Annual Planning for Solopreneurs and Micro Business Owners
Planning for the year ahead is vital for businesses of all sizes. But there is a difference between how a big and micro business should approach annual planning and what needs to be included in the annual plan. My annual planning process is designed specifically for service-based solopreneurs and micro business owners who want to be successful in business, whilst enjoying life too.
When you plan with me you’ll set goals you are excited to achieve, as well as having a realistic roadmap that you are confident will enable you to achieve your goals.
Imagine if you…
…had a clear plan for how to achieve your best year in business
…were super clear about where you, and your team, need to focus your energy, time and money
…could confidently welcome in the new year with the knowledge that you’d done the work to give your business the best chance of having an extraordinary year
Well that can be your reality when you plan with me.
I offer several ways to support you with annual planning.
1:1 Annual Planning (Strategy Day)
Private, personalised support to plan your year in depth.
This is best suite for business owners who want go deep with the strategy aspects, as well as giving yourself serious space and time to think at a CEO level, you’ll have me as a business and marketing strategist to help advise.
I offer these virtually and in-person in Nottingham and Birmingham. These can be done alone or with up to a team of 3.
Group Annual Planning Days (Visionary CEO Planning Day)
A guided, structured planning experience.
This is best suite for business owners who want the opportunity to get into CEO mode and think big about the future. You’ll be guided through my annual planning framework alongside a group of other business owners, which will give you insight into what is and isn’t working for others.
I offer these virtually at multiple times throughout the year.
Annual Planning Workshops
A guided, structured planning experience solely for your community or membership.
These are designed for membership and community leaders who are working with freelancers, solopreneurs or micro business owners.
My 3-hour workshop can be a stand-alone event, or will fit nicely as a morning, afternoon or evening sessions as part of a bigger event or retreat.
I’m Charelle Griffith, a Multi-Award Winning Chartered Marketer, Business Strategist & Mentor, Speaker, and the ANNUAL PLANNING QUEEN.
I specialise in helping service-based business owners who are small in size, but big in ambition to grow, and scale, their business. I do this through helping business owners to OWN being the CEO of their business. I help them to think, and act, strategically so they can build businesses they love, and that supports their dream life. I’m all about taking the time to work ON your business, not IN your business, so you build a business that truly works for you.
I’m a self-confessed marketing and small business geek that:
- Has been running my own business for seven years
- Has 15 years’ marketing experience
- Has been a Chartered Marketer since 2020
- Has worked with clients in Europe, Asia and America
- Has been featured in BBC, Entrepreneur.com, Times, Guardian, Stylist and more
Frequently Asked Questions
Will this work for my business?
My annual planning framework is designed specifically for solopreneurs and micro business owners who have (predominately) service-based businesses. So if you have less than 10 people in your business and you are mainly selling services I’m confident it will work for you. Over the years I have had clients that are: coaches, consultants, marketers, speakers, accountants, hypnotherapists, photographers, videographers, designers, copywriters and more.
How do I know which option to choose?
Everything I offer will take you through the 5-steps of my annual planning process. However, the level of depth depends. My group annual planning days (Visionary CEO Planning Days) are a great way to be led through my process, but are light on the strategy elements.
If you want my expert advice and recommendations for you business, and to delve deep into the strategy and the annual timeline, then you would be better with a 1:1 Annual Planning Day (Strategy Days).
How much time do I need to set aside for annual planning?
I highly recommend you set aside a day for annual planning. A designed date or uninterrupted time is more valuable than an hour here and there. My Strategy Days runs 10am-5pm (GMT, BST or ET). My Visionary CEO Planning Days run 10am – 4pm (GMT, BST or ET).