Note from Heather: Hey! Welcome to my annual planning agenda. You can make a duplicate of this page in the top right corner, or just copy & paste the text. This session needs around 2-3 hours to give you lots of space to discuss & decide, and should be done at the beginning of every calendar or financial year.

Yearly Overview (50 mins)

• Vision & Mission 5 mins - Manager run through This is your chance as a manager to inspire, talk through the company vision and mission, then ask 10 mins - Group questions ”Do you feel as though our actions are aligned with the vision & mission of the company?” ”What can we do to be more aligned in 2025?”
• Core Values 5 mins - Manager run through Same as above, recap the core values to your team, explain how important they are 15 mins - Group questions ”Do you feel as though our actions are aligned with the core values of the company?” ”What education do we need to be more aligned in 2025?” ”Which core value do you think as a team we smashed?” ”Which core value do you think as a team we could improve? And how are we going to make those improvements?”
• Financial/KPIs overview - 15 mins

1. ****Manager to run through headline goals, targets, what has been hit and what hasn’t in 2024

Team reflection discussion (45 mins):

In this section, we want to create a sense of ownership from our team. We want to make sure they are heard, and their expertise is put into action for our team’s 2025 plans. Get them to spend 10 minutes writing down the answers to the below questions:

• What 3 things did we do well in 2024 that we should do more of?
• What 3 things did we not do well that we should do less of?
• What are we most excited about for 2025?

Spend the next 30ish mins going through each question one by one, and hear out each person’s answers, write them all up on a whiteboard, and you should start to see patterns Finally, commit to some collective actions as to what you want to focus on/do more of, and what you would like to change for 2025.

Current Projects - Review

This section is to run through all ongoing projects, for each one, ask questions like:

• What are we doing really well with this project?
• Where do we think we can make improvements?

Take down actions

Upcoming Projects - Make Action Plan

Same as above, run through any projects that haven’t yet kicked off

• What should be our starting point for this project?
• Where can we see any potential points of failure? How are we going to de-risk them?