Annual Planning Workshop

Annual Planning Workshop


Over the last five years, I've built a process for annual planning that I use personally and have taught to more than 100 people.

In this workshop:

  • 📝 Get my planning template
  • 📝 Get an example completed plan
  • 🔥 Work through a step-by-step plan together
  • 🎯 Set annual & quarterly goals
  • 🔨 Break big goals into small tasks

​You'll leave with a 12-month plan broken down into quarters and actionable next steps.

Photo of Jay Clouse

Hey! I'm Jay Clouse 👋


I'm the guy behind Creative Companion and made the courses you see here. I host Creative Elements, a narrative-interview podcast exploring how your favorite creators make a living with their art and creativity.

I also write the Creative Companion newsletter and previously led the Community Experience team for Pat Flynn and Smart Passive Income, designing their paid membership community and cohort-based course programs.

Learn more about me on my:

Website / Twitter / Instagram