Intro to Annual Planning
- What every Venture backed CEO needs to know about Annual Planning
Ashu provides a comprehensive introduction to annual planning with a 10-step annual planning process. It covers: Who should be involved How a financial model should be incorporated Meeting cadence over 2-4 weeks How to navigate trade-offs cross functionally
How to Operate an Annual Planning Process
- The Secret to a Great Planning Process — Lessons from Airbnb and Eventbrite
Lenny provides a process that navigates difficult planning touch-points between executive leadership and individual teams. Importantly, Lenny and Nils share templates used at Airbnb and Eventbrite which help with each step of the process. This is also the longest and most-in-depth article in this learning guide.
- 6 Steps To An Annual Plan That Accelerates Growth
Mark goes through a sample planning process end-to-end, and draws attention to various aspects of planning, including how planning is a litmus test for the quality of collaboration amongst the executive team.
- Planning For Next Year
Fred uses his vantage point of seeing annual planning processes across portfolio companies to provide 6 key tips, covering timelines, collaboration, where strategy adjustments fit in, and how many big bets to make.
Pitfalls of Annual Planning
- Annual Planning is Killing Your Growth – Try This Plan Instead
David describes a few problems with annual planning, such as how it discourages you from thinking about multi-year payoff and you fail to anticipate failure. David's solution is to build a three-year plan based on external benchmarks that involves a search for greatness, and to re-evaluate the plan every quarter.
Annual Planning Case Studies
- The Strategic Planning Process We Used to Align Our 300 Person Team
David covers: • Our ‘Operating Rhythm’ Journey • Participants • Location • Timing • Prep work • Rules of engagement • Technology/tools • Agenda • Output • Company Communication