--- title: Functionly - Annual Strategic Planning - Use Cases description: Restructures - 50-70% of company restructures fail to reach the shared objectives --- [![Functionly Logo](https://www.functionly.com/hubfs/Functionly%20Logo.svg) ](https://www.functionly.com/?hsLang=en) [Features ](https://www.functionly.com/use-cases/annual-strategic-planning#) ## Chart the course to your future org Visualize your workforce by unifying people data across systems, and design the future-state structure your strategy demands.  [Features ](https://www.functionly.com/features?hsLang=en) #### [![Group 1208-1](https://www.functionly.com/hubfs/Group%201208-1.svg) Data, Integrations, AI  & Templates🫰🏼 Visualize your org instantly and keep it updated automatically. 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[Use cases ](https://www.functionly.com/use-cases?hsLang=en) [Restructures ](https://www.functionly.com/use-cases/restructures?hsLang=en) [Workforce expansion ](https://www.functionly.com/use-cases/workforce-expansion?hsLang=en) [Reduction in workforce (RIF) ](https://www.functionly.com/use-cases/reduction-in-workforce?hsLang=en) [Mergers & acquisitions ](https://www.functionly.com/use-cases/mergers-and-acquisitions?hsLang=en) [Annual strategic planning ](https://www.functionly.com/use-cases/annual-strategic-planning) [New executives ](https://www.functionly.com/use-cases/new-executives?hsLang=en) [Executive accountability ](https://www.functionly.com/use-cases/executive-accountability?hsLang=en) [New strategic direction ](https://www.functionly.com/use-cases/new-strategic-direction?hsLang=en) [Preparing for org change ](https://www.functionly.com/use-cases/preparing-for-org-change?hsLang=en) [Pricing ](https://www.functionly.com/pricing?hsLang=en) [Resources ](https://www.functionly.com/use-cases/annual-strategic-planning#) ## The Org Design Podcast The only podcast focused on org design, where thinkers and doers unpack what makes healthy teams work. [Listen ](https://www.functionly.com/org-design-podcast?hsLang=en) #### [![Group 1321](https://www.functionly.com/hubfs/Group%201321.svg) Orginometry blog Read the latest trends impacting org design. Read](https://www.functionly.com/orginometry?hsLang=en) #### [![Group 1320](https://www.functionly.com/hubfs/Group%201320.svg) Case studies Discover best practices from success stories. Discover](https://functionly.com/case-studies) #### [![Group 1322](https://www.functionly.com/hubfs/Group%201322.svg) Help center Explore Functionly product how-to’s. Learn](https://www.functionly.com/help?hsLang=en) #### [![Group 1323](https://www.functionly.com/hubfs/Group%201323.svg) Expert program Contribute to our org design blog or podcast. 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Learn more](https://www.functionly.com/help/getting-started?hsLang=en) [ Login ](https://labs.functionly.com/) [Free Trial ](https://labs.functionly.com/sign-up) [ Features ](https://www.functionly.com/use-cases/annual-strategic-planning#) [ Features Overview ](https://www.functionly.com/features?hsLang=en) [ Data, Integrations, AI & Templates ](https://www.functionly.com/features/data-integrations-ai-templates?hsLang=en) [ Groups, Dotted-lines, Accountabilities ](https://www.functionly.com/features/groups-dotted-lines-accountabilities?hsLang=en) [ Scenarios, Forecasts, Change Planning ](https://www.functionly.com/features/scenarios-forecasts-change-planning?hsLang=en) [ Collaboration, Sharing, Security ](https://www.functionly.com/features/collaboration-sharing-security?hsLang=en) [ Use Cases ](https://www.functionly.com/use-cases/annual-strategic-planning#) [ Restructures ](https://www.functionly.com/use-cases/restructures?hsLang=en) [ Workforce Expansion ](https://www.functionly.com/use-cases/workforce-expansion?hsLang=en) [ Reduction in Workforce (RIF) ](https://www.functionly.com/use-cases/reduction-in-workforce?hsLang=en) [ Mergers and Acquisitions ](https://www.functionly.com/use-cases/mergers-and-acquisitions?hsLang=en) [ Annual Strategic Planning ](https://www.functionly.com/use-cases/annual-strategic-planning) [ New Executives ](https://www.functionly.com/use-cases/new-executives?hsLang=en) [ Executive Accountability ](https://www.functionly.com/use-cases/executive-accountability?hsLang=en) [ New Strategic Direction ](https://www.functionly.com/use-cases/new-strategic-direction?hsLang=en) [ Preparing for Org Change ](https://www.functionly.com/use-cases/preparing-for-org-change?hsLang=en) [ Pricing ](https://www.functionly.com/pricing?hsLang=en) [ Resources ](https://www.functionly.com/use-cases/annual-strategic-planning#) [ Org Design Podcast ](https://www.functionly.com/org-design-podcast?hsLang=en) [ Orginometry Blog ](https://www.functionly.com/orginometry?hsLang=en) [ Case Studies ](https://functionly.com/case-studies) [ Help Center ](https://www.functionly.com/help?hsLang=en) [ Expert program ](https://www.functionly.com/expert-guest-referral?hsLang=en) [ Get Started ](https://www.functionly.com/use-cases/annual-strategic-planning#) [ Test drive ](https://labs.functionly.com/template/t_cxWhVCXifPHMVPhG-functionly-demo/) [ Templates ](https://www.functionly.com/org-chart-templates?hsLang=en) [ Partners ](https://www.functionly.com/partners?hsLang=en) [ Guided demo ](https://www.functionly.com/product-demo?hsLang=en) [ New user guide ](https://www.functionly.com/help/getting-started?hsLang=en) # Annual Strategic Planning #### Turn your company's strategic vision into an operational org structure and ensure strategic workforce alignment. [Get started now](https://labs.functionly.com/sign-up/?plan=price_1HglepB3rgwynYaJ8QTgiA3K) ![Group 8983](https://www.functionly.com/hubfs/Use%20Case%20Icons%202/Group%208983.svg) ## 70% of organizations struggle with misalignment between strategy and structure, leading to inefficiencies and missed targets (Gartner). ![Group 9023](https://www.functionly.com/hubfs/Use%20Case%20Icons%202/Group%209023.svg) ## 30% Companies that regularly engage in structured strategic planning are 30% more likely to outperform their peers in revenue growth (HBR) ![Group 8923](https://www.functionly.com/hubfs/Use%20Case%20Icons%202/Group%208923.svg) ## 75% of executives report that their annual strategic reviews uncover critical gaps in their organizational design (Bain) ## Blueprint success together Annual business planning is regarded as a pivotal season for every organization, providing executive leadership the chance to align future plans, business goals, and budget prioritization. These reviews can reveal underlying pain points, misaligned structures, unclear accountabilities, and organizational design gaps which hinder successful execution.  [![Get started](https://no-cache.hubspot.com/cta/default/7832858/1a48a880-8a14-46b3-b818-fbc9485fd156.png)](https://cta-redirect.hubspot.com/cta/redirect/7832858/1a48a880-8a14-46b3-b818-fbc9485fd156) ![restructure-img](https://www.functionly.com/hubfs/restructure-img.svg) ## Brands who use Functionly ![Gartner_logo](https://www.functionly.com/hubfs/Functionly_2020/Logos/Gartner_logo.svg) ![Dominos_pizza_logo](https://www.functionly.com/hubfs/Functionly_2020/Logos/Dominos_pizza_logo.svg) ![Zendesk_logo](https://www.functionly.com/hubfs/Functionly_2020/Logos/Zendesk_logo.svg) ![Honeywell_logo](https://www.functionly.com/hubfs/Functionly_2020/Logos/Honeywell_logo.svg) ![DocuSign_Logo](https://www.functionly.com/hubfs/Functionly_2020/Logos/DocuSign_Logo.svg) ![UNIQLO_logo](https://www.functionly.com/hubfs/Functionly_2020/Logos/UNIQLO_logo.svg) ![Spotify_logo_with_text](https://www.functionly.com/hubfs/Functionly_2020/Logos/Spotify_logo_with_text.svg) ![NASCAR_logo_2017](https://www.functionly.com/hubfs/Functionly_2020/Logos/NASCAR_logo_2017.svg) ![Philips_logo_new](https://www.functionly.com/hubfs/Functionly_2020/Logos/Philips_logo_new.svg) ![CLEAR_Logo](https://www.functionly.com/hubfs/Functionly_2020/Logos/CLEAR_Logo.svg) ![Netflix_2015_logo](https://www.functionly.com/hubfs/Functionly_2020/Logos/Netflix_2015_logo.svg) ![University_of_Cambridge-Logo.wine](https://www.functionly.com/hubfs/Functionly_2020/Logos/University_of_Cambridge-Logo.wine.svg) ![motive-formerly-keeptruckin-seeklogo.com](https://www.functionly.com/hubfs/Functionly_2020/Logos/motive-formerly-keeptruckin-seeklogo.com.svg) ![Amazon_logo](https://www.functionly.com/hubfs/Functionly_2020/Logos/Amazon_logo.svg) ![Marriott_Logo](https://www.functionly.com/hubfs/Functionly_2020/Logos/Marriott_Logo.svg) ![New_Linksys_Logo,_Jan_5_2022](https://www.functionly.com/hubfs/Functionly_2020/Logos/New_Linksys_Logo%2c_Jan_5_2022.svg) ![3M_wordmark](https://www.functionly.com/hubfs/Functionly_2020/Logos/3M_wordmark.svg) ![Cisco_logo_blue_2016](https://www.functionly.com/hubfs/Functionly_2020/Logos/Cisco_logo_blue_2016.svg) ![BMW_logo_(gray)](https://www.functionly.com/hubfs/Functionly_2020/Logos/BMW_logo_(gray).svg) ## How Functionly helps annual strategic planning ![Consolidate-reporting-lines-OR-Plan-multiple-future-states-OR-Interactive-org-charts](https://www.functionly.com/hs-fs/hubfs/2024%20Use%20Case/PNG%20rounded%20corners/Consolidate-reporting-lines-OR-Plan-multiple-future-states-OR-Interactive-org-charts.png?width=1500&height=1022&name=Consolidate-reporting-lines-OR-Plan-multiple-future-states-OR-Interactive-org-charts.png) ### Plan future scenarios Quickly sketch out future-state orgs with drag-and-drop precision, compare their implications, and create step-by-step change plans that align with your business milestones. [ See Features ![right-arrow](https://www.functionly.com/hubfs/right-arrow.svg) ](https://www.functionly.com/features?hsLang=en) ![Financial-forecast-OR-Create-strategic-change-plans-OR-Plan-future-scenarios](https://www.functionly.com/hs-fs/hubfs/2024%20Use%20Case/PNG%20rounded%20corners/Financial-forecast-OR-Create-strategic-change-plans-OR-Plan-future-scenarios.png?width=1500&height=1022&name=Financial-forecast-OR-Create-strategic-change-plans-OR-Plan-future-scenarios.png) ### Forecast cost and headcount Functionly models future costs, headcount, and FTE in real time—even in the most complex matrix organizations—giving you a clear financial forecast with every organizational change. [ See Features ![right-arrow](https://www.functionly.com/hubfs/right-arrow.svg) ](https://www.functionly.com/features?hsLang=en) ![Collaborate-with-Stakeholders](https://www.functionly.com/hs-fs/hubfs/2024%20Use%20Case/Collaborate-with-Stakeholders.jpg?width=1920&height=1308&name=Collaborate-with-Stakeholders.jpg) ### Collaborate with key stakeholders Work together with trusted team members to iterate your future org design, creating a collaborative process that ensures everyone is aligned and engaged with the changes. [ See Features ![right-arrow](https://www.functionly.com/hubfs/right-arrow.svg) ](https://www.functionly.com/features?hsLang=en) ![Create-hiring-plans](https://www.functionly.com/hs-fs/hubfs/2024%20Use%20Case/PNG%20rounded%20corners/Create-hiring-plans.png?width=1500&height=1022&name=Create-hiring-plans.png) ### Hiring plan Visualize growth without the grind. Identify new positions, reporting lines, and vacancy stages—all in one clear, interactive chart that keeps your hiring plans on track. [ See Features ![right-arrow](https://www.functionly.com/hubfs/right-arrow.svg) ](https://www.functionly.com/features?hsLang=en) ## Start with clarity, move to vision Starting with a clear and cohesive view of the current org state, Functionly removes the challenges associated with lack of clarity, and lays a canvas from which strategic planning can begin collaboratively. As executives engage in planning processes, Functionly offers the right tools to visualize, adjust, and align an organization to drive long-term success. [![Get started](https://no-cache.hubspot.com/cta/default/7832858/1a48a880-8a14-46b3-b818-fbc9485fd156.png)](https://cta-redirect.hubspot.com/cta/redirect/7832858/1a48a880-8a14-46b3-b818-fbc9485fd156) ![Stairs](https://www.functionly.com/hs-fs/hubfs/Stairs.jpg?width=638&height=543&name=Stairs.jpg) ## Why companies trust Functionly with their org design [Visit Case Studies ](https://www.functionly.com/case-studies?hsLang=en) If you’re trying to envision a future org structure, then you need Functionly. It’s invaluable to visualize hires, functions, and span of control. ALAN KAMIS, COO ![Alan avatar](https://www.functionly.com/hubfs/Alan%20avatar.png) [Keep reading ](https://www.functionly.com/case-studies/codemax?hsLang=en) ![CodeMax Logo](https://www.functionly.com/hubfs/CodeMax%20Logo.png) COMPANY SIZE Mid-Market INDUSTRY Healthcare USE CASE Workforce Planning, Restructures & Re-orgs Keep reading We sold 80% of the business. I had to figure out what to keep, where we had duplication, and how to staff a smaller but more focused team. BEN SAVAGE, CEO ![Ben avatar](https://www.functionly.com/hubfs/image%2067%20(1).png) [Keep reading ](https://www.functionly.com/case-studies/veritas-automata?hsLang=en) ![Veritas Automata Logo](https://www.functionly.com/hubfs/image%2066.png) COMPANY SIZE Mid-Market INDUSTRY Technology USE CASE Workforce Planning, Reduction in Workforce Keep reading Functionly helped me see gaps in my organization — Once I saw it all laid out, I could confidently restructure, hire, and plan for future growth. HEINZ VIELUF JR., PRESIDENT ![Heinz avatar](https://www.functionly.com/hubfs/Heinz%20oval-1.png) [Keep reading ](https://www.functionly.com/case-studies/cibao-meat-products?hsLang=en) ![Cibao Meat logo](https://www.functionly.com/hubfs/CibaoMeatlogo.png) COMPANY SIZE Mid-Market INDUSTRY Food Production & Distribution USE CASE Workforce Planning, Mergers & Acquisitions Keep reading ## Get started now Setup in minutes and save hundreds of hours scenario planning your future org structures [Trial for 22 days](https://labs.functionly.com/sign-up/) [See a demo](https://labs.functionly.com/template/102/orgchart) ## SOC 2 cloud based enterprise security Make important decisions with the peace of mind that your data and privacy are protected. ![aicpa-soc](https://www.functionly.com/hubfs/aicpa-soc.svg) Workforce design for a fast changing world [Start free trial ](https://labs.functionly.com/sign-up) [![Functionly Logo White](https://www.functionly.com/hubfs/Functionly_2020/Images/Functionly%20Logo%20White.svg "Functionly Logo White")](https://www.functionly.com/?hsLang=en) ### Subscribe to our newsletter [![21972-312_SOC_NonCPA](https://www.functionly.com/hubfs/21972-312_SOC_NonCPA.svg "21972-312_SOC_NonCPA")](https://www.aicpa.org/soc4so) ### Product ### Company ### Resources #### © Copyright 2025 Functionly - [![G2](https://www.functionly.com/hubfs/Functionly_2020/Images/G2.svg) ](https://www.g2.com/products/functionly/reviews) - [![Crunchbase](https://www.functionly.com/hubfs/Functionly_2020/Images/Crunchbase.svg)](https://www.crunchbase.com/organization/functionally) - [![twitter](https://www.functionly.com/hubfs/Functionly_2020/Images/x_logo.svg)](https://x.com/Functionly) - [![linkedIn](https://www.functionly.com/hubfs/Functionly_2020/Images/linkedin.svg)](https://www.linkedin.com/company/functionly/) - [![youtube](https://www.functionly.com/hubfs/Functionly_2020/Images/youtube.svg)](https://www.youtube.com/channel/UCwWXfY_N8Faob1Fha8orofA?)