leadership team align, prioritize, and plan for sustainable growth. 

What you'll get:

• A detailed 2-day agenda designed specifically for agency leadership teams
• Structured discussion topics and time blocks for maximum impact in minimal time
• A format that makes financial goals and operational constraints part of the conversation 
• Practical advice on how to make the discussions "stick" so your time spent in planning becomes tangible actions.