ceos-annual

Guide a 7-section EOS Annual Planning session to refresh the V/TO and set the 1-Year Plan.

143|54|Updated Feb 14, 2026
One-click install
npx skills add https://github.com/bradfeld/ceos --skill ceos-annual
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: ceos-annual
Source: https://github.com/bradfeld/ceos/tree/main/skills/ceos-annual
Command: npx skills add https://github.com/bradfeld/ceos --skill ceos-annual

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) and references (resource) components.

What problem does it solve?

This Skill streamlines the complex, year-end annual planning session, ensuring all critical V/TO components are reviewed and updated, and the next year's strategic priorities are set.

Core Features & Use Cases

  • Structured Agenda: Guides users through the 7-section EOS Annual Planning agenda.
  • Data Integration: Pulls data from V/TO, Rocks, Scorecard, Issues, and People Analyzer for a comprehensive review.
  • Decision Capture: Records all decisions made during the session in a dedicated planning file.
  • Use Case: A leadership team uses this Skill to conduct their annual strategic offsite, refreshing their 3-Year Picture, setting the new 1-Year Plan, and defining Q1 Rocks.

Quick Start

Run the ceos-annual skill to start the annual planning session for next year.

Frequently Asked Questions about ceos-annual

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I facilitate an EOS annual planning session to refresh our V/TO?

To facilitate EOS annual planning, this Skill guides your leadership team through a 7-section agenda to refresh the V/TO, review the outgoing year, and set the new 1-Year Plan and Q1 Rocks.

What data do I need to prepare for EOS annual strategic planning?

EOS annual planning requires data from V/TO, Rocks, Scorecard, Issues, and People Analyzer files. You must grant access to specific data directories and template files for session documentation.

How does the annual planning process set Q1 Rocks and a 1-Year Plan?

The annual planning process sets Q1 Rocks and a 1-Year Plan by integrating your Scorecard and Issues data into a structured 7-section agenda, capturing all strategic decisions in a dedicated planning file.

Can I use this to run an EOS leadership offsite for the next year?

Yes, you can run an EOS leadership offsite for the next year by executing this Skill to guide your team through refreshing the 3-Year Picture and defining new Q1 Rocks.

What is the best way to document decisions made during an EOS annual planning session?

The best way to document EOS annual planning decisions is using this Skill, which automatically records all session decisions in a dedicated planning file as you progress through the agenda.

Are there limitations to running an annual V/TO review without pre-existing EOS data files?

Yes, running an annual V/TO review is limited without pre-existing EOS data files, as the Skill requires specific data directories and template files from V/TO, Rocks, Scorecard, and People Analyzer.