At Roadmap, our approach to our annual planning and strategy session is rooted in the proven framework of the Entrepreneurial Operating System® (EOS). By leveraging EOS, we create a clear, actionable roadmap that aligns our goals, priorities, and processes for the upcoming year. 

In preparation for our annual session, we gather key insights and data to update our sales, marketing and operating plans. This approach enables us to break down complex objectives into manageable steps, ensuring each team member is empowered and focused on achieving meaningful results. This comprehensive approach allows us to set ambitious yet attainable targets, foster accountability, and drive sustainable growth in an ever-evolving market landscape.

The Result

• An informed, efficient, productive and simple planning process.
• A cohesive strategy and operating plan designed to achieve customer success, enhance employee engagement and drive business growth.
• An operating plan our customers and team are excited about and invested in - because we built it together.

How do we achieve this?
It all begins with thoughtful, thorough preparation. Our process is grounded in gathering meaningful insights and data across key areas.

• Customer Insights: After every project, we collect feedback through our Customer Satisfaction (CSAT) surveys, ensuring we maintain a high CSAT score. Additionally, we conduct an annual Net Promoter Score (NPS) survey and engage directly with a selection of our tier-one customers to gain deeper insights into their experiences and needs.
• Employee Insights: Our team’s perspective is just as important. We run an annual employee survey to capture our internal NPS, helping us identify areas for improvement and ensuring that employee engagement remains high.
• Competitor and Market Research: Staying ahead of the curve requires up-to-date knowledge of the market. We refresh our competitor and industry research regularly, uncovering emerging trends, new opportunities, and insights that drive strategic decisions.

This data-driven preparation forms the backbone of our planning process, ensuring we’re equipped with the knowledge needed to build strategies that drive success.

Our success is planned and deliberate. With the foundation laid, we integrate these powerful insights into our overarching strategy and plans, ensuring we move forward with precision and purpose:

• Three-Year Strategy: A clear vision for long-term growth, aligning our team around shared goals that drive sustained success and position us ahead of the competition.
• Annual Sales Plan: A focused approach to driving revenue growth, grounded in market insights and customer feedback, ensuring we capture new opportunities and deepen customer relationships.
• Annual Marketing Plan: A dynamic marketing strategy designed to resonate with our audience, leveraging competitive research and customer insights to create impactful campaigns that enhance brand awareness and drive engagement.
• Annual Operations Plan: A streamlined, efficient operational framework that maximizes productivity and ensures our resources are allocated effectively, keeping us agile and responsive in an evolving market.

By integrating these insights, we transform data into action, creating plans that are not only strategic but also deeply aligned with our goals and customer needs.

For more detailed information on creating an annual business plan for your business, check out this blog post.

At Roadmap, our commitment to thoughtful, data-driven planning ensures we are always prepared to meet the demands of a rapidly changing market. By aligning our insights, strategy, and operational execution, we position ourselves—and our clients—for success. Every plan we create is built on a foundation of collaboration, ensuring that our customers, employees, and stakeholders are fully engaged and invested in the journey ahead. As we move into another year, we remain focused on driving innovation, achieving our growth objectives, and delivering exceptional results for our clients.  Explore our blog for valuable insights and actionable tips to guide your journey.

Ready to take the next step in your business planning? 

Unfortunately, not every meeting can be an email. 

When it can't, use AI to document the outcomes of your meeting, think of action items, next steps, and who is responsible for what.  With AI taking notes, everyone else in attendance can focus on the meeting, really get into a focused mindset, and know that after the meeting ends it does become an email (summary). 

This short clip explains ways you can leverage AI in your meetings. Or discover other ways AI can boost productivity at your organization by watching our full AI webinar.