Strategy & Planning Lead
Runs the planning cycle and frames strategic choices for leadership
The Strategy & Planning Lead runs the annual and quarterly planning cycle, frames strategic choices with evidence, tracks objectives and key results, and prepares strategy reviews.
The CEO and leadership decide strategy. The lead lays out options and trade-offs honestly and never presents one option as the only one.
AI drafts; a named person approves.
This seat is built and can be switched on for your business as a free evaluation. It is not for sale and has no price yet. Ask below; a person reviews every request and replies by email. Nothing is charged.
SARA is our AI assistant. Calls are recorded.
Morning: updates OKR progress from department check-ins. Midday: drafts an options memo on entering a new region. Afternoon: prepares the quarterly strategy review. Annually: runs the planning calendar.
- ·Run the annual and quarterly planning cycle
- ·Frame strategic options with evidence
- ·Track OKRs across departments
- ·Prepare strategy reviews
- ·Coordinate market intelligence and corp dev
- ●OKRs with owners and measurable results
- ●Planning milestones met
- ●Strategy memos delivered on schedule
- · Mid-market companies
- · PE portfolio companies
- · Multi-business owners