Planning the year ahead
Annual Planning Summit
Diagnose, align, and decide. The full plan for the year ahead.
One day · You leave with the Annual Blueprint
$4,750
Credited in full toward a Sprint booked within 14 days.
Planning Summits
Three Summits. One outcome... the plan your business runs on.
A Planning Summit is a facilitated working session with your leadership and execution team that produces the written plan your business runs on... priorities, success metrics, accountability, and the discipline to deliver it.
Which Summit is yours? Pick by where you are in the year.
Same facilitated discipline in every room. The difference is the moment, the scope, and the plan you leave with.
The year has drifted
Mid-Year Reset Summit
Recalibrate the second half before momentum sets your year.
One day · You leave with the Second-Half Plan
$4,750
Credited in full toward a Sprint booked within 14 days.
One quarter leftNow ... Sept-Dec
Finish Strong Reset
Half a day. One priority. A written 90-day plan to finish the year.
Half a day · You leave with the Finish Strong Plan
$2,750
Credited in full toward a Sprint or a full Annual Planning Summit.
Every Summit Includes
Expert Facilitation
This is where the magic happens. Collaborative intelligence in the room... we extract, conceptualize, ideate, and build with your team, and the facilitation turns what your people already know into the plan they will actually run.
The Pre-Summit Diagnostic
Every attendee answers it online beforehand. It shapes the agenda, and your team’s own answers open the session.
Your written plan, within 24 hours
A working operating document... priorities, metrics, accountability, a 90-day execution plan, and the scoreboard. With it, the system, rhythm, and cadence... simple tools your team actually uses, supporting the discipline the plan requires. Not notes. Not a deck.
The AI Opportunity Scan, complimentary
Plainly names the AI tools and opportunities that will raise productivity and automation across your business, matched to the TPG AI Installation Menu with what each costs. You also receive the basic workflow for each... so your team can build it in-house, or we install it for you as a separate engagement.
How Our Summits Work
Five steps. The pre-work sharpens the day. The room builds the plan.
The Pre-Summit Diagnostic. Every attendee answers it online. It surfaces where each function is strained and where the team disagrees... good work in its own right.
We build the day around your answers. Your responses shape the agenda, and we arrive prepared.
The facilitated day. Your team’s own answers open the session, and the plan is built together... extracted, conceptualized, and locked, with accountability assigned in the room.
The AI layer, mapped. As each function’s work surfaces, we capture where automation would amplify it.
Within 24 hours, both documents. Your written plan, and your AI Opportunity Scan.
Who this is for
Built for the person who knows something must change.
- Founders who know something must change but are not sure what to fix first.
- Operators drowning in execution who need a sequenced plan.
- Teams that have the talent but lack the system.
Questions, answered
Is there anything to prepare?
Yes, and it is work worth doing. Every attendee completes the Pre-Summit Diagnostic online before we meet. It shapes the agenda, it surfaces where your team quietly disagrees, and your team’s own collective answers open the session. The day depends on it... clients consistently tell us the pre-work changed the room before we arrived.
How long is the summit?
One full working day with your leadership and execution team. The exact schedule is set with you when we scope the session, and your written plan arrives within 24 hours of the summit itself.
Who should be in the room?
The CEO or founder, plus the leadership and execution team. We need the people who run the business day to day, not just the strategy seat.
What do I receive?
Two written deliverables. Your written plan — the Annual Blueprint from the Annual Planning Summit, or the Second-Half Plan from the Mid-Year Reset Summit — with priorities, metrics, accountability, the 90-day plan, the scoreboard, and a clear recommendation. The AI Opportunity Scan: the AI opportunities we surfaced, which workflows to install first, and what each costs.
Does the summit install anything?
No. The summit produces your plan and shows you exactly what to install first, priced. Installation is a separate engagement, chosen a la carte from the TPG AI Installation Menu or delivered inside a Revenue Operations Sprint.
What is complimentary and what is paid?
The AI Opportunity Scan is complimentary and bounded to a single standard workflow that surfaced in the room. Anything spanning multiple systems requires a paid Systems and Data Audit before custom work begins. That audit is scoped and priced per engagement, and you receive a written scope and a fixed price before any work starts.
What is standard and what is custom?
Standard installations come from the TPG AI Installation Menu... nineteen workflows across eight sections of the business, from the Company AI Brain through revenue, customers, operations, and reporting. They run on mainstream platforms with no custom code and are priced individually, so you can install them a la carte. They are also included by count inside the larger engagements. Custom development and integrations are always scoped independently, in writing, after a paid Systems and Data Audit.
What if we want to move to a Sprint?
Your summit investment is credited in full toward a Sprint booked within 14 days.
Walk in with a business full of open questions. Walk out with the plan.
Prefer email? apeterson@go4tpg.com
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