A Well-Balanced Annual Plan (Infographic)

By Jessica Wishart

A Well-Balanced Annual Plan

dateSat, Feb 29, 2020 @ 09:00 AM

Many of our clients whose fiscal year doesn't match the calendar year are about to close the books A Well-Balanced Annual Planon another successful year! That means it's time for Annual Planning. Setting aside time to spend a few days with your team to work on the right plan for the new year is key to success. What does that "right plan" look like?

Our team of expert consultants has facilitated hundreds of annual planning sessions over the last decade, so we've seen all the patterns and know what it takes to create a winning plan for the year.

Here's some food for thought about what it takes to have a well-balanced Annual Plan:

A Well-Balanced Annual Plan Infographic final.png

Hopefully, this blog will leave you hungry for a great year ahead! And, if you need help striking that right balance, don't hesitate to reach out to us.

Learn more about our virtual and on-site expert strategic facilitation services.

strategy planning facilitation

Looking for more Annual Planning information to help get you started? Check out our additional resources:

How to Conduct an Annual Planning Meeting

Annual Planning: 9 Tips to Focus & Align Your Team with a Great Plan

How CEOs Can Avoid High-Cost Mistakes in Annual Planning

Best Practices for Annual Planning

Rhythm Systems Annual Planning Resource Center

Photo Credit: iStock by Getty Images

  request meeting with Rhythm Systems

Jessica Wishart


Photo Credit: iStock by Getty Images