GET OUT OF THE BUSINESS FOR ONE DAY.
DECIDE WHERE IT’S GOING NEXT.
The Annual
Plan | 2027
A private planning day for established founders and CEOs. We’ll examine the business you have, make the choices 2027 requires, and build the annual and Q1 plans to put those choices to work.
11.12.26
Thursday · 9:00 AM–5:00 PM
The Hawthorn · Portsmouth, NHs
A beautifully appointed experience
hosted by Jennifer Wilder
Your 2027 plan should create options not another year of obligations.
THE PREMISE
You do not need a prettier list of goals. You need a small set of decisions that improve the economics of your business, focus your team, and change what the company requires from you.
On November 12, we’ll put the truth on the table: what worked this year, what didn’t, what the numbers say, and which opportunities deserve your time and resources in 2027. Then we’ll build the plan.
Strategy requires choices. Otherwise, it’s just an expensive wish list.
The Annual Plan
I’m hosting a private annual planning day on November 12th for a small group of founders and CEOs who want to start the new year knowing exactly where they are going and what matters most.
The decisions we’ll put on the table
Where is the business making money?
We’ll look beyond revenue to the customers, offers, and work that produce a worthwhile return. You may find that what keeps everyone busiest is not what makes the business stronger.
What is holding it back?
More marketing, another hire, or a new offer may be the answer. First, we’ll identify the constraint: demand, pricing, margin, capacity, cash, leadership, or something else. Your plan should address the problem that matters most.
What can your 2027 goals actually support?
We’ll connect revenue targets to margin, profit, cash, investment, and what you need the business to provide for you. The numbers have to hold together.
What still depends too heavily on you?
We’ll identify the decisions and work that keep returning to your desk, then decide what needs a better system, a clearer owner, or a different role from you.
What will get done first?
You’ll choose a few annual priorities and turn them into a Q1 plan with clear ownership, measures, and a way to review progress. The other good ideas can wait.
THE ANNUAL PLANNING FRAMEWORK
One day. Real Work.
A finished plan.
Review the year honestly: results, missed signals, capacity, leadership, and the patterns underneath them.
01
TRUTH
Define what winning in 2027 actually means—for the company, the owner, and the life the business is meant to support.
02
CHOICE
Pressure-test the economic model. If the numbers cannot support the strategy, it is not yet a strategy.
03
MATH
Choose the three to five objectives that matter most. Name what will deliberately wait.
04
PRIORITIES
Translate the year into Q1 ownership, a CEO scorecard, and a review cadence that keeps the plan alive.
05
RHYTHM
Throughout the day, we’ll make room for founder hot seats and reviews of selected plans. You can bring a decision you’ve been circling, a constraint you haven’t solved, or a plan that needs a tougher look.
What you’ll take back to your business.
LEAVE WITH RESULTSA clear operating plan that connects ambition to math, ownership, and a real execution rhythm.
A finished 2027 annual plan
One page of direction, decisions, measurable targets, and commitments.
01
Financial targets that reconcile
Revenue, margin, profit, cash, and owner outcomes that work together.
02
Three to five annual priorities
The work that earns your time and resources, alongside the opportunities to set aside.
03
A fully built Q1 plan
90-day priorities with clear owners, milestones, and measurables.
04
Your CEO scorecard
Five to ten numbers that reveal performance beyond the P&L.
05
A sharper role for you
What only you should own, what must move, and where the business is still too dependent on you.
06
You’ll also join a two-hour virtual Q1 accountability session in January 2027 to review progress and make adjustments while the year is still young.
For the founder that’s carrying real weight
THE ROOMThis is designed for established women founders and CEOs who want their business to feel and perform better.
This is the room for you if:
You have an operating and established business, customers, real consequences, and people on the choices you make.
You value profit and purpose, and refuse to pretend one cancels the other.
You will bring your numbers, make decisions, and implement the work.
You want stronger leadership, cleaner operations, and less founder dependency.
You are building a business that creates wealth, agency, and a bigger life.
You have a willingness to share you experience, challenges, and perspective to the group.
You are motivated to walk into 2027 with clarity.
This is probably not your room if:
You are still validating your business or in early stage development. You may consider 1:1 advisory instead.
I'VE BEEN THEREWhy I’m hosting this
I’m Jennifer Wilder, founder and CEO of Altitude Companies, a portfolio of hospitality businesses, business advisor to founders that are scaling, public speaker, and mountain adventuress with a Sprinter van.
From a $90,000 initial investment to start LANEY & LU, I’ve built a multi-million-dollar paradigm shifting operating company. And, I still work inside the realities of payroll, margins, leadership, capacity, and the opportunities you have to turn own to do the right things well.
Before building my businesses, I spent 20 years in corporate engineering, manufacturing, and business development working with the biggest brands in consumer products, food and beverage, and healthcare. This experience gives me a unique perspective on branding and positioning, design and esthetics, production efficiency and continuous improvement, leadership, and world-class business structures.
Today, I advise women founders in these areas with the intent to scale, improve systems and profitability, and bolster business success into greater wealth and freedom.
I created The Annual Plan because I know what it costs to enter the new year with ambition but without clarity of numbers and strategy. In this one focused day, I’ll teach you the framework we now use to create the annual roadmap that guides me and my team towards the outcomes we desire. The results and peace of mind speak for themselves.
INVESTMENTChoose your seat
Both levels include full day private experience at The Hawthorn, preparatory materials and guidance so you arrive ready, the annual planning workbook and CEO scorecard tool, a beautifully catered breakfast + lunch by LANEY & LU, GINGER FOX, and PALETTE, founder hot seats and peer perspective, and the 2-hour Q1 virtual accountability session in January 2027. There will be luxurious details as well as space for deep work and meaningful connection.
November 12, 2026 · The Hawthorn, Portsmouth, NH · 9:00am to 5:00pm
PLANNING SEAT
$900
- Full-day small group strategic planning experience
- Preparatory framework, annual plan workbook, and CEO scorecard tools
- Founder hot seats and peer perspective
- Group Q1 accountability session (2hr virtual Jan 2027)
MOST POPULAR
STRATEGIC REVIEW SEAT
$1,150
- Full-day small group strategic planning experience
- Preparatory framework, annual plan workbook, and CEO scorecard tools
- Founder hot seats and peer perspective
- Group Q1 accountability session (2hr virtual Jan 2027)
- Private 30min 1-1 prep call with Jen before session plus 1hr 1-1 virtual annual plan review in December [$950 value, save $500]
Returning/current coaching clients: Use the code TAP100 at checkout for $100 off either seat when you reserve by October 15th.
SPECIAL OFFERA few things you may be curious about
Still have questions? Take a look at the FAQs or reach out anytime. If you’re feeling ready, go ahead and reserve.
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I’ll send you a short prep guide before November 12 so you know exactly what to gather. This will include a list of questions to consider so that you’re prepared to go deeper at our session. Bring your most recent financials, including year-to-date P&L and cashflow, and any breakdown you have of how your offers or business lines are performing. Come with the decisions you’ve been putting off, too.
Your numbers do not have to be perfect, and you do NOT need to arrive with a draft plan. You do need to be willing to look honestly at the business and be ready to make decisions.
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You’ll receive a preparatory framework before the event. Plan to bring your 2025 and 2026 year to date P&L and cash flow, your best available view of 2026 performance, and the questions you most need to answer for 2027. You do NOT need to arrive with a polished plan.
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The day is structured for you to build your annual plan, financial targets, priorities, Q1 plan, and scorecard. Some decisions may require a final conversation with your team or updated figures afterward. You’ll know what those decisions are and who needs to make them.
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Absolutely not. You’ll use your numbers in your own planning work. Participation in a hot seat or group review is strictly optional. There will be opportunities to sign up for these beforehand. Confidentiality is a strict professional requirement in this room.
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Yes. The businesses in the room may have different models, but the decisions around economics, capacity, leadership, priorities, and the owner’s role travel across industries.
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Your reserved seat in non-transferable. I understand things come up. If I’m able to fill your seat I’m happy to give you a full refund less any fees I may incur.
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This is a closed-door planning day. Before we begin, every attendee will agree to keep business information shared in the room confidential.
Your financials and working documents stay with you. You decide what to share in group discussions, and you can describe an issue without disclosing exact figures, client names, or sensitive team details. We will not photograph worksheets, screens, or financial information. Anything you provide for a private Strategic Review will stay between us.
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Come on November 12 ready to work. Bring your numbers, take part in the morning, and see how we approach the decisions in front of you. If by lunch you don’t believe this day is worth your time and investment, tell me before the afternoon session begins and I’ll refund your seat in full on the spot.
I know what it takes to step away from an operating business for a day. I’m asking you to give that time to this room, and I’m willing to stand behind what we do with it.
NOVEMBER 12, 2026 · THE HAWTHORN, PORTSMOUTH, NH
Decide the year
before the year decides
for you.
Intimate group of founders. One beautifully appointed room. A full day to make the decisions your next year will be built on.