Annual Planning That Drives Execution
One of the biggest challenges in organizational execution is execution drift—the gap between what leadership intends and what actually happens across the organization.
Annual planning is one of the best opportunities to reduce that drift. Done well, it creates the direction, priorities, ownership, and alignment the organization needs to execute.
Chiefs of Staff often sit directly in the space between leadership intent and organizational execution. Depending on the organization, they may design the planning process, coordinate it, facilitate parts of it, prepare the leadership team, synthesize inputs, translate decisions across teams, or help drive execution afterward.
In this practical session, Jeff Martin will walk through best practices across the full annual planning process and the role a Chief of Staff can play at each stage:
Before planning: Prepare the leadership team, gather the right inputs, design useful pre-work, surface the decisions that need to be made, and create the conditions for a productive session.
During planning: Structure and support conversations around direction, priorities, tradeoffs, outcomes, ownership, resources, and cross-functional dependencies.
After planning: Translate leadership decisions across the organization and establish an operating rhythm that keeps priorities visible, reviewed, adapted, and moving forward.
Participants will leave with a practical framework and resource they can use to prepare for, structure, and improve their own annual planning process—and better connect leadership intent to execution across the organization.
About Jeff
Jeff Martin is the CEO and Founder of Collective Genius, which helps CEOs and leadership teams improve organizational execution and reduce execution drift—the gap between what leadership intends and what actually happens across the organization.
Jeff began his career working in the Chief of Staff role inside a fast-growing venture-backed company and has spent more than 25 years helping leadership teams improve how they plan, align, and execute. He is the creator of Peak OS and author of Peak Teams.
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