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