VIDEO: 3 Models for Annual Strategic Planning

This video walks you through three Twennie templates and exercises that facilitate strategic planning for a business unit, regional office, or full firm.

Strategic planning includes analyzing past performance, reviewing market intelligence, and charting a course of growth for the coming year or years. It is essential to brand-building, evolution, and expanding a firm's reach with the client community. It goes beyond a SWOT analysis - real strategic planning covers your full inward and outward operational paradigm. These templates and exercises give you three possible methods of conducting this essential exercise.

Status: in production  |  Projected release: December 5, 2025