strategy

Annual Strategic Planning

3 numbers. 3 commitments. 3 risks. One page.

Half-day in December. Quarterly 60-min review.

What it is

December planning ritual that produces a one-page operating plan for the year ahead.

When to use it

December annually. Or any time you've gone 12+ months without structured planning.

How it works

  1. 1.3 numbers: what KPIs define success this year (just 3)
  2. 2.3 commitments: what 3 things will you ship to move those numbers
  3. 3.3 risks: what 3 things could derail the plan
  4. 4.One page. Print. Tape to wall.

Outcome

Forces the discipline of deciding what matters. Quarterly review keeps it alive.

Want this tool applied to your business?

Available inside Profitable Business or in any fractional advisory engagement.

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