What You Need To Know About Annual Planning

“We're not talking about the forecasting meeting. We're talking about an annual planning meeting where we hit the brakes and see what last year looked like. Then we evaluate what the current year-to-date looks like and realign on big-picture goals as needed”– Adam Hale The finer details of this episode: Starting a conversation with clients about annual planning and the benefit of using it as a benchmark for the next calendar yearSetting a cadence and schedule for customizing a strategi...