The Annual Planning Meeting is a two-day leadership offsite that sets the direction for the year. The team reconnects, reviews the past year, strengthens trust, refreshes the full Vision, and then builds next year goals and the first quarter Rocks. It is for leadership teams running on the EOS model who want a clear, shared plan for the next twelve months.
Hold it once a year, near year-end or the start of your fiscal year. It replaces one quarterly meeting and feeds the three quarterly pulsing meetings that follow.
The leadership team, usually three to ten people, the same group in your weekly and quarterly meetings. Two full days together is part of the value, so protect attendance.
Treat it as two connected days. Day one is about reconnecting, honestly reviewing the year, building team health, and re-grounding in the Vision. Day two turns that alignment into a plan: set the one-year goals first, then translate them into specific first quarter Rocks with single owners, and clear remaining issues with IDS. Get offsite, slow down enough to think, and leave with a one-year plan, Q1 Rocks, and a message to share with the company.
You can adapt this template to your team and run it in OrgTP, then carry your goals and Q1 Rocks into the quarterly and weekly cadence. OrgTP is built on the EOS cadence, so the annual plan connects directly to the rhythm you run all year.
960 minutes total · 8 sections
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