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INSTRUCTIONS/NOTES: TO BE ABLE TO USE THIS WORKBOOK YOU WILL NEED TO MAKE A COPY AND SAVE IT TO YOUR OWN DRIVE.
Use >>this blog post for additional guidance<< on continuous annual planning.
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Goal: How can you position your Academy program as an accelerator to your organization, departmental, team, and individual employee goals?
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ORGANIZATION
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Directions: Take stock in your company to understand the organization as a whole. Use the categories and prompts to make note of how your organization operates. What are your organization's goals (annual, quarterly, monthly)?
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Strategic Goals
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Financials
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Performance Metrics
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 How does quarterly and annual planning work?
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DEPARTMENT
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Directions: Take stock in your department and other departments in your organization. Assess each department and make note of how each department operates. Make note of which department your program falls under.
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Customer SuccessMarketingProductSales
HR/Learning & Development
Support[INSERT DEPARTMENT]
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Departmental GoalsDepartmental GoalsDepartmental GoalsDepartmental GoalsDepartmental GoalsDepartmental GoalsDepartmental Goals
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Budget and ResourcesBudget and ResourcesBudget and ResourcesBudget and ResourcesBudget and ResourcesBudget and ResourcesBudget and Resources
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Performance MetricsPerformance MetricsPerformance MetricsPerformance MetricsPerformance MetricsPerformance MetricsPerformance Metrics
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Workforce CapabilityWorkforce CapabilityWorkforce CapabilityWorkforce CapabilityWorkforce CapabilityWorkforce CapabilityWorkforce Capability
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ACADEMY PROGRAM
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Directions: How can your program influence organizational and departmental goals?
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