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The first weeks of the year are filled with kick-off meetings, brainstorming sessions and campaign concepts for annual planning. Six different Miro boards support the execution of creative planning processes.
In order to achieve effective and at the same time creative annual planning, the following procedure is recommended: Before starting to define KPIs or milestones, the team first needs the freedom to go through different ideas and compare them with the values and strategic goals of the company. These Miro templates from the Miroverse community hub help bring order to the creative chaos—and help all involved colleagues get on board.
1. Briefing: finding a common vision for the new year
Products, strategies, and entire companies can evolve in many ways over time. To achieve long-term positive results, the entire team must work together. So the question is: Is the team mindset really aligned with a common, overarching vision? Whether the path taken for 2023 is the right one in the long term can be debated at the beginning of the year based on the Canvas Product Vision (by Miro user Merissa Silk). This workshop uses a variety of specific questions to lead to focused discussions about challenges, goals, workforce needs, and more—and thus prepares the team for a shared vision at the start of the year.
2. Yearly planning: Let your thoughts flow freely
Anyone who now realizes: annual planning is all good, but not so easy with the overall vision, please help. The fact is: for all the spirit of optimism, brainstorming sessions and creative workshops can also set companies or teams back on track. That doesn’t have to be a bad thing. RHNTC’s How Might We template can provide inspiration in stuck situations to think outside the box. This mini-pattern is based on the simple question: How could we…? and should motivate to illuminate different scenarios, unconventional ideas and fresh, supposedly crazy approaches from all perspectives to provide impulses and ideas for the new year.
3. Easy strategic planning
Are they all in the same boat? Then it’s time to take a course! When it comes to strategic planning and visualization, Miroverse has a wide variety of templates. The strategy canvas from mpath insight is particularly intuitive to use. This dashboard visualizes strategic approaches in an accessible, structured way and simplifies the retrospective evaluation of measures. The template starts with challenges and goals and guides users through various strategic phases, from diagnosing the current situation to defining and planning for the future situation. The template helps teams make important decisions, especially at the beginning of the year.
4. Understand the anti-targets in annual planning
Many teams now plan to focus on what they want to achieve in the new year – not talking enough about the things that can go wrong or distract from the goals they’ve set. The Goals and Anti-Goals Board (from VMware Tanzu Labs) requires the first step to define the goals that should help the project succeed. In the second step, it is then motivated to determine what antibodies should definitely be avoided in order to save resources, avoid distractions and focus on the actual goals.
5. Bring teamwork to the team
After an often ambitious planning phase and a spirit of optimism at the beginning of the year, a certain routine usually sets in after a few weeks. Primary goals are often lost between the big and small tasks of everyday life. The company’s values, responsibilities or rules of conduct also soften once New Year’s resolutions are no longer so new. Then it’s time to look at the Team Canvas (by Alex Ivanov): The board is designed as a 90-minute team workshop and aims to share individual strengths and weaknesses, synergies between individual team members, mutual expectations and unproductive dynamics to identify and resolve . In this way, everyone recommits to the common mission to successfully implement the plan for the new year.
6. Annual planning: stay informed
No successful team can avoid regular exchanges. Whether it’s celebrating progress and successes, or addressing challenges and adjusting project planning as needed. For regular update sessions, the team project status dashboard (from 10 Pearls) is a good basis for tracking capacity and issues and creating maximum transparency within the team. The template suggests different areas for positive and negative project development, open tasks, weekly planning, upcoming holidays and also asks about the general mood or perceived stress in the team – one of the most important factors if projects are to be truly successful.
Successful annual planning for 2023
With the help of these tools, nothing stands in the way of a successful annual planning for 2023. By the way: most of the Miro boards in the community can either be used intuitively from the beginning or come with precise step-by-step instructions that easily guide newbies users during the workshop or creative session. All the creativity of the Miroverse community is inside Miroverse available.
Miro is an online collaboration platform for visual collaboration. Unlimited workspace and multiple integrations unleash creativity, push the boundaries of hybrid work, and accelerate innovation. Miro is used by more than 45 million users worldwide, including 99 percent of Fortune 100 companies. Founded in 2011, Miro is headquartered in San Francisco and employs more than 1,500 people worldwide. (sg)