Annual Planning Agenda

Use this meeting agenda template to add structure to your work session and to ensure everyone is on the same page during your annual planning meeting.

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Industry
Internet
Agency
Non-Profit
Saas
Startup
Consumer
Meeting Scope
Company Wide
Department
All
Meeting type
Strategic Meeting
Host Role / Title
Team Lead
Tone of the meeting
Formal
Formal

Past learnings 🔬

Prepare the review documents and learning for the meeting.


Long term strategy 🧮

What is our current strategy and how will it help us move forward?


Vision and goals 🎯

Discuss the company vision for the future. What does a successful year look like?


Action plan 🗓

Share the monthly, quarterly and annual action plans with everyone.


Communication strategies 🎤

Brainstorm ideas about how to communicate the vision to the rest of the company.


Next steps 🧩

What are the next steps after the meeting? What are everyone's action items?

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