Annual Strategic Planning Template — OKR Framework

# Annual Strategic Plan Generator — OKR Framework

Generate a comprehensive annual strategic plan for **[Company Name]**.

- **Company**: [Name and brief description]
- **Industry**: [Sector]
- **Current Stage**: [Startup / Growth / Scale / Mature]
- **Annual Revenue**: [Current or target]
- **Team Size**: [Number of employees]
- **Key Challenges**: [Top 3 challenges facing the company]
- **Last Year's Performance**: [Brief summary — what worked, what didn't]
- **Planning Period**: [Year, e.g., 2027]

### 1. Company Vision & Mission Refresh
- Vision statement (10-year)
- Mission statement (how we get there)
- Core values (5 max, with behavioral descriptions)
- Annual theme / rallying cry (one memorable phrase)

### 2. Strategic Pillars (3-5 max)
For each pillar:
- Pillar name and description
- Why this matters NOW (strategic rationale)
- 12-month target state ("by end of year, we will have...")
- Key metrics for success
- Owner (function/role responsible)

### 3. Annual OKRs by Quarter

**Company-Level OKRs** (3-4 objectives, each with 3 key results)

For each quarter:
- Q1: Foundation objectives
- Q2: Execution objectives
- Q3: Acceleration objectives
- Q4: Consolidation objectives

Format per objective:
| Objective | Key Result 1 | Key Result 2 | Key Result 3 | Owner |
(Key Results must be measurable with specific numbers)

### 4. Department-Level OKR Cascade
How company OKRs cascade to:
- Product / Engineering
- Marketing / Growth
- Sales / Revenue
- People / Operations
- Finance

### 5. Resource Allocation
- Budget allocation by strategic pillar (% or $)
- Headcount plan by quarter
- Key investments / capex
- What we're STOPPING doing (equally important)

### 6. Risk Assessment
| Risk | Probability | Impact | Mitigation | Owner |
(Top 8-10 risks, categorized: market, operational, financial, team)

### 7. Quarterly Review Cadence
- Monthly metrics review format
- Quarterly business review agenda
- Mid-year strategy check-in process
- Annual retrospective structure

### 8. Communication Plan
- How to roll out the plan to the company
- Town hall talking points
- Team-level discussion guide
- Ongoing alignment check mechanisms

---

Generate the COMPLETE plan. Be specific with numbers, timelines, and owners. This should be ready for a board presentation.