How does the focus and facilitation of our two-day annual session with you differ from our regular one-day quarterly sessions, and what pre-work is required from our team to ensure we do not waste that time?

Question

Tyler Smith · Accepted Answer

While a quarterly session is focused on reviewing the past ninety days and planning the next ninety, our two-day annual planning session is a deep, strategic reset. We take a step back from the tactical grind to look at the big picture.

On day one, we focus heavily on team health, personal alignment, and a thorough review of the past year. We evaluate your long-term vision and update your V/TO. This includes looking at your market positioning, your target market, and your core values. We make sure the foundation of your business is absolutely solid.

On day two, we pivot to the future. We establish your strategic goals for the next twelve months and lay out the plan to achieve them. We then break that plan down into concrete quarterly Rocks for the upcoming quarter.

To make these two days highly effective, your team must complete specific pre-work. This includes reviewing your past performance, gathering customer and employee feedback, and thinking deeply about your industry opportunities and threats. You must come to the table ready to engage in intense, strategic debates so we can align the entire organization for the year ahead.