Small Business Quarterly Planning Session

Date: Thursday, July 9th 2026

Time: 5:30pm - 6:30pm 

Location: Coworking Whistler, 202-4309 Village Stroll, Whistler

Running a small business means wearing every hat, and it's easy to get so caught up in the work that you never get to work on the business. This quarterly planning session changes that.

In just one focused hour, you'll step back from the day-to-day and map out a clear, actionable plan for the quarter ahead — so you know exactly where you're headed and how you're going to get there.

You'll walk away with digital and printable quarterly planning resources you can use again and again — goal-setting templates, priority trackers, and a simple framework that keeps you on track all quarter long.

About Sam Roberts

Sam Roberts is a local Whistler Learning & Development Expert & Founder of Be Happy Remote. She has worked full-time for the last 10 years inside companies, facilitating virtual and in-person learning programs. She has facilitated learning programs across 3 countries and countless industries, for all levels of staff. She is also an accredited DISC Advanced facilitator.

Sam’s training focus is on healthy & sustainable growth, helping drive engagement and performance through her workshops. Her training style has been described by learners as engaging, safe, empathetic, practical, & tailored to their needs.

Like many professionals, Sam once struggled to maintain boundaries, which led to severe burnout. Concerned her career might stall and her well-being suffer, she drew on her HR and learning background and extensive research to build a thriving career and life. Too often, training focuses on driving performance at the detriment of our well-being, which is why Sam’s training aims to blend the two for sustainable success.

Explore free guides and resources for remote workers from Be Happy Remote here.