Most annual planning efforts fail not because of poor strategy, but because of misalignment between teams, targets, and execution.
SBI’s Annual Revenue Planning program provides a structured five-step process that connects growth ambitions to actionable and measurable outcomes. Built from decades of advisory experience with leading B2B organizations, this methodology ensures every go-to-market (GTM) function—Marketing, Sales, Customer Success, and Product—works toward the same revenue goals.
The result: A revenue plan that drives focus, accountability, and predictable growth.
Inside the Methodology
Step 1: Establish the Fact Base Identify where you stand today. Evaluate performance using leading and lagging indicators to understand execution against key KPIs and position your company on the Revenue Growth Maturity Model.
Step 2: Inventory Growth Bets Identify all potential paths to growth. Executive teams collaborate to surface, evaluate, and prioritize strategic levers aligned to business objectives.
Step 3: Place Bets Narrow your focus. Led by the CEO and CFO, organizations select the three to five most impactful growth bets based on time to realization, level of effort, and revenue impact.
Step 4: Build the Revenue Plan Translate strategy into execution. Define growth targets, perform bottom-up analysis, and create a cross-functional plan that aligns GTM teams to achieve outcomes.
Step 5: Execute and Roll Out Turn plans into results. Establish a detailed execution cadence that cascades annual priorities into quarterly and weekly actions across the commercial organization.
Align your teams and targets for predictable growth
