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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:
- Engaging Your Team: Strategies to communicate and align the annual plan with every employee's role and responsibilities.
- Building Accountability: Tips on assigning ownership through "Goal Champions" and fostering collaboration across departments.
- Integrating Processes: Practical advice for linking budgets, projects, and data to the annual plan for seamless execution.
- Motivating Success: Ideas for financial and non-financial incentives to drive engagement and performance.
- Staying on Track: Best practices for sharing progress, maintaining momentum, and adapting as challenges arise.
Learn From The Leaders 🏆 in Strategy Execution
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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.
The ideas for integrating budgets and projects into the plan were exactly what we needed to stay on track and aligned.
Invaluable for Team Engagement. The section on creating ownership and motivating staff was really helpful for our organization.
join us for a Featured Webinar
From Chaos to Clarity: How to Run Effective Strategy Meetings
February 20, 2025
Most organizations struggle with strategy review meetings—they either become unfocused status updates, or they get bogged down in endless data with no clear action. That’s why leading organization like New York Power Authority, the city of St. Albert, and Casey Family Programs have transformed their approach, ensuring that strategy actually drives decisions.
In this session, we’ll challenge the way you think about strategy meetings, departmental alignment, and annual reporting. You’ll learn:
📊 Reporting that Drives Performance – How to leverage the strategic frameworks (like the Balanced Scorecard) and initiative management to move beyond data dumping and into meaningful insights.
🔗 Linking strategy to operations – The key to aligning strategic priorities to daily operations so that your departments to ensure everyone at the organization is rowing in the same direction.
🚀 Meetings that Lead to Action – How to structure strategy review meetings that drive accountability, focus, and real decision-making (not just another round of updates).
If your strategy meetings feel like a waste of time, this is your wake-up call. Let’s build a strategy management process that actually works.
