The three day bite-size Planning Retreat is ready for you
Welcome to an extraordinary opportunity to change the direction of your life and reclaim living with passion and joy.
Join me for an innovative 3-day virtual experience unlike any other. Together, we'll dive into the Holiday Season with purpose and creativity, crafting a personalized plan to enjoy peace and presence.
August 23-25, 2024
Imagine having an electrifying Autumn by
01
Clearing the decks of people, projects, and responsibilities that no longer support you so you have more energy to go after your dreams.
02
Host your own “awards ceremony” to celebrate all you have accomplished so far this year so you have the confidence to go after your bold plans.
03
Build an energy toolbox so you have the mojo to get stuff done even when you’re feeling out-of-sorts or unmotivated.
Is Plan Jam for you?
Well, that is a heck of a good question - let’s find out together…
Plan Jam is for you if:
You’ve done all the “right” things but feel unfulfilled.
You’re tired of the same old, same old planning systems.
You just know there is more to life than paying bills and running errands.
You interact with other humans on a regular basis and want to show up as your best self
Plan Jam is NOT for you if:
You’re not into personal growth…like at all
You already know it all and there’s nothing new under the sun for you to learn
You have absolutely no sense of humor
You plan on winning the lottery tomorrow, buying an island, and living in isolated bliss for the rest of your life
And now a word from the Chairman of the Board…
…No not really. Just some words from me, from the heart. Autumn is nature’s season for celebration. Nature knows how to throw a party and end the growing season with flash and crackle.
Sadly, society no longer takes its cues from nature so Plan Jam’s goal is to help you get back into harmony with the natural energy and theme of the season.
Your journey through Autumn will be all about closure and celebration. I am selfishly very excited to go through Plan Jam alongside you. It is so much more fun to have peeps to geek out with.
Plan Jam is your permission slip to do things differently and have a safe place to experiment and grow. When you join, please know that I am here to totally support and cheer you on. No haters will be allowed into our sacred space.
Plan Jam is our mutual playground to be authentic - maybe for the first time. So come play with me and let’s make Autumn awesome.
Plan Jam is a 3-day interactive virtual retreat. Now before you have a heart attack over the length, let me assure you - the lessons are bite-size and accomplishable over a weekend even with back-to-school shopping, putting away the summer clothes, and getting out the fall decor.
During the three days, you will create an outline that will guide your plans for Autumn - the time of year when projects and plans are meant to wrap up. You will have a solid foundation that is completely unlike what you have done in the past.
You will attend from the comfort of your home and can take the sessions at times that are best for you. I will be live in the Slack Community cheering you on, answering your questions, and helping you brainstorm your awesome ideas.
Introducing…
The Plan Jam 411
A New Kind of Approach
This isn’t your typical plan-with-me snorefest. Our agenda will cover unexpected topics like kicking dead-end responsibilities and debbie-downers to the curb. Say what??! Yep, a lot of our planning will be about ending, deleting, and delaying projects and people. Sometimes to be our greatest human, we need to let go of what holds us down.
Making Room to Hear the Leaves Fall
You are going to inject your planning with plenty of quiet space. Let’s not rush through Fall. This year, let’s take things slower and watch the leaves fall with a deep sense of peace. We are going to make space in your calendar for you to breathe, enjoy a pumpkin spice latte (if that’s your thing), and heaven-forbid - read a book for fun.
Ideas & Support
You have 3-days to outline some amazing, unique activities, but you have access to me and other supportive peeps in the group until October 24th. Throughout September and October, you will get ongoing ideas and support to keep your Autumn on track.
Aligned Living
The Plan Jam process will enable you to finally understand what it means to live with alignment. We won’t be spending time on theory - you will be implementing alignment strategies through the lens of Autumn. Plan Jam is all about hands-on personal development. You are going to DO personal growth - not learn about it.
Energy Management
Plan Jam is built around the energy of the seasons. We are going to spend all of Day 2 on the topic of energy! You are going to gain a new perspective on what it means to “have energy.” More importantly, you are going to have a toolbox of energy-generating strategies.
A New Kind of Celebration
OMG - we are going to get creative here! I can’t wait to see what you think of your Harvest Celebration activities on Day 1. If you never take the time to celebrate you (be honest) - this day is going to crack you open. You are going to celebrate you and have an entire supportive community to help you do it.
What am I signing up for exactly?
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3-Day Retreat
Over 3 days (August 23-25) you will receive virtual retreat content with exercises to complete each day according to your schedule from the comfort of your home.
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Community
You will have access to the private Slack community (until Oct 24) where you can chat with me, ask questions, share your experiences, and interact with fellow retreat participants.
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Resources
You will get a Notion Workbook, Canva templates, and other resources designed to make taking notes, planning, and implementing those plans as easy as possible.
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360° Approach
We will approach Autumn looking at all areas of your life and help you set priorities to ensure your mental and physical well-being.
About your retreat sherpa…
In total transparency, I created this retreat for myself and included all the things I wanted to work on to make my favorite season even more amazing. but I didn’t want to do it alone.
Doing things with others always amplifies the experience so as I share what I love I will be learning new ideas from you. This is such a win-win experience for both of us. I hope you are as excited as I am - let’s collaborate and build an awesome Autumn together.
If we haven’t met and you are wondering who the heck is writing this off-the-wall sales page - Howdy. I’m Julie Ann, and I am recovering perfectionist.
In that past this has caused me to write boring sales pages so consider this therapy. I’m a professional planner with 30 years experience leading to a serious-problem. (Get it - my problem is being too serious? Again, I’m in therapy for that -how’s it working? 😂.)
Anyway, I’m glad you’re here and if you are actually reading these sentences then I know you’re my people and we are going to have a great time together - recovering perfectionists united!!!
A preview of the days…
01
Day One
Closure and Celebration
Autumn is when nature “wraps things up.” That will be the theme of Day One - wrapping up loose ends, ends that are no longer needed, and dead ends. Then we are going to party our pants off (ok not really - pants can stay on.)
02
Day Two
Energy, Energy, and More Energy
Today we focus on how to have enough energy to thrive during Autumn. You will learn how to generate energy so you can keep up with Autumn’s hectic “back to normal” pace by building your own customized energy toolbox.
03
Day Three
360° Planning
This day is all about the logistics of routines, schedules, and making space for you. This isn’t your typical boring planning session with stickers and checkboxes. You will come away with a planning system prioritizing living your best life over errands.
Join Now
$297
$197
Plan Jam 3-Day Retreat
Day 1 - That’s A Wrap Party & “Tony” Awards Celebration
Day 2 - Becoming an Energy Superstar - Eliminating Energy Drains & Mastering Energy Generation
Day 3 - Not Your Momma’s Weekly Planning Routine
Done For You Resources - Notion Workbook and Canva Templates
Community & Support - Retreat Private Slack Channel
Bonus Mini-Course
The Magic of Cozy Living
I love snuggling up on a cold night in my cozy home. As you prepare for hibernation season, take some time to intentionally design your cozy nest.
This text-based course covers my tips for creating an uber-cozy space in the shortest time possible.
Lesson Topics:
Cozy Rituals to ensure each day has a cozy vibe
Creating a Cozy Toolbox so that each of your senses gets snuggle time attention
Gathering with your peeps hygge-style
Cozy visualization to play on your desktop or TV to get a large dose of daily cozy.
You even get a Notion workbook to help you implement the exercises.
BONUS VALUE $27
Refund Policy
Plan Jam is a semi-live retreat and like going to a Taylor Swift concert, I do not offer refunds once it has started.
If you need to cancel your registration, you may do so by August 22nd for a full refund. I will be completely heart-broken but as Gloria Gaynor said, “I will survive.” You may transfer or “gift” your registration to another person.
Please note, as detailed in the FAQ below, if you cannot attend the weekend dates, you can still access all the content and interact in the Slack Community.
Frequently Asked Questions
Q: What if I don’t complete all the retreat content over the weekend?
A: Your computer will self-destruct, stars will fall from the sky, and Starbucks will run out of pumpkin-flavored coffee. (I just couldn’t help myself.) Nothing will happen if you don’t finish the content. The purpose of the 3-day time frame is to create a container for you to share a live experience with other women who are doing the same work. A beautiful energy is created when we support one another in real-time.
Q: Why do I lose access to everything on October 24th?
A: Because on October 25th, we begin the new season planning session. The Holiday Planning Retreat will be held October 25-27. You will be entering the holiday season and I want you to have closure before it begins. The course dashboard will go away. You will retain access to the public Neighborhood Slack Channels but the Autumn Channels will be closed down.
Q: What if I am not available over the dates of the retreat?
A: We'll definitely miss your vibrant presence, but we'll still welcome you with open arms in the Slack Community. You have access to the retreat lessons and the Slack Community until October 24th. I recommend setting your own schedule for completing each of the 3 days and sharing it in the #SlackAccountability channel so I can support you.
Q: How long is each day’s session?
A: The retreat content has been designed to be bite-size with video lessons that are under 30 minutes. Each lesson has implementation exercises and the time needed for those will be based on how much time you want to commit to thinking and planning for each one. In general, I’ve worked to keep the content under 2 hours a day.
Join Now
$297
$197
Plan Jam 3-Day Retreat
Day 1 - That’s A Wrap Party & “Tony” Awards Celebration
Day 2 - Becoming an Energy Superstar - Eliminating Energy Drains & Mastering Energy Generation
Day 3 - Not Your Momma’s Weekly Planning Routine
Done For You Resources - Notion Workbook and Canva Templates
Community & Support - Retreat Private Slack Channel