Annual Planning
Annual Planning In Propel: An Overview
Last Updated: July 30, 2026Annual Planning Methodology Propel’s Annual Planning Methodology provides a structured framework for turning long-term vision into consistent execution. Rather than creating a plan that sits on a shelf, this five-step process connects your strategy directly to goals, initiatives, meetings, and accountability throughout the year. Each step of the methodology is supported by a corresponding area...
Annual Planning Step 1: Vision and Long-Term Goals
Last Updated: September 2, 2026Step 1: Vision & Long-Term Goals The first step in the annual planning process is defining your Vision & Long-Term Goals. In Propel, this step primarily takes place in the Foundation and Strategy tabs of the Plan module. If your company uses Enterprise Value, you will also want to revisit the Value tab during this...
Annual Planning Step 2: Annual Macro Goals
Last Updated: September 2, 2026Step 2: Annual Macro Goals The second step in the annual planning process is establishing your Annual Macro Goals. In Propel, this work primarily takes place under Plan → Strategy, where you will focus on Milestones and Priorities. During Step 1, you established your BHAG — your Big Hairy Audacious Goal — and the long-term...
Annual Planning Step 3: KPIs Identified
Last Updated: August 28, 2026Annual Planning Step 3: Building Goals & Scorecards The third step in the annual planning process is creating the Goals and Scorecards that will guide your organization’s performance during the upcoming year. After defining your long-term strategy—including your BHAG, Milestones, and Initiatives—it’s time to translate that strategy into measurable goals and Key Performance Indicators (KPIs)...
Annual Planning Step 4: Initiatives Prioritized
Last Updated: July 30, 2026Annual Planning Step 4: Prioritizing Initiatives The fourth step in the annual planning process is transforming your strategic initiatives into actionable execution plans. After completing your annual Goals and Scorecards, it’s time to prioritize the initiatives that will have the greatest impact on achieving your annual goals, milestones, and long-term BHAG. This work takes place...
Annual Planning Step 5: Initiatives Implemented
Last Updated: August 28, 2026Annual Planning Step 5: Implementing Your Initiatives The fifth and final step in the annual planning process is putting your strategy into action. At this stage, your goals have been defined, initiatives have been prioritized, and it’s time to build the operating rhythm that keeps your team aligned and accountable throughout the year. Implementation is...