Strategic Planning Playbook

Plan for Revenue Resilience

Every year, as the summer months fade into the season of pumpkin spice and fleece, most every company enters a planning phase for the next fiscal year. It feels particularly consequential this year as as a global pandemic shakes the economy and forces every company to think a bit differently about their next-year plans. For revenue leaders, this challenge is particular acute, as the acquisition pipeline sputters and retention issues spike.

This simple planning playbook is designed to help you and your team apply some structure as you think through next year’s plans. Organized around five crucial KPIs in the revenue cycle, this framework will help you cast a critical eye on all of the levers for revenue resilience in your organization.

We encourage you to create your own individual and group exercises as you enter planning season by taking a page—or all of them—from our playbook.