The Annual Planning & Workshop Process guide provides comprehensive support for creating a 12-month business plan with multiple investment options. It outlines steps to identify baseline performance, assess current and new initiatives, and facilitate workshops for ideation and prioritization.
Key activities include auditing product performance, conducting feasibility studies, and engaging leadership teams in strategy discussions.
The guide emphasizes collaborative workshops to brainstorm, map, and prioritize initiatives, ensuring alignment with business goals. Detailed templates and structured processes aid in crafting high-level business plans, financial models, and performance metrics, making it a vital resource for strategic planning and decision-making.
Companion templates to support your Annual Planning can be found:
Once you complete your purchase you will receive an email with a link to download the document. Please follow the steps to download and save them to your computer or tablet device
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