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Strategy & Planning

5 min read

A simpler way to run annual planning

Fewer targets, shorter cycles and honest quarterly reviews beat a thicker budget every time.

Portrait of a team member

Isabel Moreau

Founding Partner

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Annual planning often consumes months and still produces a budget that is out of date on approval.

Fewer, shared targets

Agree a handful of targets that matter to the whole organisation before discussing departmental budgets.

Plan quarterly

Short quarterly reviews let you adjust as conditions change instead of defending an old plan.

Keep it honest

Reward teams for flagging problems early. A plan only works if people can say when it is off track.

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