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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
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.
