---
type: admin
category: goals
year: 2026
status: active
created: 2025-12-30
tags:
  - admin
  - planning
  - goals
  - 2026
---
# [[Business Goals]] 2026

## Overview

Annual planning for [[Carter Strategy]] consulting practice. Focus on sustainable growth, [[Knowledge Systematization]], and operational efficiency.

## [[Revenue Target]]

**Goal**: $180,000 (50% increase from 2025's $120,000)

| Quarter | Target | Stretch |
|---------|--------|---------|
| Q1 | $42,000 | $50,000 |
| Q2 | $45,000 | $52,000 |
| Q3 | $45,000 | $52,000 |
| Q4 | $48,000 | $55,000 |

### Revenue by Source

| Source | 2025 Actual | 2026 Target |
|--------|-------------|-------------|
| [[Acme Corp]] | $42,000 | $45,000 |
| [[TechStart Inc]] | $25,000 | $45,000 |
| [[GlobalBank]] | $35,000 | $20,000 |
| New clients | $18,000 | $70,000 |

## [[Strategic Priorities]]

### 1. [[Client Acquisition]]
- [ ] Develop inbound content strategy 📅 2026-01-31
- [ ] Launch newsletter (monthly) 📅 2026-02-15
- [ ] [[Attend 2]] conferences 📅 2026-06-30
- [ ] [[Get 3]] client referrals 📅 2026-12-31

### 2. Knowledge Systematization
- [ ] Review and update [[Data Migration Playbook]] 📅 2026-01-10
- [ ] [[Create API]] design playbook 📅 2026-02-28
- [ ] Document all client engagement patterns 📅 2026-03-31
- [ ] Build proposal template library 📅 2026-04-30

### 3. [[Operations Efficiency]]
- [ ] Complete Q4 2025 tax prep 📅 2026-01-15
- [ ] Set up automated invoicing 📅 2026-02-01
- [ ] Implement weekly review ritual 📅 2026-01-07
- [ ] Book flights for [[CloudConf]] 📅 2026-01-20

### 4. [[Skill Development]]
- [ ] Complete AWS [[Solutions Architect]] certification 📅 2026-06-30
- [ ] [[Learn Kubernetes]] fundamentals 📅 2026-09-30
- [ ] Attend data engineering workshop 📅 2026-04-15

## [[Key Metrics]]

| Metric | 2025 | 2026 Target |
|--------|------|-------------|
| Revenue | $120K | $180K |
| Clients | 4 | 6 |
| Billable rate | $280 avg | $300 avg |
| Utilization | 65% | 70% |
| Playbooks | 4 | 8 |

## [[Quarterly Reviews]]

- [ ] Q1 Review 📅 2026-04-05
- [ ] Q2 Review 📅 2026-07-05
- [ ] Q3 Review 📅 2026-10-05
- [ ] [[Annual Review]] 📅 2027-01-05

## [[Active Initiatives]]

### Q1 2026 Focus
1. Close [[TechStart Phase 2]] proposal
2. Complete [[Acme Data Migration]] [[Phase 2]]
3. Update stale knowledge assets
4. Tax preparation and planning

### Pipeline

| Opportunity | Value | Probability | Expected |
|-------------|-------|-------------|----------|
| [[TechStart Phase 2]] | $45K | 70% | $31.5K |
| [[Acme Analytics Add-on]] | $35K | 40% | $14K |
| New client (referral) | $25K | 30% | $7.5K |

## Related

- Review: [[Quarterly Review Q4 2025]]
- Clients: [[Acme Corp]], [[TechStart Inc]], [[GlobalBank]]
- Knowledge: [[Data Migration Playbook]], [[Rate Card]]

---

*Created: 2025-12-30*
*Next review: 2026-01-15*
