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LeadershipWorkshop

Annual planning offsite (day 1 of 2)

480 minutes 8 blocks Free template

Day one of an EOS-style annual offsite: review the year, build team health, run SWOT and set the 1-year plan.

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Opens in the builder. No sign-up to try it; 14 days free to run it live.

By the end of this meetingThe team has reviewed the year, worked on team health and agreed the vision and 1-year plan.

480 min · 8 blocks, drawn to scale Fits exactly
  1. Segue, 15 minutes 15
  2. Review the previous year, 60 minutes 60
  3. Team health building, 90 minutesDiscuss 90
  4. Lunch, 45 minutes 45
  5. SWOT and issues list, 45 minutes 45
  6. Break, 15 minutes 15
  7. V/TO through the 1-Year Plan, 180 minutesDecide 180
  8. Conclude day 1, 30 minutes 30
0120240360480 min
  1. +0′SegueOne word for the past year?15 minCheck-in
  2. +15′Review the previous year60 minInfo
  3. +75′Team health buildingTip: Skip competitive team-building games; they can bring out rivalry.90 minDiscuss
  4. +165′Lunch45 minBreak
  5. +210′SWOT and issues listName a strength, weakness, opportunity or threat for next year45 minBrainstorm
  6. +255′Break15 minBreak
  7. +270′V/TO through the 1-Year Plan180 minDecide
  8. +450′Conclude day 1Tip: Day 2 follows the quarterly agenda and ends with next quarter's Rocks.30 minWrap-up

Why it works

Built so the annual planning offsite (day 1 of 2) ends on time, with everyone in it.

  • Every voice in the first minutes

    A 15-minute check-in: everyone sends a mood and one word from their phone, and it shows on their tile in the call. People who speak early speak again.

  • Updates stay short

    60 minutes of updates with a visible clock. In a video call the speaker is spotlighted and the room is muted, so nobody talks over them.

  • Discussion with a clock

    90 minutes of open floor with a countdown everyone can see, and a talk-balance meter so the loudest voice doesn't take all of it.

  • A break that ends

    Cameras pause and the timer keeps running, so the break finishes on time and everyone comes back together.

  • Ideas from every phone

    Everyone types at once and ideas land on the shared screen together. The quiet person's idea gets the same space as everyone else's.

  • It ends in a decision

    Capture the decision and its owner with one click while it's said. It lands in the summary, word for word.

How to run it

  1. 1Hold annual planning every year; skipping it makes the year reactive.
  2. 2Book two full days offsite, not in the office, with the whole leadership team present.
  3. 3Use day 1 for the year in review, team health, SWOT and the V/TO through the 1-Year Plan.
  4. 4Run day 2 as a quarterly planning session that ends with next quarter's Rocks.
  5. 5Plan how the decisions carry back into daily work, since offsite cohesion fades quickly.

Questions about the annual planning offsite (day 1 of 2)

How long is an annual planning offsite?
EOS annual planning runs two full days offsite. This template covers day 1; day 2 follows the quarterly planning agenda.
What goes on an annual planning agenda?
Segue, review of the previous year, team health building, SWOT and the issues list, the V/TO through the 1-Year Plan, then the quarterly agenda ending with next quarter's Rocks.
Does the offsite effect last?
HBR (2015) warns that offsite cohesion doesn't last long once everyone is back at work, and that team-building games can bring out competition.

Built from

The structure, timings and tips on this page come from these sources.

  • eosworldwide.com
  • hbr.org
  • hbr.org

Run it with your team

  • A countdown for every block on the shared screen
  • A video call that changes with each block
  • Check-ins and votes from every phone, no app
  • Decisions and actions in a scored summary

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Related templates

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  • EOS Level 10 meetingThe 90-minute EOS Level 10: segue, scorecard, Rocks, headlines and to-dos in 25 minutes, then 60 minutes of IDS.90 min · 8 blocks
  • EOS quarterly planning meetingA full-day offsite every 90 days: review the quarter, revisit the V/TO, set next quarter's Rocks and work key issues.480 min · 10 blocks
  • Internal quarterly business review (QBR)Compare last quarter's plan with results, explain wins and misses, and decide which initiatives to start, stop or continue.90 min · 7 blocks

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