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Annual Planning Session Designer

Design an annual planning offsite that produces decisions: pre-work, the sessions in the right order, and the outputs that survive contact with January.

Design our annual planning session. Context: {{context}} (who attends, how last year's plan went, the big open questions: {{questions}}, duration available).

Design: pre-work that makes the room smart (the 3-page pre-read: last year's honest scorecard, the market changes, the financial reality — sent a week out, with the rule that the offsite doesn't recap it), the session sequence — retrospective first (what last year taught us, without theatre), the strategic questions debated one at a time (my open questions, each framed as a decision with options pre-drafted), THEN goals (goals before strategy is the classic failure), resourcing reality-check against the goals, and the kill list (what we stop doing — the session's hardest and most valuable output). Facilitation mechanics: decision rules stated upfront (consensus? owner decides after debate?), the parking lot, and the output artifact — one page, owners and dates, reviewed monthly.

Fields like {{ this }} are placeholders — replace them with your own details, or let Aria ask you for them.

planning offsite facilitation

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