OGSM annual planning builds the one-page plan that governs the year. It is broader than a quarterly review, which adjusts an existing plan, and more concrete than a vision statement. The output is a single objective, a focused set of measurable goals, the strategies that achieve them, and the measures that track each. This OGSM template runs that full build.
Run it once a year, late in the current year or at the very start of the new one, so the organization enters the year aligned on one page. It is the anchor of the OGSM rhythm, with quarterly reviews and monthly check-ins executing the plan it produces.
Include the leadership team and the key contributors who will own goals and strategies, six to fifteen people. A one-page plan demands real choices about focus, so the group must be wide enough to commit the organization yet small enough to decide. Cascade team OGSMs afterward.
Begin with an honest year in review scored against last year goals. Refresh the objective, then assess market and capabilities so ambition stays grounded. Set a focused set of measurable goals, then choose strategies deliberately, treating the decision about what not to do as seriously as what to pursue. Attach measures and owners to each strategy and confirm the plan genuinely fits one page. The single-page discipline is what keeps the year focused where longer plans sprawl and stall.
Set the year on one focused page. Run it in OrgTP and connect your annual OGSM to quarterly reviews and monthly check-ins.
240 minutes total · 6 sections
Stop copying agendas into a doc every week. OrgTP runs your meetings live — scorecard, rocks, issues, and to-dos all in one place, with your AI agents in the room.