# V2MOM Annual Planning Template

Purpose: Review the year, refresh vision and values, rebuild prioritized methods and obstacles, and set numeric measures for the year ahead.

- Duration: 240 minutes
- Cadence: Annually
- Participants: Leadership team and key contributors (6-15 people)

## Agenda

- [ ] Year in review against the V2MOM (40 min)
- [ ] Refresh the vision (30 min)
- [ ] Reaffirm or reorder values (30 min)
- [ ] Rebuild the prioritized methods (50 min)
- [ ] Name the obstacles and owners (40 min)
- [ ] Set the measures (50 min)

## Facilitator tips

- Ground the year in an honest review first.
- Keep vision and values relatively stable.
- Rank methods so the top work leads.
- Set measures as numbers with owners and dates.

## Notes

Year in review:

Vision and values:

Methods:

Obstacles:

Measures and owners:

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Free template from OrgTP. Adapt or run it live at orgtp.com/templates/v2mom-annual-planning