Annual Planning Framework Roundtable



Oct 22, 2021


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: for OKRs

Resources shared:

-2022 Annual Operating Plan webinar and related slides

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

đź‘‘ PRO Access Only đź‘‘
This content is available for our Pro members. Learn more about the membership and apply to join.

Learn about PRO →