Strategic Planning Session
Pre-work and facilitation framework for annual/quarterly planning
Generates strategic planning pre-work: market analysis, competitive landscape update, internal performance review, and strategic options with trade-offs. Produces a facilitation guide so the actual session is decision-making, not data presentation.
Workflow Steps
Market Analysis
/autoresearchCurrent market trends, sizing, and growth trajectory relevant to the business
Competitive Update
/competitive-positioningWhat competitors have done since last planning session
Internal Review
/revopsPerformance against prior plan with gap analysis
Strategic Options
/deep-planningPresent 3-4 strategic options with trade-offs and resource requirements
Facilitation Guide
/produce-contentSession agenda, discussion questions, and decision framework
Example
Annual planning for a 50-person SaaS company. The workflow produces a market analysis showing the category growing 35% YoY, competitive update flagging a new entrant with $20M in funding, internal review showing 82% of plan attained with strength in mid-market and weakness in enterprise. Presents 3 strategic options: double down on mid-market, move upmarket, or expand product.
Related Workflows & Skills
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Board deck with financial narrative and appendix in 40 minutes
WorkflowOKR Tracking
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WorkflowCompetitive Intelligence
Weekly competitor monitoring with confidence-tiered battlecards
SkillAutoresearch
Self-improving skill optimization through scored experiments
SkillCompetitive Positioning
Autonomous competitive analysis sprint in 12 phases
SkillRevOps Suite
CRM-first revenue operations across deals, pipeline, and forecasts
Deep Dives
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Built and maintained by Victor Sowers at STEEPWORKS