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.

• Slide 1 - Outlines the objectives of the process
• Slide 2 - Steps you through the high level process that takes you from audit to final approval
• Slide 4 + 5 - Workshop detailed guide
• Slide 6 -9 - Blank templates to use during the workshop
• Slide 10 - Links to other templates available to support your annual planning

Companion templates to support your Annual Planning can be found:

• Annual Planning Audit Template
• High-level business plan
• Financial model