SUMMARY:

In this episode, Aaron and Ben dive into the art and strategy of annual planning for coffee entrepreneurs. As Q4 begins, they reveal why waiting until January to plan is a costly mistake—and how top-performing coffee businesses get ahead by setting their goals now.

From simple two-hour planning sessions to full team retreats, the duo breaks down exactly how to design your annual planning process, align your leadership team, and inspire growth that lasts into the new year. Learn how to balance vision and execution, empower your staff with ownership, and finish the year strong with a clear roadmap for success.

Whether you run a single coffee stand or multiple locations, this episode gives you a practical framework for setting goals, creating buy-in, and building momentum before the new year even begins.

Minute by Minute:

00:00 – Introduction
03:00  – The Power of Annual Planning Before the New Year
05:00  – Wrapping Up the Year and Setting Up the Next
06:20  – Overcoming the Fear of Planning Too Early
07:30  – Start Small: How to Begin Annual Planning With Limited Staff
09:00  – Building Leadership and Vision in Small Teams
14:50  – Inside a One-Day Annual Planning Retreat
17:00  – Vision, Collaboration, and the Entrepreneur's Operating System
19:00  – Creating a Culture of Honest Feedback and Buy-In
23:40  – Planning for Growth: Empowering Teams and Leading with Vision