A Business Without a Plan Is Just a Business With a Lot of Activity
Business planning programs at RAD Strategic Partners move owners from reactive decision-making to structured, intentional execution through the Founder’s Plan, Annual Plan, and Quarterly Focus system. Most business owners are busy. Very few are building intentionally. The RAD planning system installs the vision, focus, and execution rhythm that turns activity into traction — quarterly, annually, and at every stage of growth.
Part of the RAD Business Success Method™ · Used in every client engagement
The RAD Planning Hierarchy
Founders Plan
What are we building and why? The operational foundation.
Annual Plan
Where are we going this year? Created every November.
Quarterly Plan
What’s the focus for the next 90 days?
Weekly Scorecard
Are we on track? Derived from the quarterly plan.
One Planning System. Four Layers. Built to Run All Year.
The RAD planning system isn’t a one-time exercise. It’s a living operational rhythm — a Founders Plan that establishes the foundation, an Annual Plan that sets strategic direction, Quarterly Focus sessions that create 90-day execution roadmaps, and a weekly scorecard that keeps the team on track. Each layer derives from the one above it.
Founders Plan
What are we building and why? The operational foundation.
Annual Plan
Where are we going this year? Created every November.
Quarterly Plan
What’s the focus for the next 90 days? Created March, June, September.
Weekly Scorecard
Are we on track? Derived from the quarterly plan.
All planning is derived from your Founders Plan. That’s where we always start.
The Founders Plan
Before annual goals, quarterly sprints, or weekly scorecards — you need to answer five questions clearly.
What are we building? Who pays us? How do we acquire customers? How do we deliver consistently? How do we become profitable and scalable?
The Founders Plan answers all five. It becomes the anchor for every planning decision that follows.
Founders Plan Template
Download the template and work through it on your own. Best for owners who want to get started immediately.
Guided Founders Plan Session
A 90-minute Zoom session. You answer the questions, we build the plan together in real time. You leave with a complete, structured Founders Plan.
3-Month Planning Engagement
For owners who need more than a plan — they need the structure behind it. Nine sessions over three months, building the Founders Plan, Annual Plan, and first Quarterly Focus together.
Group Planning Workshops
Live virtual planning sessions open to all business owners. Structured, focused, and built around the RAD planning system. Existing clients attend at no additional charge — these are also the lowest-friction entry point for new clients.
Annual Planning Workshop
A live group Zoom session designed to produce your complete Annual Plan. We work through your strategic focus, 12-month objectives, and execution roadmap together — so you leave with a plan, not just ideas.
Format: Live group Zoom · 150 minutes
Timing: Week 2 of November, annually
Investment: $197 per person
Included for: All active coaching clients
Already a client? Your spot is included.
Quarterly Focus Workshop
A live group Zoom session to build your 90-day execution plan. Each quarter we identify your focus, set priorities, build your weekly scorecard, and create the structure to actually execute — not just plan.
Format: Live group Zoom · 90 minutes
Timing: Week 2 of March, June, and September
Investment: $97 per session · or all three for $250/year
Included for: All active coaching clients
Already a client? Your spot is included.
Customized Planning Retreats
Take the planning process off-site (or into a dedicated virtual session) for your leadership team. We design a half-day or full-day planning retreat customized to your team’s size, stage, and goals — building alignment, clarity, and buy-in across the group. The result is a plan your whole team helped build and actually believes in.
- A shared vision and operating direction the team owns
- A 90-day execution roadmap with clear accountability
- Alignment that replaces constant re-explaining and re-deciding
Investment: Custom pricing · Contact for details
Inquire About a Retreat →Is This Right For You?
- You’re running a real business but planning feels reactive, not intentional
- You know where you want to go but your team doesn’t fully understand the direction
- You do planning — but it falls apart by week six
- You want a quarterly rhythm that keeps the business moving without you driving every decision
- You’re a new client and want to get started at a lower investment before committing to coaching
A Note On Fit
These programs work best when you’re willing to be honest about where the business actually is — not where you wish it were. The planning system is built on RADical Awareness: we start with reality, not optimism.
If you want a plan that looks good on paper but doesn’t change how you operate, this isn’t the right fit. If you want a plan that actually runs your business — this is exactly where to start.
FOR CURRENT COACHING CLIENTS
Already Working Together? Planning Is Built In.
If you’re an active coaching client, the Founders Plan, Annual Plan, and Quarterly Focus sessions are part of your engagement — not an add-on. Your Annual Planning Workshop and all three Quarterly Focus Workshops are included at no additional charge. This is how we operate together, every year.
Questions about your planning schedule? → Contact usReady to Build a Business That Runs on a Plan — Not on You?
Start with the free template, join a workshop, or let’s build your Founders Plan together.