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Executive Summary:

A simple, guided micro-retreat for CEOs who want clarity without complexity.

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What is Strategy?

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Strategy is choosing the most important goal and the few actions that make everything else easier. It’s not a document. It’s not a spreadsheet. It’s just focus + action.

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STEP 0 — Set Your Intention (2 minutes)

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Start simple. Anchor your mind.

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Prompt:

“What do I want to get out of this planning session?”

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*Type your intention…*

STEP 1 — Your 2026 Goal (The Big Outcome):

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This is your one “if this happens, the year is a win” result.

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Activity 1:

Write down your 2026 Goal to achieve:

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*Type here…*

STEP 2 — Your 3 Sub-Goals (Your Strategic Flywheel)

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These help you hit your 2026 goal by improving the core levers.

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Activity 1:

Write down your major 3 goals to achieve:

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                          ***Strategic Flywheel***

1️⃣ Number of Customers — 2026 Target

Type your target…

2️⃣ Average Order Value (AOV) — 2026 Target

Type your target…

3️⃣ Repurchase Rate — 2026 Target

Type your target…

Which flywheel lever feels weakest right now?

• [ ] Customers
• [ ] AOV
• [ ] Repurchase Rate

Notes( Why?) …

Pick Your One Quarterly Focus Area

Choose the single area to improve first —This prevents overwhelm and creates clarity. :

• [ ] Number of Customers
• [ ] AOV
• [ ] Repurchase Rate

STEP 3 — Your Bottleneck (The Main Constraint)