Subsequent to the strategic planning, I do the annual planning to structure the upcoming year. I use the strategic planning as basis and I try to select not more than three to five goals – maximum one per area – to focus on.
To ease the planning process, I use a table with the following columns:
Dream: Copy and paste the selected dream from the strategic planning. Again, let us use “visit all seven continents” as an example.
Measure: Copy and paste the measures to realize the dream that are assigned to the upcoming year. In the context of the dream “visit all seven continents” it could be a measure called “Travel to Australia”.
Steps incl. effort: I brainstorm the steps to realize the measures and estimate the effort. For example “Plan journey (30 hours)” and “Perform journey (4 weeks)”. I do not brainstorm all activities within these steps, I only do a rough estimation of the necessary activities and their effort.
Timeframe: I schedule these steps throughout the upcoming year as basic planning to know when I want to work on what steps. In the context of the Australia example, it would be possible to plan the journey from January to April and to perform the journey in May and June.
Selecting the measure and planning it helps me to make up my mind for the next year. This simple table is the reference that I use within the “Operational planning” during the year.