Trailhead Thoughts
“If you fail to plan, you are planning to fail.”
- Benjamin Franklin
Trail Map - Learn. Think. Act. ™
A Quick Start Guide to Planning 2026
Business success doesn’t happen by accident. It’s built step by step with clarity, reflection, and alignment. This quick start approach gives you a simple, powerful framework to build your best year yet.
📚Learn
Here are 5 key things you can apply from my planning method:
Set Clear Goals - Choose one focus: profit, growth, or impact. Make it specific.
Learn from Your Experience - Look at what’s working (or not.) reflect before you build your plan.
Build Around Core Functions - Break it down into smaller parts: what are the core components of what you do & how you make money. Demand, Acquisition, Retention + Expansion, Fulfillment. Own the metrics.
Involve the Team - Don’t go solo. Bring in voices and data to sharpen the plan.
Turn Problems into Possibilities - Shift “It sucks that,” into “It would be awesome if.”
🤔Think
What’s your main driver for 2026?
Which part of your business needs the most clarity?
Are you solving the same problem or evolving how you solve it?
💪 Act
Pick one thing to work on this week:
Write down your primary goal for 2026
Host a team reflection session
Identify one core function that needs a clearer owner or metric.
Small steps. Big momentum. Let’s build forward.