Annual Planning Agenda
Use this agenda to add structure to your work session and to ensure your staff is on the same page during your annual planning meeting.
What’s inside this Annual Planning Agenda:
Review preparation documents for the meeting and learnings from this year.
2🔜 Long term strategy
What is our current strategy and how we will move forward?
- Review strategy
- Specific discussion topics
- Winning moves and 3-5 year plan
3👀 Common vision
Discuss the vision for the future and what a successful year will look like.
4📅 Action plan
Share the annual and quarterly action plans.
4🗣 Communication planning
Share ideas about how will we communicate the vision to the rest of the organization.
- Cascade plan
- Communication plan
5✅ Next steps
What are the next steps after this meeting?