How to Build Your Annual Operating Plan

April 11, 2022

February 16, 2022


Governance Mastery


Brett Herkt

An annual operating plan is a prized document – it’s the blueprint for building your organisation in any given year. You wouldn’t build a house without architectural drawings. Unfortunately, many SME CEOs run their organisations with only a sketch of what they are building.

This guide is aimed at CEOs of commercial and not-for-profit organisations with revenues between $2M and $40M and a functioning management/leadership team (i.e., 3+ managers) who don’t have a strong track record of strategic/operational planning. If your organisation is smaller, absorb the principles and scale down the process to suit your resources.

This unique guide includes 7 business templates that will help in your annual planning process. It includes;

  • Annual planning process template
  • Strategic offsite planning guide
  • Facilitation planning guide
  • Dialoge versus debate
  • SWOT analysis template
  • Competitor overview matrix
  • Operation plan presentation template (Powerpoint)

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