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ANNUAL PLANNING REINVENTED: WHERE INSIGHT MEETS A.I.

Introducing the DIY Annual Reset 2.0 — a complete, self-guided, and self-facilitated planning system for leadership teams who want a powerful annual offsite without the cost of a full-service facilitation package. This tool is based on Coach.Win's proven Annual Reset 2.0 process.

This toolkit includes everything you need to run a productive and aligned strategy retreat on your own:

  • Proven 2-day agenda used by the experienced coaches at Coach.Win

  • Participant workbooks to guide attendees through the process (printed and fillable PDF form formats available)

  • Pre-meeting online SWOT Pro assessment completed by participants to capture team insights

  • Comprehensive SWOT Pro report with AI-generated summaries, and complete responses from all participants

  • Pre-meeting online Team Engagement survey of all team members to gain insight into the state of the culture

  • 60-minute pre-call with a tenured Coach to discuss techniques, agenda, and planning tools to ensure success

Whether you follow EOS®, Scaling Up®, Beyond Entrepreneurship 2.0, or your own internal framework, this DIY approach ensures a structured, high-impact planning experience — led by your team, on your terms, and at your pace.

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The Annual Reset 2.0 participant playbook guides participants to build a comprehensive annual game plam.

WHO IS THE DIY ANNUAL RESET DESIGNED FOR?

The DIY Annual Reset 2.0 is designed for leadership teams who want a structured, high-impact annual planning process they can confidently run themselves. It’s an ideal fit for:

  • Companies experienced with EOS®, Scaling Up®, BE 2.0, or similar systems who prefer to self-facilitate their offsite

  • Startups and growing businesses that want proven structure without the cost of a facilitator

  • Organizations looking to reduce expenses while still running a professional, well-organized planning retreat

  • Leaders who want to sharpen their strategic planning and facilitation skills and elevate how their teams plan

  • Teams that value independence and want a ready-to-run process with agendas, workbooks, and a full SWOT Pro report

This self-guided system provides everything needed to run a productive, aligned, and energizing Annual Reset—without sacrificing quality or structure.

WHAT IS THE TIMELINE?

The DIY Annual Reset 2.0 process takes 2-4 weeks to complete and depends heavily on your team completing the assessments and assignments promptly.

WHAT DOES THE DIY ANNUAL RESET COST?

$2,500 for up to 10 participants, includes the SWOT Pro assessment and playbook. Up to 100 participants of the Team Engagement survey.

$150 per additional SWOT Pro participant

 

HOW DO I GET STARTED?

Complete the sign-up form below or email elevate@coach.win