ANNUAL PLANNING WORKBOOK + VIDEO SERIES
Plan your whole 2027 for the price of a cup of coffee.
The 2027 Execution Plan is the same workbook and video series my coaching clients use to plan their year. It’s built for business owners who are done setting goals they forget by February.
Delivered to your inbox · Fillable PDF · 5 video lessons
Most annual plans are dead by February.
I see it every year. You set big goals in January, then the calendar fills up, life happens, and the plan ends up in a drawer.
Most planners help you set goals. This one checks them against the hours you actually have, and lets you decide whether 2027 is about growing, stepping back, or putting your energy somewhere new.
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01 Too Many Goals
Ten priorities means none of them get done. You’ll pick one big goal for the year.
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02 No Reality Check
Most plans never ask how many hours you actually have. This one does the math with you.
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03 No Monday-Morning Plan
Big goals are easy to write down. Knowing what to do on the first Monday of January is the hard part, so that’s where we’ll end.
Watch: why most plans fail by February (3 min)
The full workbook walks you through the rest, step by step.
CHOOSE YOUR PATH
Your year doesn’t have to be about making more money.
A short quiz at the start puts you on one of three paths, so every question fits the year you actually want.
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Accelerate
You want to grow.
Revenue targets, your strongest offers, and the capacity to deliver more without breaking.
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Rebalance
You want your life back.
Boundaries, the revenue you actually need, and what this year’s success cost you.
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Recalibrate
The business is steady. Now what?
Protect what works and put your energy into something new, like a new offer, a passion project, or more time at home.
WHAT’S INSIDE
What’s in the 2027 planning workbook
Each section comes with a short video lesson where I walk you through it like we’re in a session together. Just click the video button at the start of each section.
Review
An honest look at 2026: your wins, what didn’t happen and why, and a scorecard for every area of your life.
Choose
Pick your path, list your goals for 2027, and choose your BRAG: one Big, Risky, Achievable Goal for the year.
Reality Check
Capacity math, a stop-doing list, and if-then plans for the obstacles you already know are coming.
Commit
Break your BRAG into quarterly and monthly goals, weekly habits, and a 13-week scorecard.
THE FAVORITE EXERCISE
The Letter
You’ll close the workbook by writing a letter from yourself on December 31, 2027, as if the year already happened. Then you’ll schedule it to land in your inbox next December.
You’ll walk away with
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A one-page 2027 plan
Your path, word for the year, BRAG, quarterly and monthly goals, and weekly habits. Print it and pin it up.
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A goal for every month
Q1 and monthly goals that add up to your BRAG, so you know exactly what to work on in January.
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A weekly scorecard
13 weeks of simple weekly check-ins so you know if it’s working.
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Your letter
A letter from your future self to read on the hard days.
THE SAME WORKBOOK MY CLIENTS USE
Hi, I’m Hannah. I help business owners follow through.
I’ve spent years coaching entrepreneurs on one thing: doing what they said they’d do. I’ve watched brilliant people set big goals in January and quietly drop them by spring. Most of the time, the plan just didn’t fit their real life.
This is the planning process I walk my own coaching clients through every December. Now you can do it too.
Hannah Cox
Accountability Coach, The Execution Expert
THE 2027 EXECUTION PLAN
$7
That’s the price of a cup of coffee.
✔ 30-page fillable PDF workbook
✔ 5 short video lessons, one for each section
✔ Path quiz with questions for your year
✔ One-page plan, quarterly and monthly goals, and a 13-week scorecard
✔ The Letter exercise
Want a second set of eyes on your plan?
In January, I’m doing 12 one-on-one Strategy Sessions to go over finished workbooks. You’ll get the booking link after you buy the workbook.
Annual planning workbook FAQ
What is the 2027 Execution Plan?
The 2027 Execution Plan is a $7 annual planning workbook and 5-video series by Hannah Cox, an accountability coach and founder of The Execution Expert. It helps small business owners review 2026, choose one big goal for 2027, check it against the hours they actually have, and break it down into quarterly, monthly, and weekly goals.
Who is this annual planning workbook for?
This planner was created for small business owners and entrepreneurs who want a clear, realistic plan for 2027, whether that means growing, stepping back, or finding balance. However, anyone with a BRAG (Big, Risky, Achievable Goal) can benefit from this exercise.
How long does it take?
About three hours. Split it into two 90-minute sessions or three one-hour sessions. The videos are 5 to 7 minutes each, about 28 minutes in all.
Is the PDF fillable?
Yes. Type right into it on your computer or tablet, or print it and write by hand.
Where do I watch the videos?
Right from your workbook. Each section starts with a video button, plus a QR code to scan if you printed it. The links are also in your welcome email.
What makes this different from other goal-setting planners?
Most planners are mostly reflection. This one is built for execution: a capacity check, a stop-doing list, and a plan broken down from the year to the week, so your goals survive past February.
What is a 2027 Strategy Session?
A one-time, 60-minute call with me in January to review your finished workbook and sharpen your plan. Spots are limited to 12, and the fee credits toward coaching if you sign on within 30 days.
Can I get a refund?
Because the workbook is an instant digital download, all sales are final. If something isn’t working, like a link that won’t open or a file that won’t download, email me at hannah@coachhannahcox.com and I’ll fix it.