In this episode of the Growth Elevated Leadership Podcast, host Julian Castelli talks about annual planning with Gord Boyce, a veteran tech CEO and EOS implementer, and Keziah Wonstolen, founder and CEO of Vannin Chief of Staff, an award-winning entrepreneur and former Accenture Chief of Staff.
They share why most companies start planning too late and how shifting the process earlier can set your team up for success.
Gord explains how EOS tools like vision building, rocks, and Level 10 meetings turn strategy into action. Keziah highlights the role of a chief of staff in keeping the process on track, aligning teams, and ensuring consistent communication.
You’ll hear practical tips on retrospectives, top-down and bottom-up planning, quarterly reviews, and how to keep your plan simple and achievable. They also reveal the pitfalls of big-enterprise planning and how to adapt in today’s remote, fast-paced work environment.
So, If annual planning feels overwhelming or messy, this episode will give you a clear playbook to simplify the process, align your team, and make strategy execution part of your culture.
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