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8 steps to build your annual operating plan

An annual operating plan is a prized document – it’s the blueprint for building your organisation in any given year. You wouldn’t build a house without architectural drawings. Unfortunately, many SME CEOs run their organisations with only a sketch of what they are building. 
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These business templates and guides are intended for CEOs of commercial and not-for-profit organisations with revenues between $2M and $40M and a functioning management/leadership team (i.e., 3+ managers) who don’t have a strong track record of strategic/operational planning. If your organisation is smaller, absorb the principles of the ebook and scale down the process to suit your resources. We are sure the templates and guides will be of great help.

Here are the templates included;

  • Annual Planning Process template
  • Strategic Offsite Planning guide
  • Facilitation Plan template
  • SWOT Analysis template

Annual Operating Plan Templates
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