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.
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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!
