II.
Workflow overview
Reference · liveworkflow:annual-strategic-planning
Annual Strategic Planning overview
Orchestrates the organization-wide annual strategic planning cycle -- facilitating executive strategy sessions to define multi-year vision and annual priorities, cascading OKR drafts from executive themes to department-level objectives, running competitive landscape and market-opportunity analyses, aligning headcount and budget requests to strategic bets, conducting cross-functional dependency mapping and trade-off negotiations, stress-testing plans against scenario-based financial models, and consolidating the final strategic plan for board approval. Produces annual strategic plan document and departmental OKR cascade. Excludes quarterly OKR check-ins.
Attributes
displayName
Annual Strategic Planning
workflowKind
governance
triggerType
scheduled
typicalCadence
annually
complexity
cross-team
description
Orchestrates the organization-wide annual strategic planning cycle --
facilitating executive strategy sessions to define multi-year vision and
annual priorities, cascading OKR drafts from executive themes to
department-level objectives, running competitive landscape and
market-opportunity analyses, aligning headcount and budget requests to
strategic bets, conducting cross-functional dependency mapping and
trade-off negotiations, stress-testing plans against scenario-based
financial models, and consolidating the final strategic plan for board
approval. Produces annual strategic plan document and departmental OKR
cascade. Excludes quarterly OKR check-ins.
Outgoing edges
applies_to_domain3
- domain:operations·DomainOperations
- domain:finance·DomainFinance
- domain:project-management·DomainProject Management
involves_role3
- role:engineering-manager·RoleEngineering Manager
- role:planner·RolePlanner
- role:principal-engineer·RolePrincipal Engineer
performed_by_org_unit3
- org-unit:operations-team·OrgUnitOperations Team
- org-unit:finance-team·OrgUnitFinance Team
- org-unit:engineering·OrgUnitEngineering
requires_skill_area2
- skill-area:adr-writing·SkillAreaADR Writing
- skill-area:c4-modeling·SkillAreaC4 Modeling
triggers_responsibility2
- responsibility:capacity-planning·ResponsibilityCapacity Planning
- responsibility:cost-optimization·Responsibility
Incoming edges
None.