Annual Strategy

Annual Strategy Meeting: Description

Review your current strategy, gather inputs, and formulate next year's strategy.

Annual Strategy Meeting: Pre-work

Each leader to complete: Update progress on strategic goals - goal owner Update a

Annual Strategy Meeting: Check-in

Let's check in. Each person answer: 💡 For an alternative check-in, the I-We-It

Annual Strategy Meeting: Review Purpose & Values

Purpose statement Is it working for us? Is it inspiring? Why should people care?

Annual Strategy Meeting: Review Vision

Review your vision and ensure everyone on the team is aligned and facing the same

Annual Strategy Meeting: Review Bullseye & Strat Anchors

Navigate to the bullseye and strategic anchors area on the platform and review th

Annual Strategy Meeting: Review Strat Goals

Check progress on strategic goals Are there any challenges or blockers? Is there

Annual Strategy Meeting: Collate Inputs

1. What are you hearing and seeing that is pertinent to your business and needs t

Annual Strategy Meeting: Score Annual Objectives

For each annual objective: The objective owner should lead the discussion for t

Annual Strategy Meeting: Score Quarterly Objectives

For each quarterly objective: The objective owner should lead the discussion fo

Annual Strategy Meeting: Agree On Priorities - TO BE DELETED

Discuss amongst the leadership team what they think are the priorities for the co

Annual Strategy Meeting: Agree on Annual Objectives

What are the priorities for the next year? What outcomes do we want to achieve in

Annual Strategy Meeting: Set Quarterly Objectives

What are the priorities for the next quarter? Discuss amongst the leadership team

Annual Strategy Meeting: Agree on key messages

A critical component of good strategy and leadership is to communicate clearly an

Annual Strategy Meeting: Set Cadence

Set your cadence for the upcoming year. This will build all the upcoming meetings

Library

Platform Resources

Self Managed