# Annual Strategic Planning Template

Purpose: Review the year, refresh vision, set a focused set of annual goals and themes, and cascade them into executable quarterly priorities with owners.

- Duration: 240 minutes
- Cadence: Annually
- Participants: Leadership team and key contributors (6-15 people)

## Agenda

- [ ] Year in review (30 min)
- [ ] Vision and three-year picture (30 min)
- [ ] Market and capability assessment (40 min)
- [ ] Set annual goals and themes (50 min)
- [ ] Cascade to quarterly priorities (50 min)
- [ ] Owners, metrics, and rhythm (40 min)

## Facilitator tips

- Ground the year in an honest review first.
- Keep annual goals few enough to name.
- Cascade to quarterly priorities for execution.
- Lock the operating rhythm that keeps the plan alive.

## Notes / Decisions

Year in review:

Annual goals and themes:

Quarterly priorities:

Owners, metrics, and rhythm:

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Free template from OrgTP. Adapt or run it live at orgtp.com/templates/annual-strategic-planning