Use this template to facilitate your next End-of-Year Financial meeting that brings the team through the beginning of the year to the end. Evaluate the company’s financial performance and plan for the year ahead.
List all meeting attendees:
Present the most significant financial results for the year.
Net profit year-over-year
Note any important business milestones.
Include the reasons for any significant variances from the initial forecast.
Goals for the Upcoming Year
List the company goals for the next upcoming year to increase revenue.
Summarize financial highlights, accomplishments, forecasts, goals, etc.
What came out of this meeting? What are your next steps?
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