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 [next year]?”
• 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 [next year]?” ”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 last year?

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 [next year] plans. Get them to spend 10 minutes writing down the answers to the below questions:

• What 3 things did we do well in [last year] 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 [next year]?

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 [next year].

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?