Show notes
If Q1 always feels slow, you’re planning too late. This is Part 2 of our 2-part annual planning series, where host Jessica Marx (with Brooke Dumas) walks you through exactly how to use the 2026 Business Planner to turn data into a complete, executable strategy for the year ahead.You’ll learn:How to run a 2025 recap (revenue, profit, offers, drivers) before you set 2026 goals.How to use a SWOT analysis—and stakeholder input—to surface real opportunities and risks.How to evaluate your offer suite and pricing so you double down on margin.How to rebuild your org chart, rate A/B/C players, and plan 2026 hires.How to align marketing and sales (messaging, campaigns, funnel, AIDA) to today’s buyer.How to translate strategy into Q4 projects, budgets, and timelines your team can execute on January 1.If you missed Part 1, listen to Episode #59 first—it sets the foundation for why Q4 planning now puts you ahead for 2026.Mini-timeline00:01–00:56 What this episode covers and how to use the planner01:41–03:40 2025 business recap: the numbers and questions that matter03:40–05:29 SWOT analysis and getting leadership/fractional feedback05:29–07:07 Goals review: 2025 outcomes → 2026 standard vs. stretch07:07–09:01 Business foundations revisited (markets, buyers, positioning)09:01–10:26 Competitor analysis and capturing white space in Q110:26–11:41 Offer suite and pricing strategy for profitability11:41–13:08 Org chart, A/B/C players, and 2026 hiring plan14:06–16:19 Marketing recap → 9P matrix → funnel and AIDA16:19–17:47 Project planners and priority matrix for Q4 resourcingResourcesDownload the 2026 Business Planner or at millionsweremade.comFollow @MillionsWereMade on Instagram for frameworks + strategy tipsConnect with Jessica:Instagram: @millionsweremade | @thejessicamarxWork with Jessica: Tailored Premier Website: Millions Were Made