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Strategy

Annual Playbook Template For Company-Wide Success

Every year businesses set up their teams to fail by asking them to build their action plan or playbook for the year ahead.

Why? Because often it is no one’s specific job to own or the owner has only ever done it one way in this business and do not know the ingredients to list on their recipe, aka the right template for the company strategy.

Remember how the best companies win is by having one company-wide strategy, not departmental strategies.

Time For The New Template

Without specific guidance or a template every department across a business does it differently, they rarely collaborate and the business then has 5-10 different departments with different formats making it nearly impossible to understand what the teams are doing and why their actions are important.

OKR’s Fail

Many companies have moved to the OKR model, OKR’s work for some, however, OKR’s do not go into the how or generally the why, this creates frictions at KR levels and individuals are faced with the choice of selecting the company or team OKR or having to select their own KR to hit their targets.

This quickly impacts company culture and introduces “me before we” – individuals putting themselves first before their team, department and the company.

This is just one way the system does not enable you to support your team with the right template and creates instant friction from the start of the year.

7 Step Template

This year I wanted to create a free 7 step template for you and your teams to use and help to shape the year ahead for success and provide a chance to present to each other to enable each department to understand the actions you are going to be taking and the demands on that team.

There are two templates available for you to scroll through and then download for free.

To download once in the Google interface, go to:

File >> Download >> Select your format to download.

The Free Strategy Templates

Docs Template

Slides Template

If you are struggling to build your company strategy get in touch below.

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