The State of Annual Planning & Modeling Survey

This survey is designed for executives, RevOps, functional leaders, and finance at mid-market companies (roughly 50–1,000 employees) who play a role in shaping and executing their organization’s annual plans.

We’re investigating how companies define and operationalize three interconnected processes:

Annual Planning: The process of deciding what the organization wants to achieve in the next year and outlining the initiatives and resources needed to get there.

Modeling: The process of estimating what is likely to happen based on historical data, current trends, and predictive models. (Often a piece of the annual planning process.) May include running different scenarios to determine future outcomes.

Execution: The ability to deliver against the plan.

The study examines which metrics and models organizations rely on, where challenges emerge, and how teams track progress throughout the year.

Your responses will power the State of Annual Planning & Modeling Report, uncovering how leading companies translate plans into performance.

Survey Structure

Pages 1-4: Consist of multiple-choice questions. We request some demographic information to segment and analyze the data effectively. Responses will be anonymized and shared in aggregate. Your individual answers will remain confidential.

Page 5 - Open-Ended Section: You have the option to answer some open-ended questions. If you choose to do so, enter your contact details, so we may quote you in our report with a link to your website.

By submitting the completed form, you agree to our Terms of Service and Privacy Policy.

1.Which levels of your organization participate directly in your annual planning process? (Select all that apply)(Required.)

3.When does your annual planning process typically begin?(Required.)

4.How long does it typically take your company to complete the annual planning process?(Required.)

5.What elements are included in your company’s annual plan? (Select all that apply)(Required.)

Other (please specify)

6.Which of the following do you factor in when building an annual plan? (Select all that apply)(Required.)

Historical data

Modeling (e.g. correlations, scenario planning)

Board / investor expectations

External research (competitive, customer, market)

Resource / financial constraints

Benchmark data (industry peers or third-party)

Guesstimating / gut feel

Other (please specify)

7.What are the most challenging parts of creating an annual plan? (Choose two)(Required.)

Lack of historical data

Data hygiene / accuracy

Lack of alignment between leaders

Pressure from board/investors to hit aggressive targets

Lack of clear ownership

Lack of structured process

Lack / confusion around tooling

Other (please specify)

8.What tools or systems do you use to manage your annual planning process? (Select all that apply)(Required.)

Spreadsheets (Excel/Google Sheets)

Business Intelligence or dashboard tools (e.g. Databox, Tableau)

OKR/goal tracking software (e.g. Databox, Lattice, Perdoo)

Project management tools (e.g. Asana, ClickUp)

Financial planning tools (e.g. Mosaic, Pigment)

Other (please specify)