Annual & quarterly planning day facilitation · Melbourne
Step out of the facilitator seat. Step into your plan.
You can't referee the room and drive the vision at the same time. I facilitate annual and quarterly planning days for owner-led businesses of 10–100 people, so you get to be in the conversation instead of running it.
What you walk out with
- 1A clear picture of where the business is heading this year
- 2The handful of priorities that matter most for the next 90 days
- 3A name and a date against every action
- 4A team that's actually bought in, not just nodding along
Sound familiar?
You run the day and try to play in it
You're holding the marker, watching the clock and managing the politics, so your own thinking gets the least airtime.
Same conversation, new whiteboard
The loud voices fill the room, the quiet ones save it for the car park, and the big issue stays politely untouched.
Big energy, then nothing by March
Great day, great vibes, then the plan lives in a folder and business as usual wins again.
Your plan. Your team. My questions.
No program to buy into and no jargon to learn. Bring the framework you already use, or I'll bring a simple one. Either way, I run the room so everyone can do their best thinking.
A prep call before the day
We get clear on what success looks like and what's really going on in the team.
The day, run properly
Agenda, timing, energy and the tricky conversations, handled. You just show up and contribute.
A one-page summary in 48 hours
Decisions, priorities, owners and dates, in one place everyone can find.
A quarterly rhythm, nothing weekly
We meet each quarter to check progress, reset and go again. No meetings in between.
How it works
01
A 20-minute chat
We see if it's a fit. No pitch, just good questions.
02
Lock in your date
A short proposal, a deposit, and your day is in the diary.
03
The planning day
In person, at your place or an offsite. I run it, you're in it.
04
Summary and next quarter
Your one-pager lands, and the next session is already booked.
Two ways to work together
Start with one day, or set up the whole year. Fixed fees, quoted upfront after a 20-minute chat. Travel within an hour of Melbourne CBD included.
Try it first
Annual Planning Day
- One full day, in person
- Prep call with the owner beforehand
- One-page summary within 48 hours
- Credited if you move to The Planning Year
Most value
The Planning Year
Founding rate · 3 spots
- Annual planning session (1–2 days)
- Three quarterly planning days
- Prep call and one-page summary every session
- Dates locked in for the whole year
- 12-month commitment, simple monthly direct debit
G'day, I'm Aaron.
My path hasn't been a straight line: business, sport and fitness, Formula 1, management consulting and an MBA from Melbourne Business School. The common thread is people, and how they think and build things that matter.
I've spent years facilitating annual and quarterly planning days for a growing multi-site business, and I run team days for businesses around Melbourne. I'm curious by default. I ask the questions that get the quiet people talking and the loud ones listening.
My job on the day is simple: make it easy for your team to say the real stuff, decide, and leave with a plan they'll actually run.
What this isn't
- Not coaching, a course or a program
- Not a franchise or a framework you have to license
- Not weekly meetings that eat your calendar
- Not a consultant who writes your plan for you
Good to know
Do we need a planning framework already?
No. Use yours if you have one. If not, I'll bring a simple structure that works.
Who should be in the room?
Usually the owner and leadership team, somewhere between 4 and 12 people.
Where do sessions happen?
Your office or an offsite venue. Interstate works too, with travel quoted upfront.
Planning for 2027?
January and February dates go fast. Grab 20 minutes and we'll work out if a planning day is right for your team.