E147: Taking the Stress Out of Annual Planning

In this episode of De-stress Your Business, Alexis Kingsbury tackles the often stressful end-of-year annual planning process. 

 

He provides practical tips for simplifying the process, aligning your team around shared goals, and creating an actionable plan for 2025. 

 

Alexis highlights the importance of using quarterly reviews, effective tools like SWOT analysis and OKRs, and obtaining structured input from your team. 

 

He also shares strategies to keep your planning flexible and focused, ensuring continuous progress and engagement throughout the year.

 

00:00 Introduction: De-stress Your Annual Planning

01:46 Why Annual Planning Feels Stressful

02:50 Preparing for Annual Planning Throughout the Year

04:21 Tools and Templates for Effective Planning

07:55 Aligning Your Team and Gathering Input

09:45 Structuring Your Annual Planning Meeting

12:17 Creating an Action Plan

14:09 Communicating and Adapting Your Plan

15:45 Conclusion and Resources

 

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Helpful resources:

 

- Template for your annual planning meeting: https://airmanual.link/annual-planning-agenda