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It is time to start organizing your Annual Team Planning Session.

Mar 30, 2020

As we move into Q4, it is time to start organizing your Annual Team Planning Session.

Here are few best practices for preparing a team planning session for venture-backed technology companies.

1. Define your Planning Team - Core Team or Leadership Team
2. Schedule a Pre-Planning / Pre-Camp Meeting - Share agenda and prep-work ahead of the planning session
3. Leverage Core Planning Elements to your Annual Planning Session - Expectations, Team Survey, Roles and Responsibilities, Three Year Vision, One Year Plan, Team / Functional OKRs and KPIs
4. Provide Team Prep-Work in Pre-Camp - Actionable steps to support both bottom up and top down planning
5. Select your Location and Logistics - Online Planning and Face to Face Planning Sessions
6. Select your Facilitator - Internal guide ceo/founder or trained facilitator with a proven planning methodology and system that fits your organization and culture
7. Organize Agenda into a Central Tool or Resource to Capture Planning activities - Such as a Leadership Team Dashboard
8. Share Session Best Practices - To insure an efficient and effective meeting that stays on course
9. Organize Pre-Planning CEO 1:1s - Touch base on prep prior to the planning session
10. Schedule and Implement a Post Planning Weekly Meeting Structure - Focused on solving problems and staying on course

Uplift your Team with a Free Peak Team Assessment and 20 minute Strategy Session to prepare for your Annual Planning -

Keep Climbing my friends. 🚀⛰

"Individual commitment to a group effort--that is what makes a team work, a company work, a society work, a civilization work." - Vince Lombardi

Every successful venture has a high performing team that makes the difference between landing on the moon and getting stuck on the launchpad. 

All the tools to build and execute your plan with Rucksack:

Collective Genius Peak Planning for venture-backed technology companies and venture capital firms 

Elevate your team with decades of best practices and tools from successful venture-backed CEOs, founders, and investors with the Peak Operating System™

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