New-Year Company Plan Generator for Owners

Owner thinks it through

Why do you run this business? Where are you heading next year?

AI won’t write this page for you. A few lines in your own words is enough. Not sure? Tap ?; stuck? Tap “Help me think”.
Want to see how someone else filled it in?

📱 Filling this in on a phone? If typing is tiring, tap a box, then tap the 🎤 microphone on the keyboard and just speak.

Company nickname

Industry

Main products / services

Number of staff

Plan year

Purpose: who do you create value for, and what value? Required Next year’s direction, in one sentence Required

Owner sets priorities

What matters most next year?

Write the 1–3 things that matter most. Numbers can come later.

Next year’s priority goals (1–3, most important first) Required How will you know you did it? For each goal, think of one result you can see

Goals in numbers (optional; skip this whole part if unsure)

No real money figures: treat this year’s revenue as 100. For 20% growth, enter 120.

This year

Target

Confident of

Growth —

Confident of —

Gap —

Try entering a target.

What makes you confident? Still unsure: things to ask the team

Owner makes trade-offs

To reach the goals, what will you improve?

Start from this year: what to keep and what to change. Resources are limited, so also think about what to do less of.

Went well this year, keep doing Biggest headache this year, most want to fix What will you do less of, or stop, to make room? Possible approaches Pick any; skip if unsure Other ideas optional

Managers coordinate · staff own the work

Who does it? What help is needed?

Ownerthinks through purpose and priorities (what you just wrote)

Managerscoordinate how their department works and its resources

Staffexplain clearly the work they own

AI will write out, for each department, what it owns, when it’s reviewed and what help it needs—so managers can coordinate and staff can describe their own work.

Which departments do you have (fine to pick even without a dedicated manager) How each department stands now optional

Investment stance

Staffing next year

Support the owner can give optional Biggest worry

Why do you run this business? Where are you heading next year?

What matters most next year?

To reach the goals, what will you improve?

Who does it? What help is needed?

AI would like to ask you first