When your team needs a business plan to follow

Does your team need a plan to follow?

You get an estimate of how big your market is, with sources. Your customer segments are ranked by fit, revenue potential and competition. You get an annual plan where each initiative has one owner and dates. You also get objectives and key results (OKRs), so each team knows which company goal its work supports.

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Why these

Size your market so you can set growth targets you can reach. Rank your customer segments by fit, revenue potential and competition, so you know which segments to focus on first. In your annual plan, each initiative has a scope, one owner and dates. The plan is checked against your budget and team time. The leadership team approves the plan. Your team is briefed on the approved plan. With OKRs, each team knows which company goal its work supports. Each objective has measurable key results and an owner. You score your OKRs on a quarterly schedule.

Workflows

Where to start

Size the Market Estimate how big your market is, how much you can serve and how much you can win. Each figure lists its sources and a confidence rating.Identify and Prioritize Segments Choose four to five criteria to compare your customer segments, and give each criterion a weight. Then choose a primary segment and a backup segment.Build Annual Plan Build an annual business plan from your goals. Each initiative gets one owner and dates.Set Up OKRs Set objectives and key results (OKRs) from your annual goals. Each objective gets measurable key results and an owner.

Build a plan your team can follow

Sign up to choose your first workflow.

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