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November 14, 2022
271: Annual planning as a design leader in tech

It's that time of year again, time to start the annual planning for 2023. As a design lead in the tech industry, it can be difficult to know how to bring your team together to share their ideas so in this episode we share how we're tackling annual planning with collaboration in mind.

key takeaways

There are so many things to consider when you begin your annual planning. Try to remember it is a task that gets easier with time. Having systems in place will help you to make the most of your planning time.

At Convertkit the executive team set the company wide goals for the year, with considerable input from each team. When making goals, consider the size of your team and their current projects/responsibilities, ask yourself how much more you can reasonably take on.

Remember you don’t have to wait until January to start, or even the end of the calendar year. Different companies might align their quarters differently, finishing with quarter four in the summer as it is a quiet time of year.

show timestamps

02.44 – Catch up

04.52 – Annual planning at Convertkit

08.30 – Getting your team on the same page

18.05 – Where to start with annual planning

26.38 – Looking ahead to 2023

show links