annual-planning-workflow

What problem does it solve?

Annual GTM planning requires coordinating forecasting, capacity, quotas, comp modeling, and communications without skipping approval steps or producing inconsistent artifacts across teams.

Core Features & Use Cases

• Seven-phase orchestration with approval gates: Produces phase artifacts and blocks progression until explicit human confirmation is received.
• Scenario-driven capacity and quota planning: Runs forecast scenario modeling and uses unit-of-growth capacity calculations to inform headcount needs and sensitivity analyses.
• Comp simulation and change communication packaging: Simulates comp outcomes, saves confirmed baselines, and packages change communications for controlled distribution.
• Use case: Use it at the start of a fiscal year to generate a complete, gate-reviewed annual plan from forecast scenarios through board-ready deliverables while enforcing HR/Finance and RevOps dual-review constraints.

Quick Start

Ask to run the annual planning workflow for next fiscal year and produce gate-ready planning artifacts with explicit approval prompts.