The Clarity & Confidence Planning Party for Business Owners & Leaders That Makes Success in 2026 Inevitable
A luxury quarterly planning day to help you reset, refocus and move forward with confidence - limited to 8 seats to keep it calm and personal
You don’t need more ideas.
You need space to stop, reflect and decide what actually matters next.
This is not a networking event. No pitching. No pressure.
The Clarity & Confidence Planning Party is a quarterly planning day designed to help you pause, take stock and move into the next quarter with clarity, confidence and a realistic plan.
Each session gives you protected thinking time to reflect on the quarter just gone and plan the one ahead. No rushing. No pressure. Just structured support, calm surroundings and a clear framework that works.
You arrive busy, tired or unsure.
You leave lighter, clearer and ready for the next quarter.
How the Quarterly Format Works
Each Planning Party follows the same proven rhythm:
• reflect on the quarter you’ve just completed
• capture wins and lessons
• reset priorities
• remove what’s no longer serving you
• plan the next quarter with intention
• leave with a focused 30-day action plan
For example, in March you’ll reflect on Q1 2026 and plan for Q2.
In June, you’ll review Q2 and plan for Q3, and so on.
This keeps planning realistic, flexible and aligned with how businesses actually operate.
2026 Dates
You can attend one session, or make this your quarterly reset ritual:
• 18th March
• 24th June
• 30th September
• 9th December
Many people choose to attend regularly because it creates momentum, accountability and clarity throughout the year.
What’s Included
A luxury setting designed for thinking
Each Planning Party takes place in a calm, luxury venue that consistently receives “excellent” feedback. Being away from your normal environment helps you think more clearly and make better decisions.
Delicious food that keeps you energised
Thoughtful, high-quality food is provided throughout the day. Attendees regularly describe it as “delicious” and “always lovely”. You’re properly looked after so you can stay focused.
Movement breaks with Rachel Nicholls
Rachel leads short, accessible movement breaks to keep your body comfortable and your brain alert. These gentle resets help you stay energised and focused right through the afternoon.
My signature quarterly planning workbook
You’ll work through a structured workbook that guides you to:
• review the quarter just gone
• capture wins and lessons
• identify priority blockers
• decide what to focus on next
• map the upcoming quarter
• create a clear 30-day action plan
People love the workbook because it replaces scattered notes with clarity and gives you something practical to use long after the day ends.
A calm, supportive room
This is not a loud networking event.
It’s a supportive, welcoming space where you can think clearly, share ideas if you want to, and reset without pressure.
What People Say
“Attending the Clarity & Confidence Planning Party shifted my mindset and left me feeling positive and clear about what comes next.”
“I came in feeling defeated and walked out optimistic and confident again.”
“You’ve made planning feel achievable, not overwhelming.”
“I got loads done and loved being in such a supportive, calm environment.”
This Is For You If
You want to:
• plan in manageable chunks, not all at once
• stay focused quarter by quarter
• avoid overwhelm
• build momentum across the year
• feel confident about what you’re working on next
• stop reacting and start choosing intentionally
What You’ll Leave With Each Quarter
After every session, you’ll have:
• clarity on what matters most right now
• priorities for the next quarter
• a realistic, flexible plan
• a focused 30-day action list
• renewed confidence and motivation
• space in your head again
Many people describe a noticeable mindset shift after just one session.
Why the Quarterly Approach Works
Planning annually can feel overwhelming and unrealistic.
Planning quarterly keeps things grounded, adaptable and achievable.
Across all feedback, the strongest themes were:
• clarity
• confidence
• reduced overwhelm
• supportive facilitation
• a calm, luxury environment
• delicious food
• energising movement breaks
• a planning system that actually works
This isn’t about doing more.
It’s about doing the right things, one quarter at a time.
Reserve Your Place
You can book a single session or choose to attend regularly as part of your quarterly planning rhythm.
Places are intentionally limited to keep the experience calm, personal and high quality.
If you want clarity, confidence and a clear plan for the next quarter, this day is for you.
🕐 Timings
Arrival: Please arrive at 10:00am
Finish: We'll wrap up at 4:00pm
It's a full day of focused planning (with plenty of movement breaks!), so come energised and ready to do some brilliant thinking.
📍 Location & Parking
Address:
Elmslie House
8 Avenue Rd
Malvern
WR14 3AG
Frequently Asked Questions
Frequently Asked Questions
Is this right for me if I already have a plan?
Yes. This day isn’t about starting from scratch. It’s about checking what’s still relevant, removing what no longer fits, and tightening your focus for the next quarter. Many attendees come with a plan and leave with a clearer, more realistic version.
Do I have to attend all four dates?
No. You can book a single Planning Party or choose a multi-date option if you want a consistent quarterly reset. Some people attend once. Others use this as their planning anchor for the year.
What happens if I book multiple dates and can’t attend one?
Life happens. You can transfer your place to another available date with reasonable notice. Full details are provided at booking.
I feel overwhelmed right now. Is this too much?
No. This day is specifically designed for people who feel overwhelmed. The structure, pace and support help planning feel manageable rather than heavy. Many attendees say they arrived anxious and left calm and confident.
Is this a networking event?
No. There is connection and conversation if you want it, but this is not a pitch-fest or high-energy networking day. The focus is on thinking, planning and clarity in a supportive, pressure-free environment.
What will I actually leave with?
You’ll leave with:
• clarity on your priorities
• a plan for the next quarter
• a focused 30-day action list
• a calmer head and renewed confidence
• a workbook you can keep using
What if I’m not sure what I want yet?
That’s completely fine. Many people arrive unsure, stuck or conflicted. The day is designed to help you work through that and gain clarity without forcing decisions before you’re ready.
Is this suitable if I work on my own?
Yes. The Planning Party works brilliantly for solo business owners, consultants and freelancers, as well as those running small teams.
Do I need to prepare anything in advance?
No preparation is required. Everything you need is provided on the day. Just bring yourself and an open mind.
What’s included in the price?
Your place includes:
• the full planning day
• the structured workbook
• delicious food and refreshments
• movement breaks with Rachel Nicholls
• a luxury venue
• guided facilitation throughout
Is this suitable if I’m not a ‘planner’?
Yes. Especially if you usually avoid planning. The structure makes it accessible, calm and achievable, even if planning normally feels uncomfortable.
How many people attend?
Numbers are intentionally limited to keep the environment calm, supportive and personal.
Can I use this for quarterly planning instead of annual planning?
Absolutely. In fact, that’s the point. Each session helps you reflect on the quarter just gone and plan the next one. It keeps planning realistic and flexible.