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FREE eBook

15 Steps to a Winning Annual Planning Session

Has it ever felt like your annual planning sessions aren’t as effective as you’d like them to be? It doesn’t have to be that way. This eBook is filled with insights from our world-class former CEOs to walk you through exactly how to succeed at the annual planning process.

Make 2025 the Best Year Ever for Your Company. Start with a Winning Annual Planning Session.

What do you want?

It’s a BIG question. But as CEO, it’s the question at the heart of your business, and how you’ll approach planning for the new year.

While it is tempting to worry over macroeconomic or geopolitical trends that change year to year, the right annual planning process should guide you through whatever situation you may face.

To help you understand how to successfully conduct an annual planning session in a time of uncertainty, we tapped our world-class former CEOs to walk you through exactly how to succeed at the annual planning process for our eBook: “15 Steps to a Winning Annual Planning Session.”

This new Second Edition is updated for 2025 with crucial considerations for AI throughout the planning process.

Our comprehensive guide to annual planning covers:

• How to set expectations and homework beforehand so your team comes to the annual planning session ready to hit the ground running
• What questions to ask to create an annual plan that actually helps you achieve your goals
• How to plan for the unexpected
• A step-by-step guide to executing your annual plan so you can go BIG

Effective annual planning is the most significant differentiator between companies that stay small and companies that get BIG. So, what are you waiting for? Download our guide today and get started!

Download the Free eBook

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