# Pinnacle One-Page Plan Working Session Template

Purpose: Capture purpose, vision, annual goals, quarterly priorities, and accountability on a single shared page the leadership team builds and owns together.

- Duration: 180 minutes
- Cadence: As needed (build or major refresh)
- Participants: Leadership team (3-10 people)

## Agenda

- [ ] Purpose and core values (30 min) - why the company exists
- [ ] Long-range vision and BHAG (30 min) - the destination
- [ ] Three-year picture (30 min) - concrete and measurable
- [ ] Annual goals and metrics (40 min) - 3 to 5 with numbers
- [ ] Quarterly priorities (30 min) - move the annual goals
- [ ] Accountability and review (20 min) - owners and rhythm

## Facilitator tips

- Hold the line on a single page.
- Build it with the team for shared ownership.
- Make every goal measurable.
- Agree the review rhythm before closing.

## Notes

Purpose and values:

Vision and three-year picture:

Annual goals and metrics:

Quarterly priorities and owners:

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Free template from OrgTP. Adapt or run it live at orgtp.com/templates/pinnacle-one-page-plan-session