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2026 Annual Planning: Execute Like A CEO

2026 Annual Planning: Execute Like A CEO

Discover The 2026 Execution System That Replaces Vague Goals With A Business Scaling Roadmap You Can Follow Daily
Created byDoug Boughton
Last updated 12/2025
English

What you'll learn

  • Create Your 2026 CEO Plan that filters every decision you make this year.
  • Simplify your offer inventory so you stop selling random things.
  • Determine your base & stretch revenue targets with clear sales math.
  • Draft a completed 2026 calendar so your year actually has a strategy.
  • Create a detailed Quarter 1 plan with weekly actions already mapped.
  • Get a weekly scorecard that keeps you on track without distraction.

Course content

5 sections • 28 lectures • 4h 42m total length

  • CEO Planning Overview11:36

    Access The Workbook Under Resources

    Order Your Dry Erase Annual Calendar Under Resources


    Action Steps:

    1. Make a copy of the workbook & bookmark for easy access.

    2. Add the  Prework to your calendar & block out time.

    3. Complete the Pre-Event Training & Tasks.

    4. Determine your 2026 Revenue Targets.

  • 2025 Debrief6:27

    Action Steps:

    1. Watch the video lesson above.

    2. Complete the workbook exercises to the best of your ability.

    3. Use the workbook to highlight your top wins from 2025.

  • Mission, Vision & Values29:57

    Action Steps:

    1. Watch the video lesson above.

    2. Make a copy of the Mission Vision & Values Sheet (see course resources)

    3. Listen to Jim Rohn's Goal Setting Seminar in the background (tab 2 of the MVV Google Sheet)

    4. Fill in the first 3 tabs as detailed as possible.

    5. Complete the workbook exercises to the best of your ability.

    6. Write out your business's Mission Statement.

  • Offer Inventory8:20

    Action Steps:

    1. Watch the video lesson above.

    2. Complete the workbook exercises to the best of your ability.

    3. Determine what your core offer for 2026 will be.

  • Financial Tracking14:47

    Action Steps:

    1. Watch the video lesson above.

    2. Make a copy of the Business Finances Tracking Sheet (see course resources)

    3. Make a copy of the Personal Finances Tracking Sheet (see course resources)

    4. Save them to your Bookmarks Bar.

    5. Start with your business finances tracking.

    6. Calculate your last 3 month averages (expenses)

    7. Create your budget

    8. Calibrate your monthly “actuals” expense categories

    9. Add your investment accounts to the investments tab

    10. Now do this for your personal finances.

    11. Complete workbook exercises below to the best of your ability

    12. Determine your total budgeted monthly business expenses.

  • Time, Capacity & Identity53:25

    Action Steps:

    1. Watch the "Time, Capacity, & Identity lesson above.

    2. Use the workbook to determine your ideal weekly availability.

    3. Theme out your available days / time slots.

    4. Calibrate your Google Calendar.

    5. Setup and (re)organize your bookmark bar for the year ahead.

    6. Setup and (re)organize the folders on your computer.

    7. Setup and (re)organize the folders in your Google Drive.

    8. Setup and (re)organize the labels in your inbox(s).

    9. Move all 2025 email to the "2025" folder to get to inbox zero.

    10. Determine your 20% (80/20 rule).

    11. Complete the statement in post below:
      (At my _________ model, with ____ hours/week and ____% delivery, I can sustainably serve ____ clients per month.)

  • End Of Year Special Offer48:06

    Take Your Next Step Here: https://skool.com/actiontaker/plans

Requirements

  • This course is best for creators who already have an online business or at the very least an idea of a business you would like to start in 2026.

Description

Design your entire 2026 business plan in one implementation-first course: CEO vision, offer strategy, calendar, and execution system, so you’re not reinventing your business every month.


Have you ever set big goals in January, then watched them quietly drift away by March while your calendar fills with random launches, client work, and chaos? This course is built for online business owners who are ready to replace vague goals with a simple and realistic operating system that you can follow all year.


This is not another motivational vision-board class. This is a working session in course form.


Inside, you’ll follow Doug Boughton’s 3-part annual planning framework:


Session 1: Know Your Numbers - Think Like A CEO

Understand your starting point so you can create a vision for the year ahead based on actual data. You will know where you are now, what is working, what is not working, how did you win in the previous year, and leverage this information to make decisions to step into alignment of what you want most in your life and business.


Session 2: Design Your Year Ahead - Plan Like A CEO
Clarify your 2026 vision, values, and non-negotiables, review what worked in 2025, simplify your offer inventory, and map a capacity-based money plan so your targets are aligned with your actual time, energy, and lifestyle.


Session 2: The Calm Clarity Calendar - Act Like A CEO
Turn scattered launches and random ideas into a clean 12-month roadmap. You’ll outline your growth strategy, choose your core marketing events, and place them on a realistic annual calendar supported by simple systems instead of hustle.


Session 3: Executive Execution Engine - Execute Like A CEO
Translate your big goals into concrete action: a Q1 plan, monthly milestones, a weekly scorecard, and a lightweight daily tracking rhythm. This gives you a clear way to review, reset, and stay oriented throughout the year.


You also get plug-and-play planning templates and tracking dashboards for marketing, sales, finances, and operations, along with worksheets for capacity, offers, and goals. By the end, you’ll have one integrated planning system you can reuse every year to stay organized, make decisions like a CEO, and move through 2026 with far more clarity and intention.


What You’ll Learn

  • How to translate your vision into 3–7 clear annual goals

  • How to choose and simplify your core offers for 2026

  • How to set realistic revenue targets based on capacity, not wishful thinking

  • How to build a 12-month promo and content calendar you can stick to

  • How to design a Q1 plan, monthly milestones, and weekly priorities that all align

  • How to review and adjust your plan without starting over


What Makes This Course Different

Most planning courses stop at “dream bigger” or generic goal-setting. This one focuses on implementation and operating systems. You’ll be guided to build a practical, capacity-aware plan and plug it into simple tools you can reuse every year.


Who This Is For

  • Coaches, course creators, and online entrepreneurs with at least one offer

  • Solopreneurs or small teams who want one clear plan for 2026

  • Creators who are tired of random launches and want a calmer, more focused year

  • Business owners who want their revenue targets tied to real offers, time, and capacity


What’s Included

  • 3 core planning sessions (Design, Strategy, Execution)

  • Pre-work exercises to gather your 2025 numbers and data

  • Plug-and-play dashboards for marketing, sales, finances, and operations

  • Worksheets for offers, capacity, revenue targets, calendar, and Q1 planning

  • A simple weekly scorecard and quarterly review template you can follow in under an hour


By the end of this course, you’ll have a complete 2026 planning system you can reference weekly, so you can run your year with clarity and intention instead of relying on motivation and guesswork.

Who this course is for:

  • Online business owners who want to plan, think, act, and execute like a CEO.

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