# AOS Annual Strategy Meeting Template

Purpose: Set yearly direction based on the Accelerate Operating System (AOS) model, define a short list of annual priorities, refresh the scorecard, and cascade goals into quarters with owners.

- Duration: 480 minutes (full day)
- Cadence: Annually
- Participants: Leadership team and key contributors (6-15 people)

## Agenda

- [ ] Year in review against priorities and scorecard (60 min)
- [ ] Vision and long-term picture (60 min)
- [ ] Market and capability assessment (75 min)
- [ ] Set annual priorities (90 min)
- [ ] Refresh the annual scorecard (75 min)
- [ ] Cascade to quarterly priorities and owners (60 min)

## Facilitator tips

- Ground the year in an honest review first.
- Keep annual priorities few enough to name.
- Tie every priority to a measurable scorecard number.
- Cascade to quarterly priorities for execution.

## Notes

Year in review:

Annual priorities:

Scorecard:

Quarterly priorities and owners:

---

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