Below are four steps we have seen taken by companies who have been very successful.

1. Gather Intelligence – Understand why people buy from you and what your employees like and don’t like about the company.
2. Align – Set your goals to support information learned thru intelligence gathering.
3. Less is More – No more than three big initiatives per department
4. Quarterly Focus – Set annual goals but have very specific and detailed goals for the upcoming quarter.

The following link shows a process you can use and tailor to your company so an impactful plan for the upcoming year is completed in the most efficient manner.