In this virtual RevOps council, Jesse Arthur, Senior Director of RevOps at BigID, covers a topic on everyone’s mind at the end of the year: annual planning. Despite the fact it happens every year, getting to the right approach can be incredibly difficult. Jesse shares the keys to success and the actual tools, spreadsheets, and assets that he’s using to document BigID’s 2025 plan.
In this session, Jesse discusses templates and tools for:
1. Capacity and cost planning
2. Designing territories
3. Setting pipeline targets
4. Communicating plans with the executive team
In addition to the above, Jesse also provides a detailed overview of the complete timeline for putting together an annual plan, from initial objective-setting to final roll-out.