Tools & Documents1-Year Plan

One-Year Plan

Three to seven measurable goals that define what success looks like in the next 12 months. They must be specific and objectively achievable. They cascade down from the 3-Year Picture and up from the 90-day Rocks.

In Plain English

The 12-month version of where you’re going. Not ‘grow revenue’ — ‘2.4M in revenue with 22% margin.’

What it looks like in practice

The V/TO shows a future date, revenue, profit and measurables for the year, plus three to seven goals that move the company toward its 3-Year Picture.

The common mistake

Setting it at the annual session and never looking again. Review it every quarter and let it decide which Rocks you choose.

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