06 Yearly Plan

Scope

Objective

The Yearly Plan sets the biggest goal for the coming years and the milestones to get there, so everyone works toward the same result.

At a glance
  • When March, before the new financial year, in place of the Monthly Group Review
  • Where In person, place decided for each meeting
  • Duration Full day (6 hours, plus breaks)
  • Dashboard Open dashboard
  • Lead Founder
  • Attendees
    • Finance Manager
    • Marketing Manager

Preparation

Sr Task When By
1 Plan the meeting and invite all attendees: date, time, place 1 month before Founder
2 Check last meeting's actions: done, or updated 2 weeks before Founder
3 Update the dashboard: latest data, slides in the agreed order. Data owners submit their data before. 2 weeks before Marketing Manager
4 Prepare own slides: result, analysis, actions 2 weeks before All presenters
5 Remind all attendees of the time and their slides 1 week before Founder

Agenda

Goal: one clear goal for the coming years, with milestones and owners.

How: workshop day, led by the Founder. Slides with data follow the same 4 steps as the dashboard meetings: result, analysis, actions, discuss.

Rules and tips: Effective meetings.

Sr Item Time By
1 Check last year's goals and milestones: reached or not, and why 30 min Founder
2 Agree where we stand:
- What do we do now?
- What is good, and what is great?		 60 min Founder
3 Present the finance slides: the cost of a new center 60 min Finance Manager
4 Set the biggest goal, and the big goals under it 75 min Founder
5 Define the milestones to get there, per volume or per function 90 min Founder
6 Repeat all action points: who, what, by when 20 min Founder
7 Present the requirements slide: people, budget, items, resources, support, meetings, interventions 25 min Founder
Total 360 min

Follow-up

  • Record: Actions on the action log slide of the dashboard (who, what, by when, done), plus who did not attend
  • Shared with: All attendees, through the dashboard, the same day
  • Goes to: NA, this is the highest meeting