How to complete your
One Page Annual Plan
Welcome to the Annual Planning walk through page
This page gives you the step by step process you should follow to complete your One Page Annual plan, from P&L budget, to prework through to Annual Plan sign off.
Step 1 - Update your current Annual Plan
Update your current Annual Plan with what has been, or is likely to be achieved this year, and what you won’t achieve.
If you have a Vision/Strategy document, review and update this if necessary.
Step 2 - Create a P&L budget for the next financial year
Complete your P&L budget for the next financial year. If you need assistance, raise this in your next coaching session.
Step 3 - Watch the Annual Planning Prework explainer video
Watch the video below before you start to complete your Annual Planning prework
Step 4 - Download the Annual Planning Prework document & complete
There are 2 versions of the Annual Planning Prework:
- Owner & Team Annual Planning Prework – for those of you who will include your Management or Key Team members in the planning process
- Owner Annual Planning Prework – for those of you who will do the planning process on your own
Choose which prework you will use and download the document using one of the buttons below
Decide who you want to involve and how, then send them the prework document. Set a deadline for the completed prework to be returned to you.
Book time in your diary and the relevant team members diaries for:
- Your own thinking and completion time
- Internal meetings to discuss the completed prework
Step 5 - Watch the context and overview videos below
Step 6 - Download your One Page Annual Plan template & watch all of the completion videos below
Click on the One Page Annual Plan image below to download your template then watch each of the explainer videos.
Vision Statement
The Numbers
The Marketing Section
Strategic Company Priorities
Function / Department Priorities
People
Other
Step 7 - Complete your One Page Annual Plan
Now you have watched the explainer videos, complete your One Page Annual Plan one section at a time.
Step 8 - Review and sign off your One Page Annual Plan
We will review your One Page Annual Plan in a coaching session and when we’re happy that it is complete, we’ll sign it off and agree your Q1 priorities.