The Strategy to Action Playbook
Get from strategy to action: your annual planning workshop playbook
Run your annual planning workshop in two days. The playbook gives you everything to guide your leadership team from strategic choices to quarterly OKRs: prep questions, agendas, twelve activities with templates and the 90-day follow-through – on 36 pages.
What you can do with it
After reading, you can run the whole process yourself
Prepare with focus
Run the one-hour prep session with eight structured questions and build the evidence pack.
Guide real choices
Lead your team to clear strategic choices, a portfolio split and three to five priorities.
Land quarterly OKRs
Turn the priorities into company OKRs for the next 90 days, each with an owner.
Keep it alive
Set the weekly, monthly and quarterly rhythm that turns the plan into results.
Inside the playbook
A look inside the Strategy to Action Playbook
Clear, visual pages you can follow on the day: every activity with time, group size, material, steps, a template and a facilitator tip.
The process
Six steps from strategy to action
Day 1 · Step 1
Face the facts
One shared picture of where you stand – and the three decisions the workshop has to make.
Day 1 · Step 2
Balance the portfolio
An agreed split of money, people and attention across core, growth and future bets.
Day 1 · Step 3
Pick where to compete
Real options, scored against clear criteria, decided by the accountable leader.
Day 2 · Step 4
Name the critical few
Three to five priorities, each with an outcome and one owner.
Day 2 · Step 5
Stress-test and stop
Counter-moves for the biggest risks and a not-now list that frees capacity.
Day 2 · Step 6
Set OKRs and the rhythm
Company OKRs for the next 90 days and fixed review dates in every calendar.
Made for
Who uses the playbook
CEOs and managing directors
Who want next year’s plan decided by the whole leadership team – and owned by it.
Strategy leads and chiefs of staff
Who organise annual planning and want a clear, repeatable process.
HR and people leaders
Who support leadership teams with planning, alignment and OKRs.
Internal facilitators
Who guide workshops and want ready-made activities, agendas and templates.
Your annual planning, ready to run
The Strategy to Action Playbook
plus VAT
Order by emailSend us a short email – we reply with your personal link to buy the playbook.
- 36-page PDF with clickable contents
- Prep session, pre-survey and evidence pack
- Agendas for both workshop days
- Twelve activities with templates and facilitator tips
- 90-day rhythm and review, facilitator checklist
Background reading
How to build an annual plan
The six building blocks of an annual plan, a timeline and a single-page template.
How to build an annual planPrefer to take part yourself?
Hire a strategy to action workshop facilitator
Our strategy to action facilitators run the two days with your leadership team on site, so every leader can fully take part.
Hire a facilitatorFAQ
Questions about the playbook
How do I order the playbook?
Click “Order” and send the prepared email to jsteinz@skillday.com. We reply with your personal link to buy the playbook.
What format is the playbook?
A 36-page PDF in English with clickable contents, designed to read on screen or print.
Do we need OKR experience?
No. The playbook names everything you need clearly: the Objective gives direction, the Key Results measure progress.
Can we adapt the agenda?
Yes. The two-day agenda is a proposal; the prep session helps you tailor it to your strategic question.
How big can the team be?
The process is designed for leadership teams of six to ten people and works in groups of four to six.
Can you facilitate the workshop for us?
Yes. If your company wants to hire a strategy to action workshop facilitator, we run the two days on site across Europe, in English or German.
Written by
Joern Steinz (MBA)
Founder of SkillDay, a network of around six trainers. Joern has facilitated workshops since 2014 and supported companies with OKRs since 2019. Before that he worked at Accenture, XING and the freenet Group; he holds an MBA from EADA Business School Barcelona.
Teams we work with
SkillDay works with leadership teams at
Get started
Your next annual planning workshop, ready to run
49 € plus VAT for the complete two-day process – from the first prep question to the 90-day review.