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Annual Planning Sessions
Annual Planning Sessions
6 questions
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Nicole GergonEOS Events
Events Leader & Community Manager

Hi Amanda, yes there is! The annual planning agenda is in the book Traction. Day 1 is on p. 184 and day 2 is on p. 187.

Philipp Maucher
Director of Engineering as Marketing / Head EOS (Self-)Implementer
Voted for Marry them to the calendar year (December/January)

I'm with preceding comments on this: schedule your annuals in line with your calendar or financial year. We try to do our Annuals in early December of the current year.

On planning, I want to add:

  1. Prepare rigorously. The better the preparation (financial planning, preparation of key metrics / measurables, forecasting), the better the quality of the annual planning. No harm in sharing all information prior the planning meeting.
  2. Plan and align operating cadences. For instance, your financial and sales cadence should be aligned, so your product and marketing cadence. All four calendars then should be snapped together. David Saks... (More)
Voted for Marry them to the calendar year (December/January)

We started implementing last year and hold our quarterlys/annuals in the first week of each quarter because it feels clean, but we aren't sure it's working well yet due to biz-related work at the start of each quarter. Our second choice would be offsetting it by one month (Feb/April/July/Nov).