Annual Planning Framework Roundtable

Topics raised:

• how to plan when working with two different teams 
• what to do when an off-site is cancelled and it’s not harder to collaborate and execute 
• how uncertainty with fundraising can effect annual planning  
• looking at your OKR review cadence to see if adjusting it could improve performance 
• transitioning your company into a company-wide OKR process as the company scales
• getting buy-in and people onboard with annual planning process and decisions
  

Ideas mentioned:

• to start with a Q3 post-mortem to get into the right mindset right before starting Q4 planning
• think about annual planning similar to their strategic planning from a process-standpoint 
• balancing little changes vs trying to make bigger changes 
• key role of Chief of Staff: facilitating discussions and making sure your company is having the right conversations and prioritizing the right things
• two different ways you can set objectives: 1) duality and 2) where objectives are aspirational 
  

Tool mentioned: Ally.io for OKRs

Resources shared:

-2022 Annual Operating Plan webinar and related slides

-A way to bring ideas and people together through collaborative feuds