#57 How to get Annual Planning right - with Shantanu Shekhar, Head of RevOps at Personio

This RevOps Lab podcast episode focuses on the crucial partnership between finance and RevOps teams in annual planning. The discussion centers around a "driver tree" (or KPI tree) methodology used by Shantanu from Personio to achieve 95% completion of their annual plan in a single week-long workshop. This involved breaking down high-level revenue targets into granular, actionable metrics with clear ownership and accountability assigned to each component. The outcome is improved alignment, clearer communication, and more effective tracking of progress towards annual goals, enabling quicker adjustments based on monthly reviews.