Annual Planning
Staring down next year but unsure how to define and plan for success? We can replace madness with method and pandemonium with practice.
We See This All the Time
Annual planning often feels like a last-minute scramble rather than a strategic process. Budgets and vague project plans are hastily submitted in the fall, only to get buried under the chaos of end-of-year activities. By the time the plan is “finalized," it’s a patchwork of outdated goals and incomplete strategies, leaving teams unclear on what truly matters or how to measure success.
This disconnect forces teams to move forward without alignment or focus, which completely undermines the point of the process!
We Meet You Where You Are
The facts & feelings approach cuts through the noise of traditional annual planning processes so that organizations develop a clear, actionable plan that aligns budgets with meaningful and measurable goals, the problems that will most need to be solved to achieve those goals, and the data-informed projects and initiatives to address those problems. This approach sets teams up for success — not just survival.
A Guide for How to Find Value in Your Annual Plan
Creating annual plans can be a long and tedious process, but the resulting document contains real value. If you review the plan through a few different lenses, searching for specific types of information, you can tap into this value!
Download our one-page guide to this process for mine your annual plan for the gold that can reliably guide your work throughout the year.
Our Perspective
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There's Always Next Year
Annual planning is the essential but necessarily challenging work that too many companies defer or underserve. There is a better way.
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Reclaim The Value of Your Annual Planning Process
Annual Planning Processes are dreaded. Don't settle for a box checking exercise. Take back the value with vision, focus and alignment.
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There's Gold to Be Mined from That Thar' Annual Plan!
The annual planning process can be exhausting, which leads to considering its value being realized when the plan is "done." That's a miss!
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Your Budget WILL Get Cut (Everyone’s Is). Turn those lemons into lemonade!
Budget cuts are frustrating, but they can be a catalyst for creativity and focus.
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Why It’s Easy to Yadda Yadda Strategic Planning but Impossible to Avoid the Cost of Apathy
Strategic planning is the obligation we fake & procrastinate our way through annually to avoid the pain of alignment. There is a better way.
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Focus with your OKRs
OKRs are a popular way for organizations to set their goals. This article unpacks how the facts & feelings approach amplifies their power!