Annual Roadmap

You’ve developed a clear vision and solid strategic plan, but perhaps you’re not hitting your benchmarks, or unexpected changes like new leadership or economic shifts have caused you to drift off course. Or maybe your team needs a little more help prioritizing and planning for the upcoming year. We’ve got your back! Our Annual Roadmap Package reviews your progress to date, identifies current opportunities and obstacles, and realigns your strategies and implementation plan to get you back on track and moving forward successfully.

Package Includes:

  • Workshop prep materials for attendees

  • (1) 4-8 hour in-person workshop

  • (1) 2-3 hour virtual review meeting

  • Comprehensive report that:

    • Summarizes key insights from the workshop.

    • Updates your existing Strategic Plan.

    • Focuses on identifying success metrics and prioritized strategies for the upcoming year.

    • Describes next steps for detailed quarterly execution planning with your team.

Why Is This a Valuable Investment?

Life happens, and things don’t always go as planned—but that doesn’t make your original plan irrelevant! Or maybe you have a team of big thinkers and need a little more help with details and prioritization. Our Annual Roadmap Package offers support by:

  • Reviewing your progress to date, celebrating successes and addressing areas for improvement.

  • Adjusting your plan to align with current internal and external conditions.

  • Identifying key metrics and prioritizing strategies for the year ahead.

This package is also ideal for organizations looking to extend an expired strategic plan another year or for leaders who prefer shorter-term planning but still want to make meaningful progress toward their long-term vision.

Want to learn more about our other packages?

Visioning

Strategic Framework

Execution Planning

Need help deciding which package is right for you? Let’s chat!