Annual Planning IS what we do
Annual Planning doesn't have to be stressful.  You probably have carried too much stress about it already.

Why not let a team who does Annual and Quarterly Planning Sessions for other teams help. 

You are good at what YOU do, let us be good at what WE do.  

Simple right?

WHAT'S INCLUDED...

We believe in a very simple framework.  

There's no need to make things unnecessarily complex. Your Annual Planning will include talking about what people have learned, asking your people what they think should be fixed and a working session to develop with Key Metrics, Annual Goals and Quarterly Rocks assigned out to each player on the team.
  • Quarterly Check In or Annual Planning Session: You choose, either a Quarterly Check In (2 hours) or Annual Planning (8 hours).
  • ​​Planning Session Agenda: We will work from our proven, tried and true Planning Session Agenda used with dozens of other teams which is also gifted to the team for future planning sessions. 
  • ​One-Hour Planning Day Prep Call: A 5x multiplier of Annual Planning Success ($250 value). 
  • ​Additional Tools: Two Digital Assets for Goal Tracking and Milestone Evaluations ($500 value).
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We love our clients.
Will you be one of them?
Don't just take our word for it.
Here's what a few of our clients have to say.
"Aaron and his Team have literally more than doubled the productivity of my internal team and movement. The frameworks the Collab Team set up have been monumental for us."
Pedro Adao - CEO of 100X Academy and Crush It With Challenges
"I knew I had amazing ideas and EVERYONE loved what I had to share, but I needed infrastructure and systems so that I could make good on fulfilling what I promised. Aaron and the Collab Team are what keeps my business on track and moving forward every day. I cannot recommend anyone more highly. You need this guy."
Keith Yackey - CEO of the Married Game
"Everyone needs an Aaron. If you love what you have experienced from Advance Your Reach, Aaron and his team have had a direct hand in some part of it."
Pete Vargas - CEO of Advance Your Reach
"What amazes me about Aaron is that he and his team are always hustling with ideas and concepts, even with their workload. A huge part of the stabilization of this company, the structure, and the constant accountability is directly due to Aaron and his team. Bringing Collab on board was one of the best moves I ever made."
Wes Heyden - CEO of Roasters Coffee
"Aaron and his team have a unique ability to implement systems that will increase cash flow. Not only are they competent, but more importantly they are people of character, which is absolutely essential when trusting someone with the inner workings of your business. I couldn't more highly recommend Aaron and his team!"
Drew and Tammy Davis 
Stompin' Grounds Coffee House
"Aaron and his team have helped us in ways we could not have imagined possible. They increased our bottom line by removing obstacles that we were not even aware of. I highly recommend them."
Autym and Ryan Burke
Oregon Mountain Coffee
"I can not put to words what the systems and tools Aaron and his team have put into place have done for our business. We have seen consistent month over month growth and I attribute a ton of that to the efficiencies Aaron and his team have implemented."
Cody Anderson
Resilient Coffee Roasters
“I have been running Credit Unions for 30+ years, Aaron handles projects better than anyone else I have previously worked with. He is excellent at what he does.” 
Gene Pelhem - CEO of Rogue Credit Union
“Aaron and his team have helped us identify ways to save money using efficiencies in ways I always knew were possible but never had the time to research myself. I would high recommend the Collab Team if you are looking for ways to create money by saving money. ”
Jeremiah Johnson - CEO of Jeremiah Johnson Brewing
"Wow. That's what first comes to mind when I reflect on working with Aaron and his team. Every step of they way, Aaron and his team have provided wisdom, support and direction beyond what we could have ever imagined with this project."
CJ and Lindsay McPhail
Outsider Coffee
"Aaron is brilliant. His ideas are genius and the way he executes is flawless. He is ALWAYS on time and ALWAYS does what he says. I give my highest recommendation to work with Aaron and his team."
Clay Weigand
Black Press Coffee
"It's obvious that Aaron creates systems unique to each coffee company he works with. The way he ran our Meetings through the Roasters integration, rolled out timely solutions and created space for me to lead the team through the transition was incredibly impressive and tremendously helped Black Rock take fast traction. I highly recommend the Collab Team!"
Arri Authier
Black Rock Coffee
“We were starting something new and different.  We knew we needed expertise and clear vision on identifying and communicating our key differentiators.  Aaron's time and investment in, not only us as leaders but also into our people, was an invaluable gift and has continued to be these last seven years. ”
Randy Armstrong - Advisory Board for
One Heart Gathering
“When my husband passed I was left with a business that had good bones but not much structure.  Aaron and his team came in and created infrastructure from our current systems beyond my wildest dreams.  The Collab Team has taken us to the next level.  Our store has never been more efficient.  I'm excited to see how far we have come in such a short amount of time.” 
Kate Garland - Owner of The Etna Trading Company General Store
“We were really struggling with structure and continuity. Aaron was a God-send. He brought order to our chaos and helped us create maintainable systems that helped our whole region.”
Tanna Williford - Administrator for
Access Home Care and Hospice
Why waste any more valuable time?

Let's get your Annual Planning scheduled now so you can REVEL in the victory! 

Clients and Colleagues
No one says it better than the clients and colleagues who have worked with the Collab Team.
Collaborative Team Management LLC ©2024