Workshop Video: Annual Planning for Startups

Watch the recording of our Annual Planning Workshop with

Jeff Martin – Founder & CEO of Collective Genius


Planning is an important part of running a company at any stage, but is even more critical for a startup given the constant changes and shifts that Founders navigate at the early stage of their business. Even if sometimes you feel like you don’t know what’s going to happen tomorrow, your employees, customers, investors and other stakeholders will want to know where your company is headed in the future. This is why planning and revisiting your vision on a recurring basis can be helpful.

Successful planning starts with: 

  • Creating organizational alignment
  • Developing focus
  • Implementing a cadence to stay on course

This is accomplished by: 

  • Pre-planning
  • Following a planning methodology
  • Implementing a weekly meeting focused on solving problems

Check out the written recap from the Annual Planning Workshop here.

Check out more Tips for Startups from Sierra Ventures and experts in our Network.

Allie joined Sierra Ventures in 2019 to lead Marketing efforts for the firm and partner with portfolio companies to drive awareness and provide insights on their marketing strategy. Allie has a background in business and marketing strategy, working with early-stage startups, agencies, venture firms, nonprofits, and political campaigns. Her experience includes forming and running a nonprofit, working as VP of Marketing at a Blockchain company, working in the Entertainment Industry, and managing Fortune 500 business accounts in the gaming and entertainment space. Allie holds a BA in Communication Studies from UCLA and is also a certified Yoga and Meditation teacher. Outside of work she enjoys traveling, hiking, cooking, and reading.

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