# Annual Strategic Planning Template

Purpose: A two-day offsite to review the year, refresh core values and long-term strategy, set the annual theme and targets, lock annual priorities, finalize the One-Page Strategic Plan, and translate it into Q1. Based on the Scaling Up (Rockefeller Habits) model.

Duration: 960 min | Cadence: Annually | Participants: Leadership team (5-15 people), two-day offsite

## Agenda
- [ ] (90 min) Year in review
- [ ] (90 min) Core values, purpose, BHAG
- [ ] (120 min) Market, SWOT, and trends
- [ ] (120 min) Three-year picture and targets
- [ ] (90 min) Annual theme and critical number
- [ ] (150 min) Annual priorities (3-5 rocks)
- [ ] (150 min) One-Page Strategic Plan finalize
- [ ] (150 min) Q1 priorities and cascade

## Facilitator tips
- Block two full days offsite
- Anchor the year in values and purpose first
- End with Q1 priorities for traction
- Finalize the one-page plan in the room

## Notes
Annual theme:
-

Annual priorities:
-

Q1 priorities:
-

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