# Annual Operating Plan Review Template

Purpose: Turn strategy into a costed annual plan, set targets and budgets by function, resolve dependencies, and commit owners and a tracking cadence for the year.

- Duration: 180 minutes
- Cadence: Annually (plus major reforecasts)
- Participants: Leadership team, finance, and function heads (6-15 people)

## Agenda

- [ ] Strategy to plan bridge (20 min)
- [ ] Functional targets and plans (45 min)
- [ ] Budget and headcount review (40 min)
- [ ] Cross-functional dependencies (25 min)
- [ ] Risks and contingencies (25 min)
- [ ] Commit, own, and set cadence (25 min)

## Facilitator tips

- Make every target and budget line trace back to strategy.
- Reconcile the total plan against capacity before approving.
- Surface cross-functional dependencies early.
- Commit the plan with named owners and a cadence.

## Notes / Decisions

Functional targets and plans:

Budget and headcount:

Dependencies and risks:

Owners and review cadence:

---

Free template from OrgTP. Adapt or run it live at orgtp.com/templates/annual-operating-plan-review