Annual Planning Priorities, Risks, and Bold Bets Survey

Thanks for weighing in on next year's plan. Your priorities, concerns, and ideas genuinely shape what leadership decides to fund. Your responses are completely confidential and anonymized. This will take about 6-8 minutes.

Rank these potential company priorities for next year from most to least important, in your view.

1. (Replace with Priority A - e.g., Expand into new markets)
2. (Replace with Priority B - e.g., Improve product reliability)
3. (Replace with Priority C - e.g., Grow enterprise sales)
4. (Replace with Priority D - e.g., Invest in AI capabilities)
5. (Replace with Priority E - e.g., Strengthen operational efficiency) (Template note: swap in your own draft priorities before launching.)

From this list of potential bets for next year, which would create the most value for the business, and which the least?

• (Replace with new product/feature bet)
• (Replace with new market or segment bet)
• Invest heavily in AI or automation tooling
• Increase headcount in customer-facing teams
• Sunset or consolidate an underperforming product line
• (Replace with a key partnership or channel bet)
• Redesign the core product experience
• Build out data and analytics infrastructure

If you had 100 points to allocate across these areas for next year's investment, how would you split them?

• Product development
• Sales & marketing
• Customer support/success
• Operations & infrastructure
• People, culture & hiring
• Research & innovation

Right now, how confident are you that your team has what it needs to hit an ambitious goal next year?

For each area, how much of a risk do you see for the business over the next 12 months?

What is the single biggest constraint limiting your team's ability to execute well next year?

• Headcount or staffing
• Budget
• Tooling or technology
• Cross-team dependencies or support
• Unclear priorities or leadership direction

If you could make one bold bet for the organization next year — something bigger than business as usual — what would it be and why?

Dig into the respondent's bold bet: what would concretely change day-to-day, what resources, budget, or permission it would require, and what has stopped the organization from doing it already. If they flagged any risk area as 'Severe', ask what a leading indicator of that risk showing up would look like and what mitigation they'd prioritize first. If their bold bet was vague, push for a specific first step someone could take within 90 days.

Almost done — just a couple of quick optional questions about your role, so we can see how priorities differ across the organization.

Which area of the business do you primarily work in?

• Product
• Engineering
• Sales
• Marketing
• Customer success/support
• Operations
• People/HR
• Finance
• Other
• Prefer not to say

Which best describes your level?

• Individual contributor
• People manager
• Director/senior manager
• VP/executive
• Prefer not to say

Thank you for the input! Your priorities, risk read, and bold bet feed directly into the planning discussion — leadership will see aggregated results before final decisions are made.