DiscoverQuick Business Tips - Business Growth for the Human Behind the BrandHow to Run a Values-Based Annual Review: The 5 P's Scorecard for CEOs (2026 Planning)
How to Run a Values-Based Annual Review: The 5 P's Scorecard for CEOs (2026 Planning)

How to Run a Values-Based Annual Review: The 5 P's Scorecard for CEOs (2026 Planning)

Update: 2025-10-01
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Is your traditional annual business review just a stressful look at a spreadsheet?

As we head into planning season, it's time to measure what really matters.

For a values-driven business, a P&L statement fails to tell the full story of your success.


In this episode, Jennifer Swineford introduces "The CEO's Soulful Scorecard," a holistic framework for reviewing your year.

You'll learn the "5 P's of a Prosperous Year"—a simple system to get a 360-degree view of your business's health, from financials to team culture, client impact, and your own personal well-being.

Stop measuring your year on numbers alone and start building an actionable plan for 2026 based on a true picture of your success.


In this episode, you will learn:

✅ Why a P&L statement is an incomplete scorecard for a values-driven leader.

✅ The "5 P's of a Prosperous Year": A complete framework for your annual review.

✅ Key diagnostic questions to ask for each of the 5 pillars.

✅ How to use your insights to decide what to "Double Down, Improve, or Remove" in your business.

✅ The bridge from this deep reflection to creating a concrete, effective plan for 2026.


✨ Want a strategic partner to help you build your 2026 plan?

➡️ Book a FREE strategy session with me to walk through your "Soulful Scorecard" and build a plan for a prosperous new year.


🔔 Subscribe to the podcast for more Simple Business Growth for the Human Behind the Brand!

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How to Run a Values-Based Annual Review: The 5 P's Scorecard for CEOs (2026 Planning)

How to Run a Values-Based Annual Review: The 5 P's Scorecard for CEOs (2026 Planning)

Jennifer Swineford with Limitless Impact Agency