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How to Refresh Your Strategic Plan

With a new year approaching, you might feel like you’ve just completed your strategic plan. While it may be already Q4, the thought of completely redoing your strategic plan probably isn’t the most appealing idea.

We agree – which is why we’ve developed this three-step process to refresh and prepare your plan for a new planning year.

Strategic planning inherently is marked by change. But, especially with long-term (3-5 year) plans, it’s unnecessary and un-strategic to be gut and redo a plan every single year. Long-term strategic success is driven by continued focus on your strategy and your team driving towards your vision on a daily, weekly, monthly, and annual basis.


So, how do you refresh your plan in a meaningful way for your new planning year without loosing that strategic part of your strategic plan?

We’ve come to love the 3C’s as a guidepost for organizations to use to update their plans. To update your plan, you need to:

Step 1: Carry Forward

Selecting Goals to Carry Forward

First, you will need to review your current annual corporate goals and assess which ones you want to carry forward and continue working on during your next planning year. As you review your plan’s annual goals, we recommend carrying forward goals that meet the following criteria:

Step 2: Close Out Goals

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Step 3: Create New Goals

Creating new goals is just as it sounds. A new year may equate to the need for new goals that support your long-term vision of success for the upcoming planning year. As you create your plan, remember to use the SMART framework to ensure they’re actionable and meaningful for your team.

That concludes the 3C’s for updating and refreshing your plan for the new year. If you’re an OnStrategy customer, we’ve built an awesome new workflow to help automate this process you’ll have access to starting today!

Need help creating your plan for the new year? We can help with that! Schedule your discovery call with our experts today!

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