# Pinnacle Annual Planning Meeting Template

Purpose: Review the year, refresh the One-Page Plan, set annual goals and key metrics, and lock the first quarter of priorities for the Pinnacle planning rhythm.

- Duration: 600 minutes (1 to 2 days)
- Cadence: Annually
- Participants: Leadership team (3-10 people)

## Agenda

- [ ] Check-in and year in review (60 min) - what was hit, what slipped, lessons
- [ ] Purpose, values, and vision (75 min) - reconnect with the destination
- [ ] Market and competitive review (75 min) - strategy and differentiators
- [ ] Set annual goals and key metrics (90 min) - 3 to 5 goals with numbers
- [ ] Build the One-Page Plan (90 min) - everything on one page
- [ ] Lock Q1 quarterly priorities (75 min) - owners and definition of done
- [ ] Issues, owners, and rollout (60 min) - resolve and communicate

## Facilitator tips

- Ground the year in an honest review first.
- Keep the One-Page Plan to a single page.
- Leave with a locked first quarter.
- Assign one owner per goal and priority.

## Notes

Year in review:

Annual goals and metrics:

One-Page Plan updates:

Q1 priorities and owners:

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