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.
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
Related resources
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Brief
Annual Planning Meetings
A yearly retrospective and time to plan for new 1-Year Goals, 90-Day Goals (aka Rocks), and their respective KPIs.
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Brief
Quarterly Planning Meetings
This brief details how to run a Quarterly Planning Meeting for any team in an organization.
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Guide
On Weekly Team Meetings
Every team should have a dedicated structure to their weekly meeting — this guide shows you how.