Guide
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.
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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