Planning for 2026: A CEO-Level Approach
Planning for 2026 starts with clarity, alignment, and a reset in how they think. This is not a list of tasks. It is a CEO-level approach to building a successful year.
Structure and Talking Points
1. Start with the Outcome
Most owners jump into action. Remind them to get clear on the result they want first. Have them think about:
- Revenue goals
- Lifestyle goals (how much they want to work)
- The team they want in place
- What they want to stop carrying into the new year
2. The Vision Filter
Every decision for next year should pass through a simple set of questions. If a project doesn’t pass, it shouldn’t be a priority.
- Does this move us toward the vision?
- Does this make things simpler?
- Does this increase profit?
- Does this strengthen leadership and culture?
3. Pick the Big Rocks
They should choose three to five priorities for the year. Keep examples simple and impactful:
- Consistent marketing system
- Delegation and developing leaders
- Cleaning up profit margins
- Better processes (improving operations)
- The right hires
- Documenting systems
4. The Stop Doing List
Before they add anything, they need to decide what needs to be removed, delegated, automated, or redesigned. This prevents them from dragging old problems into the new year.
5. Strategy First
Explain how clear strategy leads the plan. The calendar comes later. The flow should be:
Vision ➡️Priorities ➡️ Strategy ➡️ Projects ➡️ Weekly Commitments
6. Quarterly Check-ins
Explain why a ninety-day rhythm keeps them aligned and in control. Quarterly reviews should cover:
- Financials
- Team performance
- Systems and capacity
- Alignment with the vision
7. Closing
End with a simple invitation for them to reflect on whether they need more support or structure in 2026. No sales pitch. Just a natural nudge.
Lead 2026 Like a True CEO
Ready to stop carrying old problems and start leading with clarity? We help business owners build systems, accountability, and momentum so their teams actually deliver.
Take the next step toward a simpler, stronger, more confident year. Contact us today.