Episode 62: Day One of Annual Planning: Analyzing Your Constraints & How to Solve Them

Dec 16, 2025

Dive into the world of annual planning with insights on overcoming constraints in a real estate business. The hosts share personal stories and the importance of community connections. Learn to diagnose past performance, define actionable goals, and tackle business constraints with a structured framework. Discover how to identify root causes and formulate testable solutions to drive momentum. With practical examples, this discussion offers valuable strategies for both seasoned investors and newcomers.

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ADVICE

Prepare A Brand Book And VTO

Do document your brand book and VTO before an offsite to set clear mission, vision, and operating principles.
Use that shared context to align goals and make annual planning far more effective.

ADVICE

Run A Model‑Driven Business Review

Do review every core model in your business (funnels, conversion, cash cycle, inventory) to understand economic truths.
Base next-year projections on model data or conservative industry baselines, not gut guesses.

ADVICE

Use GWC To Assess People Fit

Use the EOS People Analyzer (GWC) to assess whether each person gets it, wants it, and has capacity to do their role.
Do pre-rate teammates to speed discussions and make objective staffing decisions.

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🎙️ Welcome to The Ground Game Podcast! 🎙️

In this episode of the Ground Game Podcast, co-hosts Clayton Hepler and Justin Piche dive deep into the intricacies of annual planning for real estate businesses. Join them as they share insights from their upcoming strategic offsite, where they will explore the essential steps to diagnose reality and engineer momentum for the year ahead.

Key Highlights:

Feedback and Growth: Clayton opens up about personal feedback on communication styles and the importance of adapting to listener needs.
Community and Connection: Justin shares his recent experiences at the Lights in the Heights Festival, highlighting the significance of community engagement and family.
Annual Planning Framework: The hosts discuss their structured approach to annual planning, focusing on the EOS (Entrepreneurial Operating System) methodology, including:
- Diagnosing reality: Reflecting on past performance and identifying key metrics.
- Engineering momentum: Setting actionable goals and understanding constraints that hinder growth.
Deep Dive into Constraints: Learn how to identify and analyze constraints within your business, using real-world examples and a systematic approach to root cause analysis.
Hypothesis-Driven Solutions: Discover how to formulate testable hypotheses to address constraints and measure outcomes effectively.

Whether you're a seasoned real estate investor or just starting out, this episode offers valuable strategies to enhance your business planning and execution. Tune in to gain insights that can help you navigate the complexities of real estate investing and set your business up for success in the coming year.

Don't forget to subscribe, rate, and review the podcast! Your feedback helps us improve and reach more listeners.

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