SUMMARY:

In this episode, Aaron & Terryn walk through our own annual planning retrospective—from team offsite takeaways to leadership breakthroughs. We break down what worked, what didn't, and how tools like Delegate & Elevate reshaped our roles, clarified strengths, and guided smarter client alignment. We cover team development, cutting initiatives that no longer serve us, and why honest evaluation drives better momentum year over year. This behind-the-scenes look gives operators a practical view of what real annual planning produces and how it sets the stage for a stronger 2026.

Minute by Minute:

00:00 Introduction to Annual Planning 02:56 Retrospective Insights from Annual Planning 06:11 Team Dynamics and Collaboration 09:01 Delegate and Elevate Exercise 11:59 Team Development and Enjoyment 15:09 Marketing Challenges and Solutions 17:55 Learning from Failures and Moving Forward