With Timeline View, you can easily track how the pieces of your plan fit together. Not only can you see each task’s start and end date, but you can also see dependencies between tasks. Timeline View is a Gantt-style project view that displays all of your tasks in a horizontal bar chart. Set and achieve goals with Asana Integrated features Goals is an organization-wide tool that helps your entire business set, track, and communicate about goals. Tracking goals in your annual planning template is a great way for individual teams to stay organized, but you can level up your goal-setting process with Asana’s Goals feature. Include space in your template to set and track business, department, and team goals so you can make sure each level of the organization is aligned. For annual planning to work, you need constant visibility into high-level company objectives. Include your team and company-wide goals. Label each task with its respective team-like company planning, finance, and HR. During annual planning, it’s important to know who’s responsible for each step in the process. Indicate which team is responsible for each task. Color-coded custom tags help visualize where each task falls within each annual planning stage. Annual planning often happens in stages-like pre-planning and strategizing, goal-setting, then allocating resources to achieve those goals. Keep annual planning steps organized by bucketing them into different sections-like company planning, department planning, and headcount requests.Ĭreate custom tags to visualize key stages. As you map out the annual planning process, use these best practices to build out your template: Then, use those questions to fill in a rough timeline. What is the order in which those decisions need to be made? What are the major decisions you need to make, and steps you need to take?
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Who will be involved in the annual planning process? To create your own custom-built template, first ask yourself the following questions: How to create an annual planning templateĪnnual planning looks different at every company. Toggle between project views to visualize your annual business plan in different ways-as a standard list, Gantt chart, calendar, or Kanban board. Map out a concrete timeline for your annual planning process.Īssign tasks with specific due dates, so it’s clear who’s responsible for what, by when. Standardize your strategic planning process across departments and teams.Ĭreate a single system of record for the annual planning process, so everyone is on the same page.Įnsure company priorities are top of mind when departments and teams set their own annual goals for the new year. Instead, it’s an exercise that helps everyone-from the CEO to the summer intern-set measurable goals for their work that align with other teams and your company objectives.īy consolidating your annual planning process in a work management platform, you can: That way, annual planning isn’t just something that happens at the executive level. Instead of gathering dust in a spreadsheet, your team and company goals live right next to the work that needs to be done to achieve them.
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According to our research, only 16% of knowledge workers say their company is effective at setting and communicating company goals, and only 26% of workers have a clear understanding of how their individual work contributes toward those company goals.Ī digital annual planning template closes this communication gap by setting and tracking yearly goals where work happens. The benefits of a digital annual planning templateĪnnual planning often happens at the top of an organization and isn’t effectively communicated to everyone. With a standardized action plan and visibility into high-level objectives, you can ensure your organization is aligned from the bottom up. For example, your template could include a timeline for strategy sessions, submitting budget and headcount requests, finalizing department objectives, and more.Ī great annual planning template also includes space to document company, department, and team goals-so your organization’s North Star is top of mind throughout the annual planning process. It helps clarify planning by outlining exactly what you should do-and when you should do it-to craft a successful business plan. What is an annual planning template?Īn annual planning template is a reusable guide that lays out each step in the annual planning process. This is also when they align team and department initiatives to align with overarching company strategy, so everyone in the organization is moving in the same direction.
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During annual planning, leaders set a North Star for what they want to achieve by the end of the year, and develop a roadmap for how they’ll get there. Annual planning is when leaders chart their team’s strategy for next year, including the big objectives their team should aim for.