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2026 Checklist

2026 Checklist

Is Your Organization Ready for 2026?

A simple, comprehensive checklist to assess whether your strategy, systems, and leadership team are ready to deliver on your 2026 goals.

State
Are your vision, mission, values documented?
Yes
No
Is your strategy documented in 1 page? Can your leadership team describe your 2026 strategy?
Yes
No
Do you have a centralized and visible tracking mechanism for the health of your departments, leaders, and initiatives?
Yes
No
Do you have a long term and annual framework for your goals, strategies and initiatives?
Yes
No
Is your org structure set for 2026?
Yes
No
Does your leadership team have the experience and support they need to meet your 2026 goals?
Yes
No
Do you have an aligned incentive plan for your leaders to meet/exceed your 2026 goals?
Yes
No
Do you have an aligned incentive plan for your leaders to meet/exceed your 2026 goals?
Yes
No
Do you have an operating plan ready to roll out in Jan?
Yes
No
Do you have a framework for quarterly business reviews and someone to plan and facilitate?
Yes
No
Do you have a corporate deck for your board, investors, partners and press?
Yes
No
Do you have a corporate deck for your board, investors, partners and press?
Yes
No
Is your sales quota aligned to your operating plan?
Yes
No
Do you have one person in your organization who owns products and pricing?
Yes
No
Have you communicated to your investors and board how and when meetings will happen?
Yes
No
Do you have a ready made data room for potential new investors or partners?
Yes
No
Is your annual budget ready for board and investor approval?
Yes
No
Are you managing to a weekly 13 week cash flow for your business?
Yes
No
Are you managing to a weekly 13 week cash flow for your business?
Yes
No
Are you producing an income statement and balance sheet monthly 10 days after month end?
Yes
No
Do you have a demand plan, supply plan and S&OP process?
Yes
No
Have you done a business process review to see what processed can be automated by AI?
Yes
No
Does your team believe in them? Can your leaders teach them to your teams?
Yes
No
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