Annual planning
The plan that leaves the meeting and reaches every team's work.
Every key person is heard before the meeting. Disagreements reach the table with each side's name and position. And what you decide becomes owners, deliverables, indicators and each team's time — tracked on the Dashboard all year long.
Orion
The synthesis of the 2027 planning is ready: 14 cards, 2 still vague, and 3 points for the meeting.
Where they diverge
- Bruno, Sales: hire two salespeople in January.
- Carla, Finance: hire only after the first quarter.
Divergence It goes to the agenda of the decision meeting.
Why change the way you plan
Where plans get lost — and what changes.
The problem
The meeting hears whoever speaks loudest.With Orion
Each key person answers beforehand, in writing, at their own pace, until the deadline. Orion comments on each answer: what is clear and what is missing — why it matters, how to know it worked, by when and who takes care of it.
The problem
Disagreements show up late — or never.With Orion
The synthesis shows where you agree, where you diverge, with each side's person and position, and the agenda of the decision meeting. What nobody said shows up as “Missing: nobody said”.
The problem
The plan becomes a document, not work.With Orion
What was decided becomes parts with an owner, indicators, deliverables in each team and each team's time, period by period. Each owner approves their part, and the plan is saved to Y Managers.
The problem
Nobody looks at it again until December.With Orion
The Dashboard shows the execution, the time and the indicators of each part. Every period, the plan review opens on its own, at the company's pace, and Orion lets the coordinator and the key people know.
A closer look
Three things the planning delivers.
The synthesis
Where they agree
Depend less on a few clients
4 of 6 people brought it up
The agenda of the decision meeting
Hire now or after the first quarter?
DivergenceA card
Referral program
How to know it worked: Missing: nobody said
The synthesis. Each idea becomes a card that cites who said it, at a level of the method the company chose.
The plan tree
Vision
Be the agency clients recommend.
Objective
Grow recurring revenue
Ana · $180k → $260k a month
Initiative
Referral program
Bruno · 12 → 30 referrals a quarter
Initiative
Annual plan for existing clients
Carla · 2 deliverables
The tree. Objectives, initiatives, owners, indicators and deliverables, with each team's time.
The 2027 plan
82%
Deliverable execution
372 h
of 410 h this quarter
3
On track
1
Watch
Monthly recurring revenue
On trackThe follow-up. Execution, time and indicators of each part, period by period, on the Dashboard.
How it works
Seven steps, led by Orion, on a single page.
Prepare
The Admin chooses the method (CLEAR, OKR, BSC, Problem tree or Situational Strategic Planning), the key people, the questions, the interview deadline and the month the plan starts.
Year in review
What the previous year delivered, by objective and by team: on time, late or still open, and what depended on a single person.
Interviews
Each key person answers on the page, in their own language, with Orion's comment. The invitation and the reminders arrive in the bell, by email and on WhatsApp.
Synthesis and decision
The cards, where they agree, where they diverge and the agenda. The meeting decides what was left open — on a Miro board, if you like.
Breakdown
The part owners, the deliverables, the indicators and each team's time, period by period.
Approval and plan
Each owner approves their part, the plenary validates the whole, and the plan is saved to Y Managers.
Plan reviews
Every 2, 3, 4 or 6 months, at the company's pace: the period's results, what changes in each part and the priorities for the next period.
Who does what
Orion leads the way. You make the decisions.
Orion doesn't rewrite or make things up.
The comment points out what is clear and what is missing. The answer still belongs to whoever wrote it.
Every card cites who said it.
Before the synthesis is saved, every card is checked against the real answers, and every answer becomes a card or shows up with the reason.
Each owner approves their part.
Nothing goes to Y Managers before the approval, and the plenary validates the whole plan.
With what you already use
The planning reaches people where they already are.
Miro
OptionalThe meeting workshop on a Miro board, in the leader's own account: the cards, the agenda, where people agree and where they diverge. Afterwards, what changed on the board comes back to the synthesis, once the leader confirms it.
The invitation, the reminders and each step's notices arrive in each person's conversation with Orion. At the end of each period, Orion asks the owner for the indicator numbers, and a reply is all it takes.
Email and the bell
The same notices also arrive in Orion's bell and by email, with the link that opens the planning page. Nobody who doesn't use Orion on WhatsApp is left out.
Your next plan can start differently.
On the Y Managers plan, with 14 days free for the whole organization, no card required. Start in January or in the current month.
Every business, of one person or hundreds, with an AI manager at the center of its intelligence: it connects everything, keeps it at hand for whoever decides, anytime, anywhere, and makes what was decided happen.