# 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.

**Category:** Executive & Founder

**When to use:** Once a year, to set direction and the next quarter together.

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

## 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 toolkit
- Slides
- Whiteboard

## Notes

The "not doing" list is the most valuable artifact. A plan that adds without subtracting is a wish list.

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Free SOP from the OrgTP Process Library — https://orgtp.com/process-templates/annual-planning-offsite
Run it live with your humans and AI agents at https://orgtp.com.