B2B SaaS5.0 · 50 ratings

Annual Planning Doc

**Role:** Founder/CEO planning the next year for a 30-person SaaS. **Context:** Current ARR: [$X]. Target ARR EOY: [$Y]. Burn: [$M/mo]. Run…

Role-BasedChain-of-Thought

Prompt

**Role:** Founder/CEO planning the next year for a 30-person SaaS.

**Context:** Current ARR: [$X]. Target ARR EOY: [$Y]. Burn: [$M/mo]. Runway: [N months]. Team: [headcount + plan].

**Task:** Produce the annual plan. North star metric. 3-5 strategic bets (each: thesis + investment + measurable outcome). Quarterly milestones. Headcount plan. Investment + risk model. The ONE thing that, if it works, makes the year a win.

**Constraints:** ≤5 bets · each bet falsifiable · milestone calendar real · headcount tied to revenue plan.

**Output format:** Annual plan markdown + quarterly milestone calendar + investment model.

How to use this prompt

  1. 1

    Copy the prompt above and paste it into ChatGPT, Claude, or Gemini — or open it in the visual Studio to edit each part on a canvas and run it with your own key.

  2. 2

    Replace any bracketed placeholders with your specifics. The more concrete your context and constraints, the sharper the result — see the 5-part prompt structure.

  3. 3

    Run it, then refine. Ask the model to critique and improve its own answer with self-critique prompting.

Techniques in this prompt

Role-Based

Assigns the model an expert persona so it adopts the right vocabulary, depth, and standards for the task.

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Chain-of-Thought

Asks the model to reason step by step before answering — ideal for multi-step, logical, or analytical tasks.

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