2026 Planning Workshop
A 10-week guided program for those who are done drifting and ready to lead their life with intention.
November 17, 2025 – January 23, 2026 (10 weeks)
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?
Deciding what you want and creating the path to achieve it.
The Strategic Planning Journey
This guided 10-week program brings corporate planning techniques to your everyday life.
The content combines my 20+ years in strategic planning with my Gallup coaching certification.
I’ve personally used this process for the last 10 years and have been guiding others for the last 5 years.
Here’s what you can expect.
Starting with a kickoff session on November 17th from 3-4 EST, you’ll move through a complete planning cycle:
✓ November: Reflect on 2025
Review what worked, what didn’t, and what you learned.
✓ December: Set Strategic Intentions for 2026
Create goals that matter to you (not what you think you “should” do) and build a roadmap to achieve them.
✓ January: Build Your Q1 Tactical Plan
Turn your 2026 goals into actionable steps. Walk into the new year knowing exactly what you’re doing in the first 90 days.
Who’s it For?
This workshop is designed for those who:
- Are tired of drifting through their life without a clear plan
- Want more than vague resolutions
- Understand that progress doesn’t happen without a plan
- 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
What’s Included:
Short, focused content you can consume on your schedule.
Weekly Videos & Planning Templates (Sent via email)
5-7 minute video on the focus of the week with guided exercises. Everything you need in one place.
Weekly Co-Working Sessions (1 hour, virtual – Friday 11-12 EST)
Join other participants for focused planning time. Show up, do the work, stay accountable. 10 sessions total.
Monthly Live Q&A With Lori (1 hour each)
Ask questions, get unstuck, and learn from others in the group. 3 sessions (Nov, Dec, Jan).
Private Facebook Community
Connect with others in the group. Share insights. Stay motivated. Network with people who think like you do.
Your Personalized Package
You’ll leave the program with:
- A summary of your year across 8-dimensions of wellbeing
- Career wins (where applicable) to support performance reviews
- 2026 Vision & Goals
- A “word-of-the-year” and Vision documents to keep you on track
- Routines defined that support your goals
- A detailed Q1 2026 action plan
Standard Tier: $149
Everything you need to strategically plan 2026:
- 10 weeks of video lessons and worksheets
- 10 weekly co-working sessions (1 hour each)
- 3 monthly live Q&A sessions
- Private LinkedIn community
- All planning templates and tools
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 Q1 2026 plan
- An additional Q&A session in February
- Bonus: 30-minute mid-year check-in (June 2026) to review progress and adjust course
Perfect for: Individuals who want personalized guidance and accountability throughout the planning process.
Only 10 VIP spots available
Let 2026 be the year you take control of your life.
The 2026 Planning Workshop is just the beginning.
November 2025
- Program kicks off November 17th
- Focus: Reflection on 2025
December 2025
- Set Vision for the year ahead
- Focus: Goal-setting for 2026
January 2026
- 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. Content and optional sessions: 5-7 minute video + worksheet time (ideally minimum 30 minutes) + optional co-working session (1 hour) + time with accountability partner (optional).
I’m not good at vision boards or “woo-woo” stuff. Is this for me? Yes! This is strategic planning first, creative expression second. The vision board is just one tool. 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 2026.
Is there a refund policy? Yes. Full refund available within the first 7 days if the program isn’t right for you.