Andrew Morales | Annual Planning: Reflections on the Role of RevOps

In this episode, host Mark Lerner chats with Andrew Morales, VP of Revenue Operations at Captivate IQ, about the intricacies of annual planning. They delve into actionable strategies, capacity modeling, and real-world challenges of planning for growth. 

Whether you're in RevOps, finance, or a business leader, this episode is packed with insights to sharpen your strategic planning game! 💡✨

⏱ Chapters:
0:00 Intro: Welcome to the Revamp Podcast
1:32 Guest Introduction: Meet Andrew Morales
5:10 Why Annual Planning Matters
8:25 Transforming Plans into Action with RevOps
13:45 The Capacity Model: A RevOps Game-Changer
20:30 Scenario Planning: Base, Upside & Worst-Case Approaches
25:12 Challenges of Shifting Market Focus
30:50 Aligning RevOps and Finance for Success
38:10 Lessons Learned: Internal and External Reflections
42:30 Wrap-Up: Key Takeaways & Closing Thoughts

🔥 Key Takeaways:
Bottoms-up vs. Top-down Planning: Finding the balance.
The Power of Capacity Models in RevOps.
Leveraging scenario planning for agility and precision.
Lessons from shifting market focus and internal growth.
🛠️ Featured Topics:

Revenue Operations Strategy
Aligning RevOps and Finance
Planning Tools and Templates
Overcoming Data Limitations in Strategy
📌 Learn More:
Follow Andrew Morales and Captivate IQ for insights on planning, compensation, and RevOps: LinkedIn https://www.linkedin.com/in/andrewryanmorales.
Explore Captivate IQ’s resource hub: The Multiplier https://multiplier.captivateiq.com.

💬 Join the Conversation:
What are your top strategies for annual planning? Drop your thoughts below and let’s discuss! 👇

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