On Annual Planning Meetings

This guide details the two-day agenda for a leadership team’s Annual Planning Meetings. Feel free to customize the elements to your Business Operating System (BOS). For non-leadership teams, we recommend a shortened one-day meeting to wrap up the year.

In this guide, you’ll learn:

  • The importance of working on your team’s health
  • How to review, and potentially revise, your team’s or organization’s Vision
  • Processes for establishing new goals covering the long- and short-term future of the organization
  • A system for turning Long-Term Issues into actionable next steps