Annual Planning

Create value through alignment

Lack of executive alignment and leadership focus are two of the biggest hindrances to value creation. Too often, CEOs and CROs attempt to place too many bets in an effort to hedge, which leads to unfocused resources or disagreement about the existing or future state. Hedging causes a lack of clarity about the growth strategy throughout the organization.


No matter where you are in your planning cycle, SBI has developed a collection of resources to align the leadership team in the direction of creating value.

Guide to Annual Planning Process
SBI's Annual Planning Methodology Guide offers a five-step planning process and framework of execution with a guarantee for unforgettable growth.
Get the Guide
On-demand Webinar: 5 Steps to Growth Readiness in 2023
Learn how SBI clients are applying the annual planning methodology and processes to prepare for growth in 2023
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Define how you are creating value
SBI research shows that CEOs with a clear focus far outpace their competitors, especially during dynamic market conditions. The 2022 CEO Growth Survey Report reveals what CEOs are thinking now, and provides insights into how to create value near and long-term.
Get the Report
Expert help to annual planning
SBI is a trusted partner in the annual planning process. While gathering data and making decisions about where to go next year, objective third-party commercial insights will help you drive outcomes. The SBI Annual Planning Help Desk does just that.
Get Help
Peer-to-Peer Knowledge Sharing
Several times per year, SBI hosts Growth Advisory Board Forums for executive leaders responsible for growth in their organizations. These are invite-only events that encourage knowledge sharing and a first view of SBI's latest research.
Request an Invite

TESTIMONIAL

SBI is so much more involved in implementation of strategy... beyond the PowerPoint slides... and get to a better outcome as a result

— PE Firm

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