Annual Plan
The year happened TO me again.
Four numbers, the levers under them, and moves with names and dates, kept live in a product instead of dying in a drawer.
The Annual Plan is a facilitated planning session for owner-operated businesses. You leave with four target numbers for the year, the specific levers that move each one, and dated moves with an owner assigned. The plan then stays live in a product, so it gets reviewed through the year instead of filed and forgotten.
What you get
A facilitated working session that turns "grow the business" into a plan you can run: four target numbers, the two or three levers under each, and dated moves with an owner. Then it stays live, so the plan is a thing you check, not a thing you find in December.
- Four numbers that define a winning year, chosen with you
- The specific levers under each number, ranked by impact
- Moves with names and dates, not vague resolutions
- Kept live in the product, reviewed, not forgotten
See it before you commit
Questions owners ask
- What is an Annual Plan session?
- A facilitated working session that turns broad goals into four target numbers, the levers under each, and dated moves with named owners. The output is kept live in a product rather than a document.
- How long does it take?
- The working session is scheduled as a single focused block. You leave with the plan built, not with homework.
- What makes this different from a business plan?
- A business plan is written once and shelved. This is four numbers and a short list of dated moves, kept live and reviewed, so it changes what happens next quarter.
- Who should be in the room?
- The owner, and anyone who will own one of the moves. Plans fail when the person accountable was not there when it was built.
The plan names the work. When you want it run and not just tracked, that is the back office.