Organisational Flow – From Strategy to Frontline
These meetings fit into a structured hierarchy of organisational rhythm:
- Annual planning drives the strategic direction.
- Quarterly planning translates that strategy into actionable momentum.
- Weekly SLT meetings and service-level meetings manage ongoing execution.
- Daily huddles and all-hands sessions connect frontline staff with leadership direction.
The design ensures that information flows down from strategic to frontline, providing direction, while feedback flows up to inform leadership decisions
Annual Planning Meetings – Setting the Year’s Direction
Annual planning provides the big picture reset for the company.
Purpose: Establishes the overarching direction for the year, aligning the Senior Leadership Team (SLT) on strategy, vision, and measurable objectives. It ensures clarity of focus, accountability, and cohesion across departments
Cadence & Format: Conducted once a year (typically offsite, over two days) to create space for deep reflection and forward planning.
Core Activities:
- Reflection & Analysis – Departmental updates, financial review, people assessment, and client/market insights.
- Business Capability & Offering Review – Evaluating maturity, gaps, and opportunities to sharpen competitiveness.
- Vision & Strategy Reaffirmation – CEO/MD re-aligns the team to the long-term company vision.
- Objective Setting & Ownership – Defining the year’s major objectives, assigning SLT owners, and documenting accountability.
- Roadblock Removal – Clearing barriers early so execution can stay on track.
Outcome: Clear, strategic objectives for the year with documented ownership, aligned leadership, and a roadmap for execution
Quarterly Planning Meetings – Driving Momentum
Quarterly planning ensures ongoing alignment and execution discipline.
Purpose: Maintains momentum toward annual objectives by reflecting on the last quarter, realigning strategy, and setting focused goals for the quarter ahead
Cadence & Format: Conducted quarterly (usually a one-day offsite) for timely course correction.
Core Activities:
- Quarterly Reflection – Departmental reviews to share progress, wins, and challenges.
- Vision & Strategy Check-In – Revisiting the big picture to ensure relevance and consistency.
- Quarterly Objective Setting & Ownership – Translating annual goals into achievable quarterly objectives, with SLT members taking ownership.
- Objective Planning – Breaking objectives into clear actions and success measures.
- Roadblock Removal – Addressing current issues or delegating them to the right teams.
Outcome: A tight focus for the next 90 days, with objectives linked to the annual strategy, ownership clarified, and operational barriers addressed