Annual Meeting Template

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Ensure a reflective and forward-looking annual meeting with this meeting template. Each topic is chosen to provoke discussion, celebrate success, address challenges, and align on future directions

Desktop Experience
In-meeting Experience
Tue, Aug 4
4 Aug
10:30 - 11 AM
Annual Meeting
10:30 - 11 AM
1 - 2 PM
4 Aug
9:30 - 11 AM
2 - 3 PM
Annual Meeting
Today @ 10:30 - 11 AM
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Annual Meeting
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Annual Meeting Template
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  • Pick a template

    Save time with a pre-built template complete with recommended talking points to get you started

  • Customize it

    In Fellow, customize headers, talking points, and more before using it in your next meeting

  • Bring it to life

    Use the template in real-time with your meeting attendees to collaborate on meeting notes

What’s inside this annual meeting template?

1Year in review

Present a comprehensive overview of achievements, challenges, and growth areas over the past year.

2Financial performance summary

Share a detailed analysis of financial results, budget adherence, and financial health.

3Operational highlights and improvements

Review operational milestones, process improvements, and efficiency gains.

4Product and service innovations

Discuss new product launches, service enhancements, and innovation outcomes.

5Market and competitive landscape

Analyze market trends, competitive dynamics, and strategic positioning.

6Human resources and talent management

Discuss staffing changes, talent development initiatives, and HR strategies.

7Customer and stakeholder engagement

Share insights on customer satisfaction, stakeholder feedback, and engagement strategies.

8Compliance and risk management

List updates on compliance standards, risk management practices, and mitigation strategies.

9Strategic goals and objectives for the upcoming year

Set strategic priorities, goals, and measurable objectives for the next year.

10Open discussion and feedback

Provide an opportunity for open feedback, suggestions, and discussions on any topic of interest.

11Action items

Document key decisions and next steps.

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Fellow is the only all-in-one AI meeting transcription and management software for remote and hybrid teams. Have fewer, more effective meetings and 1-on-1s with AI, behavior-driving features, and seamless integrations.

  • Brittany Forsyth
    Brittany Forsyth
    Former Chief Talent Officer, Shopify

    Fellow has been a game changer for us. I love how lightweight and easy it is to use. It intuitively builds into my day-to-day rhythm, and the natural flow of Shopify, making it so much simpler to have valuable conversations.”

  • John Gleeson
    John Gleeson
    VP of Customer Success, Motive

    “I've never seen an app spread so quickly. Within a few weeks, there were hundreds of people using Fellow to follow up on the action items that inevitably come out of every meeting. It's been a game-changer for our team.”

  • Sabrina Leblanc
    Sabrina Leblanc
    Director of Sales, SurveyMonkey

    “Fellow has increased my productivity and has resulted in more collaborative 1:1s & team meetings. My team loves capturing their own agenda items. Getting prompted to add talking points is super handy when jumping from one meeting to the next.”

  • Liam Martin
    Liam Martin
    Co-founder, Time Doctor

    “Fellow has completely changed the way we manage meetings at Time Doctor. With 100+ people in 32 different countries, Fellow was one of the tools that took our remote meetings from confusion to clarity.

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