Master Plan Template

Our Master Plan template is the ideal tool to clarify long-, medium- and short-term goals, and to start down the direction that matters most to you.

It includes:

  1. Annual and quarterly reflections to look back and evaluate how you did versus what you intended, and to gather perspectives on what you’ve learned to create more of what you want in the future
  2. After-action reviews (postmortems) at the end of every business quarter, and after every major project, for what worked well and what didn’t. We can never predict all that’s going to happen, but we can increase our ability to be more capable by learning from these experiences.
  3. What you can do to be more effective next time.

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