Process Library

Annual Planning Offsite

A run-sheet for an annual planning offsite that sets a one-year picture, three-year targets, and the first quarter's rocks.

Executive & Founder 6 steps
When to use

Once a year, to set direction and the next quarter together.

Trigger
Runs when: Annual planning offsite, scheduled at least a month ahead

The procedure

6 steps

  1. Pre-work: each leader brings their honest read on what worked, what did not, and the biggest risk for next year.
  2. Open by revisiting the core purpose and the long-term vision out loud.
  3. Set the three-year picture: revenue, headcount, and what the company looks like.
  4. Set the one-year plan: the three to five most important goals and the numbers behind them.
  5. Translate the one-year plan into the first quarter's rocks with owners.
  6. Close with the issues list for the year and an explicit list of what you are choosing not to do.
Outputs
  • A documented three-year picture and one-year plan
  • First-quarter rocks with owners
  • A "not doing this year" list
Tools
Planning toolkitSlidesWhiteboard
Note: The "not doing" list is the most valuable artifact. A plan that adds without subtracting is a wish list.
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Related searches
annual planning sop planning offsite agenda strategic planning process yearly goals vision planning checklist

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