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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.
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join us for a Featured Webinar
Award-Winning Innovation: Durham’s Community-First Approach to Strategic Planning
March 20, 2025
Let’s face it—strategic planning in government is often overly complicated, slowed down or stuck in bureaucracy, and disconnected from the people it’s meant to serve. Durham County is flipping that script. By putting community voices at the center of their process, they’re proving that strategy doesn’t have to just be a top-down exercise—it can be a dynamic, responsive tool that delivers real impact. With 11 NACo Achievement Awards and a Top 10 ranking in the Digital Counties Survey, Durham has set a new standard for innovation, transparency, and engagement in local government.
Join us for an exclusive conversation with Pat Madej, Strategic Initiatives Manager for Durham County, as he shares Durham's journey of streamlining processes, improving transparency, and making strategic updates easier for their departments. We'll discuss:
🔍 Why traditional strategic plans fail—and how to address common challenges
🤝 Using community engagement to shape priorities, not just check a box
📊 Best practices for structuring scorecards, reports, and automations to showcase progress
🚀 How ClearPoint Strategy has helped Durham build an effective framework for reporting and decision-making
This is not just another discussion about “best practices.” It’s a real look at how local government can rethink strategy to be more transparent, effective, and manageable. We can't wait to see you there, register today to save your seat!
