Plan Your Entire 2026 in One Hour with My Simple Yearly Business Planning Process
Holy flying dementors!
Can you believe that in just over a month we’ll be waving bye-bye-bye-bye to 2025 and welcoming in 2026 – that’s wild right?!
I swear to dog we started 2025 like 5 minutes ago – but here we are white-knuckling it until the end of the year.
And I don’t know about you, but I’ve already started thinking about and planning what 2026 is going to look like for myself and the business. This is something I do every year because when I prioritise it NOW, it means I can switch off over Christmas/New Year and actually rest and recharge…
Knowing that come January, I can dive straight into creating magic without feeling like I’m already 5 steps behind.
A plan doesn’t just give you structure – it gives you peace. And I know this time of year is hectic and you’re eye-balling that break, but the most successful people in business aren’t waiting for next year. They’re doing it now.
So today, I’m taking you through my simple and powerful yearly business planning process.
It only takes around 30–60 minutes AND will set you up for success (with less overwhelm and stress) in 2026.
Let’s get planning.
My Simple Yearly Business Planning Process
1. Reflect on the Past 12 Months (Don’t Skip This Step)
Before you can plan your 2026, you need to reflect on the year that was. For the love of dogs, DON’T SKIP THIS STEP → because you can’t plan what’s next without understanding where you’ve been and where you’re at.
Sure, this year might not have gone exactly as you hoped… but next year will repeat itself if you don’t look at what transpired and decide what you’re taking with you – and what you’re leaving behind.
Sometimes it’s easy to default to “nothing is working” or “this year sucked,” but when you sit down and really look at things, you’ll probably realise you created a whole lot of magic that deserves celebrating.
And when reflecting, we’re looking at both feelings AND facts.
Start with feelings:
- Which parts of your business light you the fuck up?
- Are there any parts that feel out of alignment?
- Out of everything, what are you most proud of?
- What do you desire more of in 2026?
- And what do you desire less of in 2026?
- In 2025, what has been your biggest lesson?
- How do you feel about everything that unfolded this year?
Now the data:
- Finances – both income and expenses
- Marketing – audience growth, performance of different channels, most engaged content
- Sales – conversion rate, leads, main objections
- Offers – best sellers, cost of delivery, potential upsells
These reflections create the foundation of your yearly business planning process.
2. Determine Your Goals for 2026
Based on your reflections – what desires, dreams, or visions are you bringing to life next year?
Yes, you’ll have specific marketing + launch goals, but this is about the big picture.
I want you to picture yourself 12 months from now – what do you want to have transpired in that time?
Does this look like:
- Cutting down the time you work to 25 hours per week
- Hiring a VA for 10 hours a month to support you in your business
- Finally launching that group program that’s been hot on your heart
- To make 6-figures + in your business
Choose a revenue goal. Not from thin air – but with intention. Revenue goals help shape your marketing, your launches, and your sales strategy.
The clearer your goals, the easier it is to make confident business decisions.
3. Review Your Offer Suite for 2026 Growth
With your revenue goal in mind – does your current offer suite actually support it?
This is about getting clear on:
- If your current offer suite allows you to reach your revenue goal
- Or it doesn’t – where are the potential opportunities for new offers
- And where are the potential opportunities for even more growth on top of your revenue goal
2026 might be the year you diversify your income streams and add some new offers and ways of generating more cash flow into the mix.
OR it might be the year you refine and optimise your current offer suite.
And for the love of dogs, don’t add new offers just for the sake of adding them. Create what your ideal clients need and are willing to pay for.
Also: check your pricing. Is it time for a price increase next year?
If yes, tell your audience now. Give them a chance to lock in current pricing (like Micro Messaging – price rises in January).
4. Map Out Your 2026 Launch Plan
One of the BEST things you can do for next year is map out your launch schedule.
Planning ahead makes life easier – OBVIOUSLY.
Look at:
- Panned holidays and time off
- Planned launches – the offers you plan to launch and how many times you want to launch them
- Your capacity (the days / how many hours a week you want to work)
- Any planned sales / special offer periods
Of course, you won’t know ALL of the specific details and yes, things might change BUT it’s better than flying blind and forever feeling like you’re making shit up!
Having your 2026 launch plan mapped out helps you forecast revenue, plan content, and make intentional decisions instead of reactive ones. (AKA no more “I guess I’m launching today?” vibes.)
5. Build Your 2026 Support Team
You’ve identified your goals. You’ve reviewed your offer suite. You’ve mapped your launches.
Now → Where do you need support?
This could look like programs, masterminds or business coaches you want to invest in during 2026…or the things you want to outsource in your business.
Just because you can do everything doesn’t mean you should.
Overwhelm is expensive. Burnout is expensive.
Waiting “until you have more money or time” is… you guessed it… expensive.
Use your reflections + goals to decide where you can be better supported in 2026.
Final Thoughts (and a Little Wizard Wisdom)
A little bit of yearly business planning now creates a calmer, more profitable, more magical 2026.
It can be tempting to mentally check out and start sipping margis by the pool.
“2026 You” can think about it, right?!
But trust me – the mental load lifting that comes from doing this process before the holidays?
Chef’s kiss.
Elite.
Life-changing.
The decisions you make today are the seeds that bloom in the new year.
And if working with me in 2026 is something you’ve been thinking about, the best place to do that is inside Micro Messaging. I’m calling in witches and wizards for January, and the price goes up in the new year – so jump on the waitlist now.
