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What are the key components we will focus on for this plan?
- DFS (Desired Future State) and CR (Current Reality)
- Goals (Rocks, Initiatives, Objectives, or whatever the hell you want to call them)
- ICE (Impact, Confidence and Ease)
- Financial plan & financial projection
- Hiring/resourcing plan
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Week of Monday 12/2
What we’ll achieve
- Confirm 2026 DFS
- Draft rocks, 2025 plan and 2026 DFS.
How we’ll achieve it
- Tuesday 12/3 (1 hour meeting) - Review Q4, confirm 2026/Q1 2025 DFS, and Preliminary 2025 Rocks
- Note: I will try to get time in advance (if possible) to review rocks with you individually so we’re more prepared for this meeting.
- Wednesday 12/4 (1 hour meeting) - Review preliminary annual plan & discuss
Week of Monday 12/9
What we’ll achieve
- Preliminary model feedback - Model will include upcase, basecase, just coast case and org plan.
- ICE’d initiatives, Q1 Priorities
- Share & Finalize Rocks w/ functional owners
How we’ll achieve it
- Tuesday 12/10 (1 hour meeting) - Review rock/goal revisions
- Intermittently review / update….breakout initiative creation + resourcing convos