Planning for Success: A Guide to Strategic, Annual, and Quarterly Planning

Confessions of a Terrible Leader

In this episode, Layci and Mary discuss the importance of strategic, annual, and quarterly planning for organizations. Layci also shares some tips on how to effectively implement these planning processes.

Key Takeaways

Strategic planning is essential for setting a clear direction for the organization and aligning the leadership team.

• Annual planning builds on the foundation laid by strategic planning, ensuring accountability and clarity in execution.
• Quarterly planning helps to maintain momentum and alignment within the team, and ensures that the organization is on track to achieve its goals.

Additional Points

The three types of planning are interconnected and should be used together to achieve the best results.

• It's important to involve all stakeholders in the planning process, including employees, customers, and suppliers.
• The planning process should be flexible and adaptable to change.

Thanks for listening! We hope this episode has been helpful. Be sure to subscribe to our podcast for more tips and insights on planning for success.

We encourage you to start planning for your organization today! If you need help getting started, we'd be happy to provide some resources.

Additional Resources

https://www.transcendleadershipcollective.com/planning

Confessions of a Terrible Leader is hosted by Layci Nelson and produced and edited by Fixation Point Productions. Music is by Leif Olsen and Mary Skop from the band “The Number of Months.”