8 steps to your best annual plan ever

Includes Checklist!

Tired of stressful annual planning that’s ineffective in the long run? Transform your planning process and achieve your most successful year yet using the proven 8-step method outlined in our comprehensive ebook – plus, an actionable checklist to guide you through every step.

8 Steps for Your Best Annual Plan
The Ultimate Annual Planning Playbook

Discover A Better Way to Plan

This playbook isn't just a guide: It's your roadmap to success. Imagine a year of fewer surprises, accurate projections, and better performance. The Ultimate Annual Planning Playbook has the power to transform your organization's annual planning and propel you toward success.

Why You Need This Playbook

Ready to unlock your path to strategic excellence? Download “The Ultimate Annual Planning Playbook” now and lead your organization to a year of record-setting achievements.

A Peek Inside

Get Planning Right From the Outset

Planning isn’t something to be afraid of. While we might never be able to create the “ideal” method for planning, there’s an easy to follow eight-step process to ensure your annual planning is aligned across departments and throughout the various levels of your organization.

Some other outliers to consider when choosing a baseline:

Remember, your business must grow faster than the market for long term success. In fact, a SaaS Capital survey of 1,200+ B2B SaaS software companies indicated a median growth rate of 35% in 2022. If you don’t understand the overall market growth, planning for faster organization growth becomes difficult, if not impossible.

Checklist 2

Step 3

Model Forward

With a baseline established, logic should be applied in order to model what the future will hold. A standard mathematical method for such evaluation would be linear interpolation, a method for using your known data points to project future data points. This is one-way you can understand where trendlines are taking the company.

The analysis should include seen and unseen pipeline. Seen pipeline refers to the deals currently forecasted in your CRM software. Unseen pipeline, on the other hand, includes deals not yet in your CRM system. Those engaged in planning may not know unseen pipeline yet but they can use baseline data to predict what should happen–aka what deals should appear in the funnel—in future months and quarters. You’ll want to ensure that you are modeling from the earliest TOFU entry point because only then will you have the most accurate information for your projections.

As you model forward and plan for the year, be wary of attribution wars. Too often, Partner, Sales, Marketing, etc. can get over-occupied with attribution, sometimes fighting amongst themselves to get credit for bringing in a TOFU lead. While attribution may be a concern, save it for other meetings. While planning, stay on task: The plan is not about who gets credit. The plan is about driving revenue.

As you model forward and plan for the year, be wary of attribution wars.

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Learn how you can plan with confidence from the outset.

8 Steps for Your Best Annual Plan
The Ultimate Annual Planning Playbook