HOW TO CREATE YOUR ONE-YEAR PLAN Schedule two hours with your leadership team. When everyone is sitting at the table, decide on the future date. It’s highly recommended you keep within either a calendar year or your fiscal year, regardless of where you are in the year. So, if it’s July, set your future date as December 31. After that time, you’ll be able to set a brand-new full one-year plan. Having a partial-year plan allows you to gain experience with the process between now and then.
