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Strategic Annual Planning
for Sustainable Growth

Transform your annual planning process with proven frameworks designed
for growth-stage companies. Align your team, set achievable goals, and build a
roadmap that delivers measurable results.

Why Annual Planning Matters

Strategic planning isn't just an exercise—it's the foundation for sustainable growth and  organizational excellence.

 


Accelerated Decision Making

Clear priorities and frameworks enable faster, more confident strategic decisions throughout the year.


Team Alignment

Get everyone rowing in the same direction with shared goals, transparent priorities, and clear accountability.


Predictable Growth

Move from reactive to proactive with a clear roadmap that anticipates challenges and captures opportunities.


Risk Mitigation

Identify and address potential obstacles before they become problems through systematic scenario planning.


Resource Optimization

Allocate time, budget, and talent where it matters most, eliminating waste and maximizing ROI.


Competitive Advantage

Outmaneuver competitors with strategic clarity and execution discipline that drives market leadership.

SBI Annual Revenue Planning Process

A comprehensive, battle-tested approach to strategic planning that drives alignment, accountability, and measurable results.

Scott Gruher

President, Consulting

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Planning Resources & Tools

Access our comprehensive library of guides, articles, and tools to support every stage of your annual planning journey.

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Annual Planning Guides


Annual Planning for 2026

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Annual Revenue Planning Methodology

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Annual Planning Step 1: Establish Fact Base

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Annual Planning Step 2: Inventory Bets

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Annual Planning Step 3: Place Bets

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Annual Planning Step 4: Build a Revenue Plan

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Annual Planning Step 5: Execute and Rollout

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Seven Sales Org Designs

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Annual Planning Insights 


5 Step Annual Planning Process

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The Five Elements to Effective Annual Planning

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The Elements of an Annual Planning Fact Base

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How to Master Annual Planning Rollout for 2026

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Annual Planning: Drive GTM Efficiency Through Productivity

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Why Market Leaders Start Annual Planning Early

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5 Steps for Value Creation in the Annual Planning Process

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Unlocking Commercial Productivity during Annual Planning: A Proven Process

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Annual Planning Tools 

 

Sales Headcount Modeling Tool

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Annual Revenue Planning Tool: Inventory and Place Bets, and Build Revenue Plan

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Sales Enablement and SKO Guides 


5 Mistakes to Avoid at SKO

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Amplifying Seller Productivity

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Ultimate Guide to Sales Training

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How to Build a Sales Playbook

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SKO and Sales Enablement Insights 


Accelerate Growth at Sales Kickoff (SKO) - Avoid These 5 Mistakes

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How Your Company Can Deliver a Killer SKO

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Revenue Operations Guides 


Guide to Improve Forecasting & Pipeline Management

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Account Scoring Methods

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Getting AI Right for Increased Commercial Productivity

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Revenue Operations Planning Tools 


Data Strategy Assessment and Step-by-Step Guide to Account Prioritization

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Let’s Plan Your Growth Together

Schedule a consultation to discuss your annual planning needs and learn how our proven frameworks can help your organization achieve it’s strategic objectives.