Terms that appear with an asterisk (*) are configurable and may differ from your Ninety. Explore our glossary of terms.
Run an Annual Planning Meeting (APM)* in Ninety with these tips.
Starting Day 1
When a user starts a new meeting, Day 1 is activated by default. The meeting runs similarly to the Quarterly Planning Meeting* and the Weekly Team Meeting* with a few additional sections. Additional sections include but may not be limited to,
9 Core Competencies Review*
Upon completing Day 1, no recap email is sent, and no ratings are taken.
Tip: The APM* Recap/Ratings are covered after Day 2.
Starting Day 2
After clicking Finish on Day 1, Ninety reverts to the Meetings* page with a prompt to start Day 2 in the Active Annual Planning Meetings* area.
Don't forget that the SWOT* is visible in the Vision* outside the APM*.
The Facilitator for the APM* Day 2 follows the following format,
Objectives: provide an overview of the outcomes expected from the day's meeting.
Check-In: reflect on Day 1 and resolve any remaining concerns.
3-Year Goals: recap any new or updated 3-Year Goals.
1-Year Goals: brainstorm, condense, and elect 1-Year Goals.
90-Day Goals: ideate the SMART Rocks* needed to win the next quarter.
Long-Term Issue: raise, discuss, and resolve (RDR)* the Issues affecting the next year.
Next Steps: review the To-Dos* created throughout the day.
Conclude: share the major takeaways from the day and rate the meeting.
For more about Annual Meetings, check out the 90u Library.
After the APM*
After all the accomplishments from the APM*, we recommend planning a State of the Company meeting within two weeks to share the updated Vision* with the entire organization. The APM* is a crucial piece of the puzzle to keep organizations focused, aligned, and thriving.