# OGSM Annual Strategic Planning Template

Purpose: Review the year, refresh the objective, set measurable goals, choose a focused set of strategies, and build the one page plan for the year ahead.

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

## Agenda

- [ ] Year in review against the OGSM (35 min)
- [ ] Refresh the objective (30 min)
- [ ] Market and capability assessment (35 min)
- [ ] Set the goals (45 min)
- [ ] Choose the strategies (50 min)
- [ ] Set measures and owners (45 min)

## Facilitator tips

- Ground the year in an honest review first.
- Keep the objective to one clear sentence.
- Choose a focused few strategies; name what you will not do.
- Tie a measure and an owner to every strategy.

## Notes

Year in review:

Objective:

Goals:

Strategies:

Measures and owners:

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