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Annual Business Plan

Formulating a Winning Annual Business Plan

Even organizations with clear and sound long-term visions and strategies sometimes have difficulty driving out their annual business plan. Too often, the “plan” is really a set of financial targets and a few “statements of intent”, or one or more organizational leaders or departments are not aligned.

Questions:

  • How are we going to hit this year’s numbers?
  • Based on our long-term strategy, what do we need to do this year?
  • How can we get all parts of the organization focused on the same set of plans?

Deliverable:

An annual plan document developed with input and agreed to by all leaders/functions.

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