2027 Planning Workshop
A guided program for those who are done drifting and ready to lead their life with intention.
November 2026 – January 2027
You Know the Pattern
Most of us plan our vacations better than our years.
Then we wonder why we feel stuck.
We set resolutions and goals.
We’re motivated for two weeks.
By mid-January, we’re back to reacting instead of leading.
Wondering where the year went.
Feeling stuck in old patterns.
What if you created an intentional plan for the year ahead?
The Strategic Planning Journey
This guided program brings business planning techniques to your overall life. You will assess your life over the last year, design a vision, and create the plan to achieve your goals. Here’s what you can expect.
A kickoff session on November 16th from 4-5 EST
✓ Reflect on 2026
Review what worked, what didn’t, and what you learned. Co-working session on the 20th (11-1).
✓ Set Strategic Intentions for 2027
Create goals that matter to you (not what you think you “should” do) and set the foundational inspiration for the year. Live sessions on December 7th and 28th (3-4) and co-working sessions on the 4th, 11th, and 18th (11-1)
✓ Build Your Tactical Plan
Turn your goals into actionable steps. Walk into the new year with a process for monthly plans and reflection. Live sessions December 28th (3-4) and January 25th (3-4). Coworking on January 29th (11-1)
Your Personalized Package
You’ll leave the program with:
- An audit of 2026 through the lens of 8-dimensions of wellbeing
- Career wins to support performance reviews (if applicable)
- 2027 Vision & Goals
- A “word-of-the-year” and other artifacts to keep you on track
- Routines defined that support your goals
- A detailed January action plan
- An understanding of the planning cycle for each month
What’s Included:
Short, focused content you can consume on your schedule.
Live Presentations with Q&A (4 Sessions on Mondays from 4-5)
These four sessions will introduce the four main elements of the annual planning program. Video available for those who can’t make the session live.
Guided Workbook
A workbook walks you through the process and enables you to journal and brainstorm along the way.
Co-Working Sessions (2 hour, virtual – Friday 11-1 EST)
Join other participants for focused planning time. Show up, do the work, stay accountable. Discuss with others the wins and challenges you are having as you plan.
Private LinkedIn Community
Connect with others in the group. Share insights. Stay motivated.
Who’s it For?
This workshop is designed for those who:
- Feel that each year they fall short of their dreams
- Are tired of drifting without a clear plan
- Want more than a new year resolution
- Are ready to treat their life and career like a business
- Value whole-person wellbeing
- Want community and accountability
- Dedicated time to focus on yourself
This process can also be used if your are considering:
- Creating a plan for your solopreneur / small business
- Starting a side hustle
- Writing a book or taking on a large project
- Planning a life transition (i.e. moving into retirement)
Let 2027 be the year you take control of your life.
The Planning Workshop is just the beginning.
Standard Tier: $149
Everything you need to strategically plan 2027:
- 4 Live Presentations / Q&A
- 5 co-working sessions (2 hours each)
- Private LinkedIn community
- All planning templates and tools (workbook)
Perfect for: Self-directed individuals who thrive with structure and community support.
VIP Tier: $299
Everything in Standard, PLUS:
- Two 30-minute 1:1 strategy sessions with Lori
- Personalized feedback on your plan
- Bonus: 30-minute mid-year check-in (June/July) to review progress and discuss if/how to adjust course
Perfect for: Individuals who want personalized guidance and accountability throughout the planning process.
Only 10 VIP spots available
November 2026
- Program kicks off November 16th
- Focus: Reflection on 2025
December 2026
- Set Vision for the year ahead
- Focus: Goal-setting for 2027
January 2027
- Creating a clear action plan & habits
- Focus: Clarity & Momentum
Frequently Asked Questions
What if I can’t attend the live sessions? All live Q&A sessions are recorded and available for replay. Co-working sessions are optional. You can use them when they work for your schedule.
How much time will this take each week? The pace is entirely up to you. Some participants go through an activity quickly while others might take several hours on the same task. This will depend on where you are on your journey and how deep you want your analysis and planning to be.
I’m not good at vision boards or highly creative activities. Is this for me? Yes! This is strategic planning first program. Most of the work and activities will be focused on journaling and written activities. Vision boards and other visualizations will be introduced, but those are all optional. The focus is on measurable goals and actionable plans.
Can I pay in installments? Yes! Payment plans via Paypal shown on the product purchase page.
What if I can’t start in November? This cohort runs November through January and the videos will be provided for you to work at your own pace. If you can’t start until December, join when you are ready. This is an annual program and won’t be available again until the 4th quarter of 2027.
Is there a refund policy? Yes. Full refund available within the first 7 days if the program isn’t right for you.