Discover practical steps and expert tips to ensure a smooth, efficient, and effective annual plan review that aligns with your organization’s goals.
An annual plan review is more than a routine check—it’s a critical opportunity to align your organization’s objectives, measures, and initiatives with your overarching strategy. In Management Guide: Your Annual Plan Review, we provide you with the tools and insights needed to assess your current plan, update key elements, and prepare for a successful year ahead.
Here’s what’s included in this comprehensive guide:
- Step-by-step guidance on conducting a thorough and effective annual plan review.
- Best practices for evaluating and updating objectives, KPIs, and initiatives.
- Tips for seamless reporting to ensure clarity and alignment across your organization.
- Strategies for organizational buy-in to foster alignment and execution of your updated plan.
Learn From The Leaders 🏆 in Strategy Execution
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The step-by-step instructions and best practices made it so easy to identify what was working and what needed adjustment.
ClearPoint nailed it with this one! The templates and tools in this eBook were a game-changer for our team. It helped guide our process and ensured we didn’t overlook any critical elements of our annual plan.
Seeing how other organizations handle their annual reviews gave us the confidence to implement changes that improved our reporting and execution. Highly recommend this resource!
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!
