Align goals, prioritize initiatives, and set your organization up for success
This eBook is your ultimate guide to effective annual planning, offering a collection of proven frameworks, tools, and templates to help you design, implement, and track your organization’s yearly objectives. Whether you're tackling SWOT analysis, creating a balanced scorecard, or mapping out key milestones, this resource provides step-by-step guidance to streamline your planning process.
What's Included:
- 7 Proven Annual Planning Frameworks
- Detailed guidance on how to apply each framework to align your team and achieve your yearly goals.
- Ready-to-use templates for each framework to help you get started quickly and efficiently.
- Practical advice on overcoming common planning challenges and maximizing the effectiveness of your annual plan.
Learn From The Leaders 🏆 in Strategy Execution
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The templates and step-by-step guidance made it easy to align our team and prioritize initiatives.
As a small business owner, I was overwhelmed by the thought of planning for an entire year. This broke everything down into manageable steps. Highly recommend!
The resources in this eBook helped us simplify our annual planning process and focus on what really matters. The templates are easy to use and have made collaboration across departments so much smoother.
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.
