Annual Planning
Building the Annual Planning Initiative
Last Updated: August 11, 2025Welcome to the annual planning season. To ensure your annual planning season is the most productive and best ever, the first step is to get organized, and Propel Your Business can help you do just that. Our first order of business is to create our annual planning initiative. We can do that by going to...
Pinning the Pinning the Annual Planning Playbook to Your Resources
Last Updated: August 11, 2025To help us stay organized in the annual planning process, we’re going to want to pin our Annual Planning Playbook Handbook to Propel Your Business. We can go ahead and click on Resources and then add a resource here. I can add the Annual Planning Playbook, pin it to the meeting series where I’m using...
Reflect, Update, and Plan This Year’s Goals On Your Health Score
Last Updated: August 11, 2025The next step in our annual planning process in Propel Your Business is to reflect on your health score or update your health score in the software. When I land on my company, I’m going to go to the Health section. If you do not see this tab or do not have a health score...
What Is My BHAG Year?
Last Updated: August 11, 2025You have now come to the place in your annual planning handbook that asks you: What year is your planned BHAG goal complete? Or, what year do you accomplish this BHAG goal? Propel Your Business can help you identify that. First, your BHAG is your Big Hairy Audacious Goal. When we land on our Company...
Revisiting Your Long Term Goal and Path To Achieve It
Last Updated: August 11, 2025You’ve reached the point in your annual planning handbook where it’s time to revisit and reflect on your long-term vision or long-term goal, and the path toward accomplishing it. Propel Your Business can help you do this. First, we land on the Company Goals. When we log into the software, we’re going to go to...
Inputtting Company Goals
Last Updated: August 11, 2025You’ve reached the point in your annual planning process where it’s time to input your planned annual company goals. If you are a member of the company who does not have access to Company Goals, there is a separate video series on how to input Performance Goals. Although both dashboards function in the same way,...
Inputting Company KPI’s
Last Updated: August 11, 2025We’ve come to the point in the annual planning process where it’s time to enter our additional KPIs into our Company Goals dashboard. First, when we log in to Propel Your Business and land on our Company Goals page, we’ll see the dashboard. If you don’t see the Company Goals dashboard and believe you should...
Yearly Performance Goals For Departments, Teams or Individuals
Last Updated: August 11, 2025It’s come time in the annual planning process for our departments, teams, or individuals to enter their yearly goals. These goals are measured on a month-over-month basis. This dashboard looks very similar to the Company Goals dashboard we’ve seen in previous videos, with one key difference: revenue and profit are not required. For example, if...
Adding Initiatives Company Wide To Propel Your Business
Last Updated: August 11, 2025We’ve come to the stage in our annual planning process where it’s time to start inputting our company, department, team, or individual initiatives into Propel Your Business. Anyone in the organization can do this. We’ll click on Initiatives on the left-hand side to open the Initiative Dashboard. In the top right-hand corner, click Add Initiative...
Initiative Planning: Adding In The Details (Micro)
Last Updated: August 12, 2025It’s time in the annual planning process to start identifying the details—or micro items—that need to be completed in order to achieve your initiatives. To do this, go to the Initiatives module on the left-hand side. This step applies to companies, departments, teams, or even individuals, so everyone in the organization can take part in...
Review Meeting Cadences to Support Goals and Initiatives
Last Updated: August 12, 2025We’ve come to the end of our annual planning process, and in this last step, we’re going to ensure that the meetings scheduled for the coming year are in support of completing our initiatives and reaching our goals. I’ll start by going to my meeting dashboard, which shows meetings I either attend or am responsible...