Annual Planning Service
Keep your strategic plan fresh, aligned, and actionable year after year. From departmental workshops to new training, we help you build your operational plan and keep moving forward.
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Plan Maintenance Made Easy
Revitalize and Realign
Long-term strategic plans need yearly attention to stay effective. Our Annual Planning workshops services help you refresh operational actions, secure team buy-in, and launch your next reporting cycle, so your plan never gathers dust.
Our Annual Planning Workshops
We’ll guide your team through an annual refresh, rebuild your plan, and equip staff with the tools to keep it on track. Check out the key takeaways from our annual planning workshops below.
Year in Review
Reflect on last year’s wins and roadblocks to shape smarter decisions moving forward.
SMART Actions
Facilitated sessions with department leaders to develop next-year actions aligned to your strategy.
Plan and Reports Build
You’re busy. Save time! Let us build out your new operational plan and reporting structure in Envisio.
End User Training
We train your staff on best practices for updates, so they know how and why to keep data fresh.
Flexible Support
Need a pilot for one department, or a full organization rollout? We tailor our services to your scope.
Ongoing Subscription
Available as a one-time engagement or an annual subscription to keep your planning cycle strong.
Sample Workshop
While yours will be tailored to your organization, a typical annual planning engagement blends reflection, action workshops, plan build, reporting cadence decisions, and team training. Sessions can be half or full days – remote or in person.
Kickoff and Review
Look back at accomplishments, challenges, and lessons learned from the past year to guide your refresh.
Facilitated Workshops
We lead sessions to define your next set of actions using the SMART framework.
Operational Plan Build
Together, we create your new action plan and reporting structure, ready for updates.
Staff Training
Train new and existing end users on making quality updates and understanding their impact.
Launch Next Cycle
Get set up to start collecting updates for your first reporting period. Ready to go!
Meet our Coaches
Our professional services team brings proven expertise in action planning, performance management, and strategy execution for public sector and mission-driven organizations.
Workshops That Actually Work
See how our action planning workshops have helped public sector teams create clear steps towards operationalizing their plans.
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“We did our planning this time around in two main steps. We had an external facilitator come in to help us with the big picture, making sure that our mission, vision, and goal levels were solid. And then Rob, our Customer Success Manager at Envisio, actually came and gave our staff a workshop to generate the actions that would best contribute to those objectives. The upper level tiers of the plan were board-driven and the bottom level was staff-driven.”
Kate Mansfield
Mackenzie Valley Environmental Impact Review Board, NT
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“One of the things Envisio has allowed us to do differently with our strategic plan is to have leadership team members and others assigned to areas of responsibility within the plan. Staff have been assigned as owners and/or contributors within Envisio with responsibility for updating assigned strategic plan objectives and action steps quarterly.”
Dr. Nettie Simon-Owens
Chief STrategy Officer, Southern Virginia higher education center, va
Book a Consultation
Book a professional services consultation with our team. We’ll discuss your strategic goals, performance measurement needs, and operational planning challenges—then build a custom roadmap to help your organization succeed.
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