How I Do Annual Planning

Layla Pomper at ProcessDriven breaks down the process of Annual Planning into five key segments: Thinking, Goals, Communication, Planning, and Quarterly Revisions. From avoiding common pitfalls to ensuring effective communication, Layla's comprehensive guide ensures a clear roadmap for a successful year ahead.

Here's what we'll cover:
00:00 It's Annual Plan Time
01:32 How to NOT Create an Annual Plan
4:10 Overview of Annual Planning Process
4:35 Part 1: Thinking
16:16 Part 2: Goals
20:39 Part 3: Communicate
24:07 Part 4: Planning
29:12 How to Revise an Annual Plan Quarterly

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#processdriven #annualplanning #businessmanagement

[LaylaPomper]

What's your approach to annual planning? How are you gearing up for 2024? I'd love to hear your tips...

[SuperTilly]

I don't usually comment on YT videos... but as a bookkeeper, it makes me so happy when a business owner can look BEYOND revenue. It's not that revenue isn't important, but it does not tell the whole story. So, thank you!

[ErynMorgan]

I do feel the frustration. I was right where you are. So thrilled to learn from your practice and approach I feel like it can’t help but improve if I consider and try your approach.

[briefing]

You are amazing! I really want to thank you for this video, it clarifies me so much what I'm planning to do personally and at work

[aaronkrasner]

I love this video, it really resonated with me and I'm going to re watch a few times

[swirlytwirlz]

Thank you so much for this incredibly helpful planning video! 🙏 I followed your suggestions (using Notion) to get organized for 2024 and it was a total game changer. 🙌 Please keep the awesome content coming - can't wait to implement more of your genius ideas! 💡 You've helped this viewer get their ducks in a row for the new year. Thank you, Layla! 💕

[blackunicorncreative]

I love this take on annual planning! I have sat through this process with previous leadership and now that I have influence on the process, I really think it's important to map out the year in a way that makes us feel good about the work and really see the impact of our efforts. Thanks as always for the transparency!

[fullsleevetats]

Fantastic and timely video on the importance of that annual review, not just to crispen up the next year's goals, but review what went well, what didn't, and how to do better. Quick question though: What mind mapping tool did you use to create this vision? It doesn't look like XMInd, ClickUp or Miro... what is it? :)

[pepiccione]

This is GENIUS....you "literally" were talking to me.

[Betreuerschmiede]

Thanks for the video. I will try your approach right this year

[annayounger]

Oooo I can’t wait to use this process for my annual planning this year. Can you please expand on what you mean by “task out” under What of planning. Do you fully list out all the tasks for each project at this point of planning? Thanks for another great video 😊

[swirlytwirlz]

40 seconds in and it's hilarious as hell 😂 That depiction is on point, Layla.

[esthercraft]

Such a great video and appreciate your step by step tutorial and accompanied by your authentic transparency commentary ❤. Can I ask what is the whiteboard tools that your using in this video and can you do comparison series of whiteboard apps. I use ClickUp but I find it extremely laggy and features not that great

[dixztube]

You and coder coder have the best voices. I just enjoy listening to you talk. The subject not so much lol

[altruologist]

Very impactful tutorial - well paced and relatable. I am interested in the apps you are using in the video, I really like the visual approach.

[richardgabbrielli]

Thanks for sharing your process! It's reassuring to find people who think the same way I do! I find so many people don't value the Thinking/Strategy part of and just rush through things without any thinking or planning.
Nice format for the video btw, is this Milanote?

[hushshot]

What a great video, love it! Lots of useful tips :) Also, what is flowcharting program you are using?

[qdoqnde]

Awesome video - thanks for that. Only the link to the article leads to a 404 page.