What you’ll learn inside

• 📈

  How to build a Run Rate Model: Understand what next year looks like if you change nothing—your “default future” for revenue, margin, and profit.

• 🎯

  How to set an exciting (but achievable) annual goal: Move beyond “we did $3M, let’s try for $5M” and define the number that actually motivates you and the team.

• 🔧

  How to identify your growth levers: Organic, outbound, content, paid, pricing, upsells—see which levers matter most and how to model their impact.

• 📊

  How to turn your forecast into a real plan: Learn how to translate assumptions into a believable forecast that shows exactly how you’ll hit your target.

• 🧩

  How to build effective OKRs: Turn your forecast into qualitative objectives tied to the levers you plan to pull—no more vague New Year wishes.

• 🧍‍♂️

  How to assign Key Results + DRIs: Make every initiative measurable, time-bound, and owned by a single directly responsible individual.

• 💰

  How to properly expense your plan: Most founders skip this—learn to model hiring, contractors, content spend, and software so your margins stay strong.

• 🤝

  How to gather team input the right way: Share the system with your leaders, revise assumptions, and strengthen the plan with functional perspective.

• 📣

  How to use this as a communication & accountability engine: Track progress monthly, report wins and risks to the team, and keep everyone aligned on what matters most.