I have a very topical episode for you today all about annual review and planning. My guest today is Jason Shen, three-time founder, turned executive coach and resilience expert.
Jason has a wonderful video on YouTube that walks you through a reflection and planning exercise perfect for this time of year. Jason and I discuss the framework and provide relevant context for founders and entrepreneurs.
Jason and I also talk about resilience, pivots, and zombie startups, topics from his recently published book, The Path to Pivot.
I couldn’t think of a more fitting and practical way to close out the year and I hope you find it useful.
I highly recommend you complete that exercise once you’re done listening to this episode here: https://www.youtube.com/watch?v=gumFl3nYF4U
Chapters:
(02:05) Setting the Guinness World Record (twice)
(03:34) Annual review and planning framework
(04:59) "Looking back" — moments; achievements; lessons
(10:47) "The check-in" — life audit; start, stop, and continue; write a letter to future you
(14:43) "Charting ahead" — the long list; shortlist; systems
(17:28) Common mistakes when doing an annual review
(19:03) Discussion about resilience
(22:59) When to pivot your startup
(28:54) Zombie startups and ZIRP
(34:26) Lightning round
(38:03) Conclusion
Guest Contact Info:
Jason's LinkedIn: linkedin.com/in/jasonshen
Company & newsletter: jasonshen.com
Get the book: jasonshen.gumroad.com/l/path-to-pivot-beta
Sponsor:
This podcast is brought to you by grwth.co. Grwth offers fractional CMOs, paired with best-in-class digital marketing execution to support early-stage startup success. With a focus on seed and series A companies, Grwth has helped a number of SaaS, digital health, and e-commerce startups build their go-to-market function and scale up.
To learn more and book a free consultation, go to grwth.co.
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