Two days. No phones. No laptops. No distractions. That's how real annual planning gets done. Most leadership teams try to squeeze planning between daily operations. Big mistake. Here's why getting away from the business is crucial for annual planning: 1. Clear headspace = Better decisions When you're responding to emails, you're working IN the business, When you're planning strategy, you're working ON the business - You can't do both simultaneously. 2. Data driven goals vs wishful thinking Look at historical performance to helps set achievable targets Break down a 3 year vision into a 1 year plan and quarterly milestones to help keep you grounded 3. Team alignment is everything, everyone in the business needs to understand: • Core values driving decisions • 3 year vision • 1 year targets • Quarterly goals • Who owns what We use the EOS framework, we: ✅ Set clear, measurable goals ✅ Align resources with priorities ✅ Create accountability ✅ Track progress systematically If you're not taking dedicated time away for annual planning, you're just scratching the surface. Real growth requires real focus. Thanks to Andrew Stevens for starting us on this journey. I'm also lucky to work with an incredible SLT James Snider 💡, Holly Spooner 🌟, Jack Mercer 💥 , Becky Davies , Kenneth Andersen , Frank Busse Still got to end the year strong 💪 but 2025, lets go! 🔥 ------------------------------------------------------------------- Would you like to know our exact annual planning agenda? Drop me a message. Enjoy this? ♻️ Repost it to your network and follow Chris Muldoon for more!
I'm really enjoying the EOS framework. While not dramatically different from much of the Lean Strategic Planning I've participated in, having been with several manufacturing companies, it puts a nice, tighter simplicity around it. It's been just one of many things I've enjoyed since becoming part of the team at Punch!—The Smart B2B Sales Agency
Good to know!
Failure to plan is planning to fail. Love this mandate - Two days. No phones. No laptops. No distractions.
Certified EOS Implementer® | Facilitator and Coach Helping Tune Businesses and Teams 🎺
2wThanks for the mention Chris Muldoon love to catch up to hear how the Punch year is going.