# Pinnacle 3-Year Strategy Session Template

Purpose: Shape the three-year picture, sharpen differentiators, choose the few strategic bets, and align leadership on a direction that feeds the annual plan.

- Duration: 300 minutes (half to full day)
- Cadence: Annually (or at major inflection points)
- Participants: Leadership team (3-10 people)

## Agenda

- [ ] Frame the strategic question (30 min) - and current state
- [ ] Market and competitive landscape (60 min) - forces ahead
- [ ] Core strengths and differentiators (60 min) - what to build on
- [ ] Shape the three-year picture (75 min) - concrete destination
- [ ] Strategic bets and trade-offs (45 min) - choose and debate
- [ ] Implications for the annual plan (30 min) - connect to execution

## Facilitator tips

- Lock the strategic question first.
- Force the hard trade-offs into the open.
- Make the three-year picture concrete.
- Connect the direction to next year.

## Notes

Strategic question:

Differentiators:

Three-year picture:

Strategic bets and implications:

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