Annual strategic planning is the highest-altitude meeting in the Scaling Up rhythm. Over two days the leadership team revisits the foundation of the business, studies the market, and commits to a theme and priorities for the year ahead. This annual strategic planning template is based on the Scaling Up (Rockefeller Habits) model from Verne Harnish.
Run it once a year, usually as a two-day offsite, before the new fiscal or calendar year begins. Use it when you need to step fully out of operations to review the year, refresh long-term strategy, and set the annual theme, targets, and priorities that everything else in the year will ladder up to.
The leadership team, typically five to fifteen people. Two days offsite gives the room the space to think long-term, debate honestly, and reach real alignment rather than a rushed list.
Open with an honest year in review, then return to the foundation: core values, purpose, and the long-term goal. Study the market and trends, paint the three-year picture, and set this year's targets. From there, define an annual theme with a critical number, agree on three to five annual priorities, and finalize the full One-Page Strategic Plan so every row aligns. Close the second day by translating the year into first-quarter priorities and a cascade plan. The two days move from reflection to strategy to a concrete first quarter.
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960 minutes total · 8 sections
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