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Plan for Success with Ninety

Annual and Quarterly Planning

The Annual Planning Meeting is essential to reset your strategy and align the entire organization.  In this meeting, you’ll advance current 3-Year Goals based on the prior year’s progress, adjust KPIs, and set new 90-Day and 1-Year Goals. 

Run better Annual Planning Meetings with Ninety

Too often, business leaders are so focused on hitting end-of-year deadlines and goals that they fail to proactively engage in Annual Planning.

Sound familiar? Well, we can help.
Running a great Annual Planning Meeting with Ninety is as simple as these 2 tips. You’ll first prep your budget and targets, encourage your Senior Leadership Team to prepare for the meeting, and then run your Annual with the help of Ninety’s tools and disciplines. 

Have a coach?
They will walk you through anything important to prep. Just reach out to ask! Or feeling overwhelmed as you prepare for your Annual? Coaches are an amazing resource and we know lots of them. If we can help you find a coach to lead your session, don’t hesitate to reach out!

chat iconTo speak with someone from our team immediately, use the chat in the bottom right corner of the page, or contact us.

Enter your budget and financial results before the meeting

With powerful data and insights from the previous year, combined with smart measurables in Ninety, you can carefully craft a plan to help hit even your most ambitious targets.

Not sure where to start? Use our new pre-populated KPIs directly in the Ninety Annual and Quarterly meetings tool as a starting point. 

Video Summary

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Decide the KPIs that are beneficial for your team to track on the Quarterly and Annual Scorecard.
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Add 1-3 years worth of previous data to those KPIs. (Hint: Use our recommended list of KPIs)
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Use the forecasting tool in the Scorecard to forecast your goals by quarter for the upcoming year.
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During your Annual, you’ll have the data ready for your strategic discussions.
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Before each subsequent quarterly meeting, you’ll enter the actual numbers and discuss.

Run your Annual
Planning Meeting

Leverage Ninety’s powerful Meeting facilitation tools during your Quarterly or Annual Planning Meeting.

Video Summary

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Take advantage of our customizable, pre-built agenda for both quarterly and annual meetings.
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Run the meeting in Ninety for all to join, or have one dedicated scribe.
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Use "View Tool" to see the Quarterly Scorecard you updated with goals and actuals.
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Document 3-5 points to discuss at your upcoming State of the Company.