Annual Planning 2028

Inspired by the leadership principles from Trust & Inspire, this workshop is designed to help practice owners build high-trust cultures that unlock team performance and sustainable growth. Through Fortune’s proven annual planning process, you will develop a clear production forecast, strategic growth plan, and meaningful goal while learning how trust-driven leadership creates stronger engagement, accountability, and results for the year ahead.

THIS WORKSHOP WILL ALSO COVER:

- Annual Production Forecast & Growth Plan

- Goal Setting Workshop for 2027

- Outcomes and goals for all five Business Engines

- Creating a strong marketing plan to meet New Patient goals