Annual Planning · Plan Rhythm

Achieve Your Goals and Drive Revenue with an Actionable Annual Plan

As CEO, it’s your job to deliver an annual strategic plan that outlines your goals and provides a roadmap to achieve them. Rhythm coaches make sure everyone is focused, aligned, and executing with Super Green accountability.

20+
Years experience
40K+
Plans executed
486K
Goals achieved
$11B+
Valuation created
What Our Clients Say
“Rhythm transformed how we plan and execute. We hit 140% revenue growth in a single year — something we never thought possible.”
DK
David Kim
CEO, BioPlus Specialty Pharmacy
486K+
Priorities executed
40K+
Leaders coached
$11B+
Revenue impacted
Trusted by mid-market leaders at
AvidXchange BioPlus WorldEmblem Metromont

How Many Annual Plans Fail?

67% of Annual Plans Fail.
We Deliver Proven Success.

300%
Increase in Productivity
AvidXChange
140%
Revenue Growth
BioPlus
40%
Increase in Sales
WorldEmblem
100%
Revenue Growth
SIMMS

The Foundation

Annual Planning lives in the Plan Rhythm.

Think Plan Do® is Rhythm’s patented strategy execution system — a three-phase cycle that separates visionary thinking from day-to-day doing, with intentional planning in between. Annual Planning is Phase 2: where your 3–5 year vision becomes a 12-month roadmap your whole team can execute.

Think Rhythm
How do you create a strategy worth executing?
Think big. Plan far.

The Think Rhythm is dedicated time to work on the business, not just in it. Your leadership team develops the 3–5 year vision, sharpens your core strategy, and identifies the winning moves that will drive growth — so annual planning starts from clarity, not guesswork.

Explore the full Think Plan Do® methodology →
3–5 Year Strategy · Think Rhythm
Winning Moves
  • Define your Core Purpose and Brand Promise
  • Choose 3 winning moves for revenue growth
  • Pressure-test big ideas before you commit
  • Align the exec team on the destination
Plan Rhythm
How do you turn a 3–5 year strategy into a winning year?
Focus annually. Align quarterly.

The Plan Rhythm translates your strategy into a 12-month picture everyone can see — and a set of quarterly milestones that ladder up to it. This is where cross-functional priorities get negotiated honestly. The 4-Quarter Flyover lays the entire year on one page so your team can see how every quarter fits the puzzle, then turns annual plans into measurable progress.

Explore the full Think Plan Do® methodology →
Annual Plan · Plan Rhythm
4-Quarter Flyover
  • Q1 · Launch new product line by March 31
  • Q2 · Expand into two new markets
  • Q3 · Hit $X ARR milestone with 80% retention
  • Q4 · Annual review & next-year reset
Do Rhythm
How do you keep execution on track week after week?
Execute weekly. Adjust fast.

The Do Rhythm turns your annual plan into a 13-week race. Teams review Red-Yellow-Green statuses in weekly meetings, spot problems early, and adjust before small slips become missed quarters — keeping everyone accountable to the plan you built together.

Explore the full Think Plan Do® methodology →
13-Week Race · Do Rhythm
Weekly Execution Cadence
  • Weekly adjustment meetings with RYG statuses
  • Live dashboards for priorities and KPIs
  • Escalate blockers before they derail the quarter
  • Celebrate Super Green wins as a team

How to Facilitate a Winning Annual Plan: 5-Step Guide, Checklist, and Templates

Turn your next annual planning session into a focused, high-impact strategy meeting with this practical guide.

Download Now
Annual planning toolkit

Why Facilitation Works

Hiring a Facilitator is crucial.

The right facilitator doesn’t just run a meeting — they help your team make better decisions, reach genuine alignment, and produce a plan that’s actually executable.

01
Ask the right questions that help you make breakthroughs
Our certified facilitators are trained to surface the decisions that move the needle — not just moderate discussion.
02
Evaluate your ideas and identify the strategy that drives impact
We help you cut through the noise and focus on the 3–5 priorities that will truly move your business forward.
03
Build an execution-ready annual plan in sync with your 3–5 year goals
Every plan includes named owners, SMART success criteria, and a 13-week execution cadence from day one.
04
Review your performance and learnings from the past year
We begin by grounding your team in data — what worked, what didn’t, and what it means for next year.
05
Test your annual plan for strengths and weak spots
We stress-test your plan using proven Rhythm frameworks before you take it to the full company.
06
Break your company plan down to quarters and weeks
Your strategy becomes a living system — from annual goals to quarterly priorities to weekly team accountability.

Meet Our Certified Rhythm Facilitators

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The Complete Solution

Everything you need, all in one place.

Some companies specialize in coaching. Others focus on software. Only Rhythm combines a proven methodology, embedded human coaching, and AI-powered software into one cohesive package.

The Foundation Think Plan Do® Methodology The only patented strategy execution framework — built to close the loop from annual vision to quarterly priorities to weekly execution.
The Technology Rhythm Intelligence™ Software AI-powered planning, smart goal writing, and a 24/7 strategy coach. The first AI built specifically for strategy execution, trained on 486K real priorities.
The Expertise Consulting & Coaching Certified facilitators and former CEOs who’ve sat in your seat — embedding in your business to tailor every strategy to your specific goals and market.
Rhythm Software · 1 of 7 capabilities
The Platform

Ensure Your Team Is Executing Your Plan

Our cloud-based, AI-powered platform gives your entire organization visibility into the strategic plan and breaks it into departmental and individual priorities, KPIs, and tasks — quarter by quarter, week by week.

Q3 Execution Dashboard
82%
70%
56%
31%
93%
4.8 on G2 #1 Rated Ease of Use 4.8 on Capterra
Real Results from Real CEOs

Rhythm customers compound —
year after year.

+48%
New business growth
“Rhythm gave us the operating cadence to win deals our competitors couldn’t even see. Three quarters in, our pipeline was unrecognizable.”
MSP360 · Cybersecurity
Improvement in forecast accuracy
“Margin-of-error dropped 50%. The board stopped asking when we’d hit our number — and started asking what we’d do with the upside.”
Drake · Industrial Services
140%
YoY revenue growth (3 yrs)
“We didn’t just hit our plan, we did it three years in a row. Rhythm is the closest thing to an unfair advantage we’ve ever had.”
BioPlus · Healthcare

We’ve helped thousands of mid-market companies grow and get ahead the past two decades.

These sessions reminded us of our strategy and the broader mission that we were fighting for and trying to build. It allowed us to be highly aligned so that we could communicate and collaborate faster to solve whatever crisis we faced, and achieve better results… this is what it takes… to build a great and long lasting growth company.
Michael Praeger
Michael Praeger, CEO, AvidXchange
Rhythm gave us the operating cadence to win deals our competitors couldn’t even see. Three quarters in, our pipeline was unrecognizable.
David Mellon  Featured Speaker 2022 Breakthrough
David Mellon, CEO, MSP360
We didn’t just hit our plan, we did it three years in a row. Rhythm is the closest thing to an unfair advantage we’ve ever had.
Prochant Case Study_Joey Graham Headshot
David Kim, CEO, BioPlus Specialty Pharmacy
WE PUT SKIN IN THE GAME

Give us 14 days. We’ll guarantee Exec Team alignment on your top 3 priorities.

Not satisfied? Pay only what you believe is justified.

WE PUT SKIN IN THE GAME

Give us 14 days. We’ll guarantee Exec Team alignment on your top 3 priorities.

Not satisfied? Pay only what you believe is justified.