Annual Planning Meetings

This brief provides a concise overview of how to run impactful Annual Planning Meetings (APMs). APMs are a time for teams to review the organization’s Vision and long-term goals, assess the year in retrospect, and plan the new year ahead with 1-Year Goals, 90-Day Goals (or Rocks), and their respective key performance indicators (KPIs).

In this brief, you’ll learn: 

  • How Annual Planning Meetings can align your team and organization
  • Proven agendas for Days 1 and 2 of your APM
  • Why APMs should be conducted outside the office or regular workspace