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Meeting kitLeadershipStrategy & planning

Annual planning offsite kit

400 minutes 9 slides, 2 liveFree Free template

Day two of a two-day offsite: pressure-test the plan, pick the quarter's priorities, solve the top issues and fill a commitments board together.

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Annual planning offsite

Day 2: from plan to commitments

Title

In short

An offsite meeting takes a team away from the office to plan without daily interruptions. This kit runs day two of a two-day annual planning offsite: a pre-mortem on the plan, three to seven owned quarterly priorities, the top issues solved, and a commitments board everyone fills from their phones.
Time
Day 2 of 2 (about 6.5 hours)
People
4 to 20
Includes
Agenda, 9 slides, commitments board, recap
Plan
Free

Updated October 4, 2026

What's in the kit

  1. 1Annual planning offsite
  2. 2Today
  3. 3What we agreed yesterday
  4. 4The year ahead
  5. 5Pre-mortem
  6. 6A good quarterly priority is
  7. 7How confident are you that we can deliver next quarter's priorities? live
  8. 8What will most likely knock us off course next quarter?Too many priorities · Firefighting · Hiring or capacity · A big customer or market change · We don't review progress live
  9. 9Plan made. Commitments kept.

The agenda

By the end of this meeting, the year's plan has been pressure-tested, next quarter has three to seven owned priorities and the team has made its commitments to each other.

400 min · 13 blocks, drawn to scale Fits exactly
  1. Overnight thoughts: what stuck with you from day one?, 15 minutes 15
  2. Day one recap: the year, the SWOT and the one-year plan, 20 minutes 20
  3. Pre-mortem: it's a year from now and the plan failed. Why?, 45 minutes 45
  4. Break, 15 minutes 15
  5. Candidate priorities for next quarter: everyone proposes, 45 minutes 45
  6. Pick three to seven quarterly priorities, each with one owner, 60 minutesDecide 60
  7. Lunch, 45 minutes 45
  8. Issues list: identify, discuss and solve the top three, 75 minutesDiscuss 75
  9. Break, 15 minutes 15
  10. Commitments board, 30 minutes 30
  11. How we cascade the plan to the company, 20 minutes 20
  12. Rate the offsite, 5 minutes 5
  13. Close: one word on how you're leaving, 10 minutes 10
0100200300400 min
  1. +0′Overnight thoughts: what stuck with you from day one?What stuck with you from yesterday?15 minCheck-in
  2. +15′Day one recap: the year, the SWOT and the one-year planTip: The slides play here. Read back yesterday's plan word for word.20 minInfo
  3. +35′Pre-mortem: it's a year from now and the plan failed. Why?Tip: Everyone writes reasons silently for five minutes first. The most uncomfortable reason is usually the most useful.45 minDiscuss
  4. +80′Break15 minBreak
  5. +95′Candidate priorities for next quarter: everyone proposes45 minDiscuss
  6. +140′Pick three to seven quarterly priorities, each with one ownerTip: Each priority is specific and either done or not done by quarter end. One owner each.60 minDecide
  7. +200′Lunch45 minBreak
  8. +245′Issues list: identify, discuss and solve the top threeTip: Prioritize the list first. Solve one issue fully before moving to the next.75 minDiscuss
  9. +320′Break15 minBreak
  10. +335′Commitments boardAdd what you commit to, what you'll stop and what you need from others30 minBrainstorm
  11. +365′How we cascade the plan to the company20 minDiscuss
  12. +385′Rate the offsiteHow useful were these two days?5 minVote
  13. +390′Close: one word on how you're leavingOne word for how you're leaving10 minWrap-up

The board

I commit to
What will you do differently?
I'll stop
What will you stop doing?
I need from you
What do you need from this team?
Risks to watch
What could knock us off course?

The follow-up email

Subject

Annual planning offsite: our plan and commitments

Thank you for two strong days.

One-year goals (from day one): 

Next quarter's priorities:
1.  (owner: )
2.  (owner: )
3.  (owner: )

Issues we solved and what we decided:
- 

Commitments to each other: see the commitments board in the summary below.

How we tell the company: 

First quarterly check-in:

How to run it

  1. 1Run day one first with the annual planning offsite agenda: the year in review, team health, SWOT and the one-year plan.
  2. 2Fill in the recap slide the night before from day one's summary, and open day two with it.
  3. 3Run the pre-mortem with silent writing, then turn the strongest failure reasons into priorities or issues.
  4. 4Pick three to seven quarterly priorities with one owner each, then solve the top three issues one at a time.
  5. 5Close with the commitments board, agree how you'll tell the company, and send everything the same day.

Questions people ask

What should a two-day offsite agenda include?
Day one looks back and sets direction: the year in review, team health, a SWOT and the one-year plan. Day two turns that into next quarter's priorities, solves the top issues and ends with commitments.
What are good team offsite ideas?
A pre-mortem on your plan, a commitments board where each person says what they'll start, stop and need, and a rating at the end so the next offsite is better.
How do you make an offsite stick?
Leave with owned priorities and a date for the first check-in, send the recap the same day, and agree how you'll tell the rest of the company.

Run it with your group

Free
  • Everyone answers on their phone, no app or sign-up
  • A timer for every block on the shared screen
  • Results, decisions and actions in the summary
Use this template

Free to use and to run live. No card needed.

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