Tools & Documents
Annual Plan
A one-page document created during your Annual Planning session that captures your company’s 1-Year Plan, priorities (Rocks), and budget for the coming year. It aligns the leadership team around what success looks like 12 months out.
In Plain English
Your company’s one-year game plan, written on a single page and agreed upon by the entire leadership team.
What it looks like in practice
A leadership team leaves its annual session with a revenue goal, a profit goal, two or three measurables and three to seven goals for the year, all written on the V/TO.
The common mistake
Writing fifteen goals for the year. When everything is a priority nothing is, and the team spends the year explaining why most of them slipped.
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