The Annual Performance Series

Clearer priorities.
Stronger progress.

Four focused, two-hour working sessions to help ambitious professionals, entrepreneurs, and leaders reassess priorities, strengthen follow-through, and build a practical plan for each quarter. Create progress that fits both your goals and your capacity.

Four 2-hour sessions Live + highly interactive 90-day roadmaps Group or private
When priorities compete

Make space to reassess.
Choose where to focus.

As your responsibilities change, your priorities need attention. A quarterly pause helps you recognize what has shifted and decide where your time and energy will make the greatest difference.

You start with good intentions. Then meetings multiply. Priorities compete. Other people's needs get louder. The plan that once felt clear slowly becomes something you keep meaning to return to.

You may be meeting immediate demands while the goals that matter to you receive less attention.

The Annual Performance Series gives you a regular opportunity to reassess.

Each quarter, we examine your progress, identify what needs to change, and build a realistic plan around your current goals, strengths, and responsibilities.

  • Get out of reaction mode and regain perspective.
  • Separate real priorities from noise, pressure, and habit.
  • Identify the habits, expectations, or decisions limiting progress.
  • Turn insight into specific decisions, actions, and dates.
  • Adjust your commitments as your priorities and capacity change.
Our approach, applied every quarter

Understand the pattern.
Build your next steps.

Each working session brings our Uncover, Leverage, Apply approach to your next 90 days. Examine what is limiting progress, identify strengths and resources you can use more effectively, and translate your decisions into milestones and actions. The session moves through reflection, assessment, decisions, planning, and commitments.

Reflect What happened?
Assess What does it mean?
Decide What matters now?
Build What is the plan?
Commit What happens first?
One year. Four essential conversations.

Focused support for each stage of your year.

Each quarter addresses a different priority: setting direction, improving execution, pursuing growth, and preparing for the year ahead.

01 / Q1 Direction

The Year Ahead

Get clear on what you want, decide what deserves your attention, and turn the bigger vision into a focused first-quarter plan.

“What would make this a meaningful year, professionally and personally?”
  • Define what success means this year
  • Choose non-negotiable priorities
  • Identify your 3–5 biggest moves
  • Build your January–March roadmap
  • Decide the first actions before you leave
02 / Q2 Performance

The Performance Reset

Review your first-quarter results and the behaviors behind them. Identify where your habits, boundaries, or communication need to change, then adjust your plan.

“What needs to change for you to execute more consistently?”
  • Conduct an honest Q1 reality check
  • Find your #1 performance bottleneck
  • Audit time, energy, focus, and execution
  • Stop / Start / Continue / Change
  • Build your April–June roadmap
03 / Q3 Expansion

The Next Level

Use your mid-year progress to identify the next opportunity for growth. Assess the risks, draw on your strengths, and decide which conversations or actions will move you forward.

“Where are you ready to grow, and what will that require?”
  • Complete your mid-year review
  • Identify opportunities you have not acted on
  • Identify the capabilities and support you need
  • Choose 1–3 courage moves
  • Build your July–September roadmap
04 / Q4 Strategy

Design What’s Next

Review the year to date, decide what deserves attention before it ends, and use what you have learned to establish direction for next year.

“Knowing what you know now, what will you do differently?”
  • Review your year-to-date results
  • Identify wins, misses, and patterns
  • Keep / Change / Release / Create
  • Choose Q4 priorities and next-year direction
  • Build the annual framework + Q1 direction
From preparation to progress

A focused conversation.
A plan you can use.

Bring the questions, competing priorities, and decisions you are working through. The pre-work helps you organize them before we meet.

You will receive focused pre-work before each session so we can use our time for the thinking that matters: finding patterns, confronting tradeoffs, solving the right problem, and converting your decisions into an executable plan.

Before

Complete concise guided pre-work so you arrive with the relevant facts, questions, and priorities already surfaced.

During

Work through a live, highly interactive strategic intensive with direct coaching, challenge, and decision-making.

After

Leave with your completed framework, defined priorities, immediate commitments, and focused 90-day roadmap.

Built for real life

Support for growth.
Space for what matters.

Designed for professionals, entrepreneurs, and leaders who want a regular opportunity to step back, evaluate progress, and strengthen their next steps. It also offers continuity after a more intensive coaching engagement.

Whether your focus is your career, business, leadership, income, personal growth, or a combination of all five, the work is personalized to what matters most now.

Choose your level of support

Choose the support.
Build the momentum.

Join the small-group experience for the power of shared insight and focused coaching, or choose private access when your decisions require deeper individual attention.

Single Group Intensive
$297

One quarter • one-time payment

  • One live 2-hour group intensive
  • Quarter-specific pre-work
  • Guided performance framework
  • Your 90-day roadmap
  • Small, highly interactive room
Choose One Quarter
Private Annual Experience
$1,997

Four private intensives • one year

  • Four private 2-hour intensives
  • Strategy tailored entirely to you
  • Confidential individual coaching
  • Pre-work + frameworks each quarter
  • Four personalized 90-day roadmaps
Explore Private Access

Prefer flexibility? Choose four quarterly payments of $277 ($1,108 total) for the Group Annual Pass. Space is intentionally limited to keep the experience interactive and personal.

Finding the right fit

Support that matches what you need now.

This is for you if…

  • You are capable and ambitious, but pulled in too many directions.
  • You want clear priorities and a plan you can implement.
  • You value direct questions, honest reflection, and decisive action.
  • You are ready to make choices, protect priorities, and follow through.
  • You want your ambition and your actual life to work together.

Consider ongoing coaching if…

  • You need regular support between planning sessions.
  • You understand your goals but struggle with follow-through week to week.
  • You want more time to work through recurring habits or behavioral patterns.
  • You are navigating a transition that requires sustained individual attention.
  • You need ongoing development around leadership, communication, or resilience.
Your strategic thought partner

Experienced guidance.
Practical application.

I created this series to give you dedicated time to examine your choices, recognize patterns, and make room for the work and life you want to build.

My background includes more than 15 years supporting leaders in demanding environments. Today, I bring high performance coaching, a strengths-based perspective, and attention to communication into practical conversations about your goals.

Together, we connect what you learn about yourself to what you will do differently.

Audrey Wang is an award-winning Business & Executive Coach, leadership strategist, and Founder of Invitation To Succeed. She has coached, trained, and advised 500+ leaders, entrepreneurs, and professionals.

Frequently asked questions

What you may be wondering.

Is this coaching or a workshop?

It combines guided reflection, coaching, and dedicated planning time. You work on your own priorities during the session and build your next-quarter plan using the provided framework.

Do I need to join at the beginning of the year?

No. Each quarter works as a standalone experience, so you can begin with the most relevant session. The Annual Pass is best for those who want the continuity of stepping back, recalibrating, and rebuilding their plan throughout the full year.

What can I focus on during the session?

Your focus can include your career, business, leadership, income, personal growth, health, capacity, or the intersection of several areas. The framework is consistent; the decisions and plan are yours.

What is the difference between group and private?

The group experience offers shared perspective, facilitated coaching, and structured work in a small room. The private experience is fully customized, confidential, and allows the entire session to center on your specific goals, patterns, decisions, and roadmap.

Will I receive a recording?

Because the sessions are interactive and may include personal discussion, live attendance is strongly recommended. Recording availability and privacy boundaries will be confirmed for each session before enrollment.

Is this a replacement for private coaching?

No. This is ideal when you benefit from strategic recalibration every 90 days. Private coaching is the better choice when you need deeper transformation, weekly support, sustained accountability, or help navigating a significant transition.

Your next quarter starts here

Give your next quarter
a clearer direction.

Take time to review your progress, choose your priorities, and build the habits and actions that will support them. Begin with one quarter or create a rhythm for the full year.

The Annual Performance Series is a coaching and strategic planning experience. Individual results vary and depend on each participant’s decisions, circumstances, and implementation.