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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
Strategic Alignment at Scale: How JEA Is Powering Enterprise Success
April 24, 2025
Join us for an exclusive conversation with Kendra Cash, EdD, Enterprise Strategy Specialist at JEA, the largest municipal utility in Florida—and one of the largest in the country—providing energy and water services to over one million residents and businesses in Northeast Florida.
With a workforce of more than 2,200 employees, aligning strategy across such a large and essential organization is no small feat. Kendra will offer insights into how JEA has created organization-wide alignment by tying Strategic Focus Areas to department-level goals, enabling every team to contribute meaningfully to enterprise objectives. In this session, you’ll learn how JEA:
🎯 Aligns Strategic Focus Areas with department-level goals to drive enterprise-wide success
🧠 Leverages change management to create buy-in and shared ownership of strategy
⚙️ Implements systems that keep strategy actionable and outcomes measurable
💡 Supports execution with ClearPoint Strategy as a central hub for visibility and scalable results
Whether you're in utilities, local government, or any large organization navigating complexity, you’ll walk away with tangible takeaways to improve alignment, accountability, and strategic clarity.
