Tools Strategy and Planning, annual planning
The annual plan builder
Write next year’s three OKRs, set each key result against Blueprint’s metric definitions, and lay out the value equation: traction plus investment equals outcome. Then download a four-slide deck as one self-contained HTML file you can present as-is or print to PDF.
- For
- Founders, CEOs, finance leads
- Use when
- Annual planning, or a board-ready refresh of the plan
- Inputs
- Three objectives, key results, initiatives, the four value-equation numbers
- Output
- A four-slide HTML deck (OKR 01–03 and TL;DR)
- Prepared by
- Blueprint Equity Build Team
- Reviewed by
- Not yet reviewed
- Issue
- A, 24 Sep 2026
- Status
- Published
Loading the tool…
Your entries save automatically in this browser only. Nothing is sent anywhere. Refreshing keeps them; Reset clears them. The pre-filled numbers are illustrative, so replace them with yours. Download deck produces one self-contained HTML file: open it in any browser, use the arrow keys to move through slides, and choose Print, then Save as PDF, for a PDF. Pairs with the simple annual planning framework.
The framework behind it
- 01
Simple annual planning
A theme, a reframe, three OKRs, and the initiatives that ladder into them. The plan that fits on one page, and the planning system that keeps it alive all year.
Framework
Strategy and PlanningRead framework
A24 Sep 2026. Moved to Blueprint Equity Design System v4.
More tools
- 01
The board deck builder
Write a quarterly board pack in Blueprint Equity Design System v4, with a live preview and the guidance beside each part. Every sheet carries a title block. Ends with a review against the checks a board would make and a self-contained deck to download.
- 02
The core value equation
The one equation you need to cap off annual planning and to raise money. Where you are today, plus what you'll invest, equals the company you're claiming you'll become.
- 03
The customer journey map
Map every stage from first touch to expansion, who owns it, and how the account moves between stages. Fork the map into a target state, then let the analysis show you the handoffs with nothing written down, the dead ends, and the stretches where the customer hears nothing.