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Free Live Virtual Workshop

Annual Planning That Drives Execution.

Organizational execution is the missing link in annual planning.

A great annual plan is only the beginning. Learn how to turn priorities into organizational alignment, clear accountability, and an operating rhythm that keeps teams executing and adapting throughout the year.

Thursday, October 29 9:00 AM PT Live on Zoom

Reserve My Free Seat

For founders, CEOs, COOs, and leadership teams. Practical insights + live Q&A.

Collective Genius Workshop

From Planning
to Execution.

OCT 29

Clarity

Define direction and priorities.

Alignment

Connect leadership and teams.

Accountability

Establish outcomes and ownership.

Operating Rhythm

Execute, learn, and adapt.

Venture Partners Joining Us

Crosscut Ventures

Bonfire Ventures

Matchstick Ventures

Techstars

What You'll Learn

Make annual planning the starting point for better execution.

A practical approach for connecting the annual plan to the people, priorities, decisions, and day-to-day work that determine whether it succeeds.

01 / DIRECTION

Turn strategy into priorities.

Move beyond financial targets to a clear one-year organizational plan with focused, measurable outcomes.

02 / ALIGNMENT

Bring the organization along.

Connect leadership decisions with functional teams and cross-functional work so everyone moves in the same direction.

03 / OWNERSHIP

Make accountability clear.

Establish who owns outcomes, how progress will be measured, and how teams stay accountable for commitments.

04 / EXECUTION

Keep the plan alive.

Create an operating rhythm that connects priorities, meetings, decisions, learning, and adaptation throughout the year.

The Missing Link

A static annual plan isn't enough anymore.

Financial targets and strategic priorities matter. But as conditions change, plans often drift away from the work happening across the organization.

The missing link is organizational execution. Leaders need a practical way to translate direction into coordinated action, maintain visibility, and adapt without losing momentum.

This workshop connects the annual planning process to what happens after everyone leaves the planning session.

From Annual Plan to Operating Rhythm

Annual Direction Where are we going and what matters?

90-Day Priorities What outcomes must we achieve next?

Weekly Execution What is progressing, blocked, or changing?

Learn. Adapt. Execute. Keep the organization moving together.

Your Workshop Leader

Jeff James Martin

Founder & CEO, Collective Genius

Jeff has spent more than two decades working alongside founders, CEOs, leadership teams, boards, and investors to help organizations execute better.

Drawing on his experience with hundreds of teams, he'll share practical frameworks, real-world examples, and lessons leaders can apply to their own annual planning and execution.

Author, Peak Teams Creator, Peak OS™ 20+ Years of Experience

Build a plan your organization can actually execute.

Join us for a practical conversation on what it takes to turn annual planning into clarity, alignment, accountability, and consistent execution.

Thursday, October 29 · 9:00 AM PT · Live on Zoom

Education first. No sales pitch. Practical insights and live Q&A.

Annual Planning Workshop Oct 29 · 9:00 AM PT · Free