On the Annual Planning Support Call, Brian Snider emphasized the importance of a strategic, one-page or 90-day plan to stay on track with goals, using tools from cgforecastingtools.com to enhance planning methods. He introduced the upcoming 2025 forecasting session, guided by one-year plans, and highlighted the value of defining core values, long-term vision, and KPIs. Snider advised teams to understand their main revenue sources and core customers, track KPIs monthly, and follow a flexible hiring timeline for lead managers. He encouraged a “start, stop, continue” exercise for 2025 planning and open communication for team alignment. Specific topics are discussed as well, such as:
· How can a one-page plan improve team alignment and focus?
· How does using a forecasting tool enhance strategic planning?
· How should teams prioritize their core customers and primary revenue sources?
· How can teams use a color-coded system to effectively track KPIs?
· How flexible should the hiring process be when onboarding a lead manager?
· How can the “start, stop, continue” exercise support annual planning for 2025?
· What are the key elements included in a one-page business plan?
· What are the benefits of focusing on core values and long-term vision in planning?
· What tools or resources are available on cgforecastingtools.com for strategic planning?
· What steps should teams take to assess their progress on KPIs each month?
