Once a year, your teams should step outside of working in the business for an annual planning meeting where they'll work on the business. We recommend leadership teams take two full days for annual planning. Most departmental teams only need one day.

Ensure your team has their information in Ninety up to date to prepare for a successful annual planning meeting.

During the annual planning meeting, your team will review your data from every Scorecard with relevant Measurables:

At least a week before your meeting, send your team a To-Do reminding them to have all their Measurables updated.

📖 Learn how to use our Scorecard tool here.

Part of gaining traction involves setting and completing goals. The annual meeting replaces the quarterly, so you'll still be planning for the next quarter's Rocks for your team. You'll also take this time to recalibrate your 3-Year Picture and 1-Year Plan.

Your team members should be prepared to review the previous year's goals and propose targets for the next 12 months.

Similar to quarterly planning meetings, your team will cover short-term and long-term Issues. Some of your team's long-term Issues will become Rocks or annual goals.

Your agenda will also include an opportunity to tackle key Issues. This is when you'll raise, discuss, and resolve the Issues standing in the way of completing your goals for the next quarter.

Leadership teams use annual planning meetings to review, revise, and reaffirm the organization's vision in their Vision tool. Departmental teams may have aspects of the Vision tool that are unique to them; at the very least, they'll need to be prepared to update their goals, Measurables, and Issues.

A SWOT analysis provides a holistic overview of your organization/team and its position in the market. While reviewing your existing SWOT, turn any item into an Issue to discuss by clicking the ellipses and selecting Make it an Issue from the dropdown.

📖 Read Ninety's guide to the SWOT analysis here.

To start your annual planning meeting:

Your team members can quickly join the meeting by clicking Meetings > Join Meeting.

The following agendas are pre-built in your Ninety account. Learn how to modify agendas or create a new one here.

After completing this agenda, click Finish Day 1 on the bottom left of the page. Day 2's agenda will populate in this team's Meeting tool. Simply click Join Meeting to begin. We'll send a meeting recap email after the completion of day 2.