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
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!
