Annual Planning 2024
Free Resources for Annual Planning
As part of my mission to help people build great companies, I distribute materials each year to help with Annual Planning. These are many of the same materials that I use with my clients but I package them so anyone can use them.
- This YouTube playlist (shown above) provides an overview and four explainer videos of the materials and other resources
- The deck from the presentation contains lots of useful links and can be downloaded and used to work with your team
- This worksheet can be used to plan your agenda
- Annual Planning Help First Session: Click Here if I can help answer questions or introduce you to a great facilitator.
Ninety is software built specifically to help founders and Leadership Teams Build Great Companies. I offer this free session to help you map your current materials into Ninety.
Ninety Quickstart Session (Free):https://calendly.com/jim-haviland/start-your-journey
The Five Videos
Overview (1 of 5)
This is a quick overview of the slides, covering why you have your session, ways to prepare, and links to essential resources. We’ll discuss the importance of these meetings in your overall planning regimen and how it aligns with different business operating systems and growth stages. Following videos includes templates, team health exercises, and tips for successful sessions. This is the overview video. There are three slightly longer videos describing each are in more detail: Why we do Annual Planning & Building an Agenda, Team Health & Planning, Tips & Errors to Avoid when planning your session.
Why Annual Planning 📊? (2 of 5)
In this video, I walk you through the importance of annual planning for a successful business year. Annual planning helps us set long-term goals, align our vision, and make strategic decisions. It’s crucial for ensuring everyone is on the same page and working towards a common direction.
Team Health Section Updates (3 of 5)
Building trust within the team is crucial for better communication and outcomes. I emphasize the Johari window concept to enhance team understanding and engagement. Tasks include sharing personal stories and utilizing assessment tools for self-discovery and team cohesion, and some books to consider as team reading.
Annual Planning Strategies (4 of 5)
In this video, I discuss the importance of annual planning, focusing on aspects like team health, organizational health, and marketplace positioning. I delve into tools like SWOT analysis and Michael Porter’s Five Forces to aid in strategic decision-making. Viewers are encouraged to consider long-term revenue projections, KPIs, and goal setting for effective planning. Action is requested to understand and apply these strategic frameworks for comprehensive planning.
Tips and Tricks with Jim Haviland (5 of 5)
In this video, I share valuable insights on annual planning sessions. I emphasize the benefits of getting off-site for a successful planning session. I discuss the importance of timing, preparation, and learning from past experiences. Viewers are encouraged to dedicate time to thorough preparation for better decision-making. No specific action is requested from the viewers.
How to Create an Annual Plan in 5 Steps
by Kris Snyder
Impact Architects founder, Kris Snyder, guides you through the five steps of how to create an annual plan and how to run an Annual Planning Meeting, including making an Annual Planning Meeting agenda.