Start before the session.
Gather the right inputs, engage partners and functional leaders, and surface the decisions that deserve time together. Build an agenda around your firm’s priorities and capacity.
Live virtual workshop · 60 minutes
Annual planning
that drives
execution.
For venture firms.
Turn your firm’s goals into shared priorities, clear ownership, and coordinated action across investing, platform, and operations.
For platform and operations leaders and GPs · Includes live Q&A
Built for the people
moving the firm forward
- Platform leaders
- Operations leaders
- General partners
What you’ll learn
A stronger planning process.
A more aligned firm.
Bring partners and teams together around what matters most. This workshop covers how to prepare for annual planning, make clear decisions, and connect the plan to the way your firm operates.
Turn discussion into decisions.
Align investing, platform, and operations around focused priorities, measurable outcomes, and clear ownership. Make tradeoffs and dependencies visible while you’re planning.
Keep the plan in motion.
Connect annual priorities to quarterly outcomes and a regular operating rhythm. Keep commitments visible, address issues together, and adapt as conditions change.
Leave with a practical framework
to prepare for and lead your firm’s annual planning process,
with time for your questions.
Your workshop leader
Jeff James Martin
Founder & CEO, Collective Genius · Author of Peak Teams
Jeff has spent more than two decades working alongside founders, leadership teams, boards, and investors to help organizations execute better.
Drawing on his experience facilitating annual planning for venture firms and working with hundreds of teams, he’ll share practical frameworks and lessons you can apply to your own firm’s planning process.
Collective Genius ↗
Helping leaders connect direction, priorities, ownership, and an operating rhythm so teams execute together.
VIA ↗
A community for venture’s operators to learn, connect, and grow alongside the people who make firms run and thrive.
Collective Genius Ă— VIA
Build a plan your firm
can execute together.
Join the VIA community for a practical workshop on annual planning, alignment, and follow-through.
