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Self Managed
Annual Strategy
Annual Strategy Meeting: Description
Review your current strategy, gather inputs, and formulate next year's strategy.
Annual Strategy Meeting: Pre-work
Each leader to complete: Update progress on strategic goals - goal owner Update a
Annual Strategy Meeting: Check-in
Let's check in. Each person answer: 💡 For an alternative check-in, the I-We-It
Annual Strategy Meeting: Review Purpose & Values
Purpose statement Is it working for us? Is it inspiring? Why should people care?
Annual Strategy Meeting: Review Vision
Review your vision and ensure everyone on the team is aligned and facing the same
Annual Strategy Meeting: Review Bullseye & Strat Anchors
Navigate to the bullseye and strategic anchors area on the platform and review th
Annual Strategy Meeting: Review Strat Goals
Check progress on strategic goals Are there any challenges or blockers? Is there
Annual Strategy Meeting: Collate Inputs
1. What are you hearing and seeing that is pertinent to your business and needs t
Annual Strategy Meeting: Score Annual Objectives
For each annual objective: The objective owner should lead the discussion for t
Annual Strategy Meeting: Score Quarterly Objectives
For each quarterly objective: The objective owner should lead the discussion fo
Annual Strategy Meeting: Agree On Priorities - TO BE DELETED
Discuss amongst the leadership team what they think are the priorities for the co
Annual Strategy Meeting: Agree on Annual Objectives
What are the priorities for the next year? What outcomes do we want to achieve in
Annual Strategy Meeting: Set Quarterly Objectives
What are the priorities for the next quarter? Discuss amongst the leadership team
Annual Strategy Meeting: Agree on key messages
A critical component of good strategy and leadership is to communicate clearly an
Annual Strategy Meeting: Set Cadence
Set your cadence for the upcoming year. This will build all the upcoming meetings