All Hands on Deck: Building an Aligned Annual Plan

A Guide to Getting the Annual Plan Out of the Leadership Office

It's time to make your annual plan everyone's job.

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Creating an effective annual plan is the foundation for organizational success, but true impact happens when everyone in the organization is involved.

All Hands on Deck: Building an Aligned Annual Plan is your guide to transforming annual planning into a collaborative, transparent, and results-driven process. This ebook provides actionable steps and real-world examples to help you align your organization’s goals, engage your teams, and ensure your annual plan becomes a unifying force rather than a standalone document.

Whether you’re starting from scratch or looking to improve your current process, this guide offers insights on how to communicate, implement, and manage an annual plan that drives performance across all levels of your organization.

What’s Included:
  1. Engaging Your Team: Strategies to communicate and align the annual plan with every employee's role and responsibilities.
  2. Building Accountability: Tips on assigning ownership through "Goal Champions" and fostering collaboration across departments.
  3. Integrating Processes: Practical advice for linking budgets, projects, and data to the annual plan for seamless execution.
  4. Motivating Success: Ideas for financial and non-financial incentives to drive engagement and performance.
  5. Staying on Track: Best practices for sharing progress, maintaining momentum, and adapting as challenges arise.

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A Game-Changer for Annual Planning! The practical tips for engaging our team and aligning goals made a huge difference. Highly recommend for any organization looking to elevate their planning process.

Sarah M., Director of Operations

The ideas for integrating budgets and projects into the plan were exactly what we needed to stay on track and aligned.

James L., Chief Financial Officer

Invaluable for Team Engagement. The section on creating ownership and motivating staff was really helpful for our organization.

Maria R., HR Manager

join us for a Featured Webinar

Baldrige Excellence in Action: Strategic vs. Operational Planning with Fort Collins

January 16, 2025

Join us for an exclusive conversation with Lawrence Pollack, Budget Director for the City of Fort Collins, CO, one of only five local governments to ever receive the prestigious Baldrige Excellence Award (2017). In this engaging interview, Ted Jackson, Co-Founder of ClearPoint Strategy, will explore the difference between operational planning and strategic planning, and Fort Collins’ remarkable journey toward achieving organizational alignment.

Discover how Fort Collins:
🌉 Bridges the gap between strategy and operations to empower employees at every level.
📊 Leverages metrics to align citywide goals with departmental performance and budget allocation.
💡 Implements innovative training and reporting structures to foster a culture of accountability and continuous improvement.
🌐 Fosters transparency and engages residents with clear, accessible information through a public-facing dashboard.

This session will provide actionable insights for local governments striving to streamline their planning and reporting processes, improve efficiency, and create lasting impacts in their communities. Don’t miss this opportunity to learn from one of the leading voices in government strategy and planning, and an acclaimed Baldrige Excellence Award winner. Register today to save your seat!

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