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Annual Planning Facilitation

Drive Success. Magnify Impact. Lead with Confidence.

Annual planning services to help you and your team build a plan for sustainable growth and greater impact.

We specialize in helping leaders and their teams develop and execute strategic plans that get results.

Set 2023 up for success with us today!

Schedule a Quick Consultation

We’ll help you get everyone on your team focused, aligned, and accountable for their 2023 priorities. 

Our service includes:

  • Expert design and facilitation of a custom planning session: Our experienced facilitators utilize creative facilitation techniques, state-of-the-art brainstorming and decision-making tools, best practices, and hands-on exercises to ensure you get the annual plan results you want.
  • Stakeholder surveys: We will design and administer your key stakeholder feedback surveys.
  • Situational Analysis support: We provide you with the tools and support needed to conduct a thorough internal and external assessment. 
  • Access to a set of tools and templates: They include data-gathering guides, evaluation templates, tracking forms, and how-to videos.
  • Ongoing coaching and project management: We guide the process from beginning to end – so you don’t have to.

Your plan will include the following:

  • Annual priorities
  • Annual targets (e.g., KPIs, OKRs)
  • Quarterly milestones
  • Accountability plan

Types of Organizations We’ve Worked With

Our planning services are tailored to the unique needs of each type of organization we work with.

  • Start-ups
  • Small & Midsize Businesses
  • Certified B Corporations
  • Nonprofits
  • Schools / Colleges

Need a long-term strategic plan? Check out our Strategic Planning Facilitation Services

To Learn More, Let’s Talk!

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