#60 – 2026 Business Planning Part 2: How to Build Your Full-Year Strategy Using the Business Planner
Update: 2025-10-08
Description
If Q1 always feels slow, you’re planning too late. This is Part 2 of our 2-part annual planning series, where host Jessica Marx (with Brooke Dumas) walks you through exactly how to use the 2026 Business Planner to turn data into a complete, executable strategy for the year ahead.
You’ll learn:
- How to run a 2025 recap (revenue, profit, offers, drivers) before you set 2026 goals.
- How to use a SWOT analysis—and stakeholder input—to surface real opportunities and risks.
- How to evaluate your offer suite and pricing so you double down on margin.
- How to rebuild your org chart, rate A/B/C players, and plan 2026 hires.
- How to align marketing and sales (messaging, campaigns, funnel, AIDA) to today’s buyer.
- How to translate strategy into Q4 projects, budgets, and timelines your team can execute on January 1.
If you missed Part 1, listen to Episode #59 first—it sets the foundation for why Q4 planning now puts you ahead for 2026.
Mini-timeline
- 00:01 –00:56 What this episode covers and how to use the planner
- 01:41 –03:40 2025 business recap: the numbers and questions that matter
- 03:40 –05:29 SWOT analysis and getting leadership/fractional feedback
- 05:29 –07:07 Goals review: 2025 outcomes → 2026 standard vs. stretch
- 07:07 –09:01 Business foundations revisited (markets, buyers, positioning)
- 09:01 –10:26 Competitor analysis and capturing white space in Q1
- 10:26 –11:41 Offer suite and pricing strategy for profitability
- 11:41 –13:08 Org chart, A/B/C players, and 2026 hiring plan
- 14:06 –16:19 Marketing recap → 9P matrix → funnel and AIDA
- 16:19 –17:47 Project planners and priority matrix for Q4 resourcing
Resources
- Download the 2026 Business Planner or at millionsweremade.com
- Follow @MillionsWereMade on Instagram for frameworks + strategy tips
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