Quarterly Planning Workshop April 2026

We’re already three months into 2026! It’s time to check if you’re on the right path to meeting your goals or if you need to redirect your energy.

This practical, active participation session is an opportunity to take 60 minutes to step out of the daily grind, assess your priorities and how you’re spending your time, and get back on track.

As a small group, we’ll move quickly through quarterly planning on an individual level. Note: this is just for you, you won’t have to share anything with the group unless you’d like to.

What to Expect

Join me for an interactive and hands-on planning workshop for the short-term. I will guide you through my quarterly planning process, ensure you stick to the allotted time, and answer any questions you have along the way.

Attendees will walk away with:

• A clear picture of where you are vs. where you’d like to be

  • Plus the steps you need to take to get there

• A better understanding of how you’re currently spending your time

• Strategies to help you stay on track

Who It’s For
Mid-level and rising leaders who care, whether you identify as values-driven, purpose-driven, or socially responsible. Perhaps you’re:

• Ready to assess your progress toward the goals you set in January

• Looking to plan for the next few months or the rest of the year

• Taking on more responsibility and trying to determine how to best manage your workload

• Feeling stuck in the weeds and unsure if you’re actually moving toward your goals

Sharpen your pencils and get ready to spend a productive 60 minutes together!

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Date: April 8th
Time: 9am PT/ 12pm ET/ 5pm GMT
Duration: 1 hour (+ optional 15 minutes after to ask questions)
Cost: $37
Sign up: https://luma.com/lw2pzc3f