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Annual Planning Agenda

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

Planning Meetings Team Meetings
Desktop Experience
In-meeting Experience
Meetings
Tue, Aug 4
4 Aug
10:30 - 11 AM
Annual Planning
10:30 - 11 AM
1 - 2 PM
4 Aug
9:30 - 11 AM
2 - 3 PM
Annual Planning
Today @ 10:30 - 11 AM
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Annual Planning
AI Recording in progress
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Annual Planning Agenda
By Fellow.app
Seamless collaboration
Time-saving automations
AI suggested talking points
Auto transcription
Summarization by AI
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  • Pick a template

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

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    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 Planning Agenda:

1🤔 Learnings

Review preparation documents for the meeting and learnings from this year.

2🔜 Long term strategy

What is our current strategy and how we will move forward?

  • Review strategy
  • Specific discussion topics
  • Winning moves and 3-5 year plan

3👀 Common vision

Discuss the vision for the future and what a successful year will look like.

4📅 Action plan

Share the annual and quarterly action plans.

  • Annual
  • Quarterly

4🗣 Communication planning

Share ideas about how will we communicate the vision to the rest of the organization.

  • Cascade plan
  • Communication plan

5✅ Next steps

What are the next steps after this meeting?

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Fellow.app

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Fellow.app

Fellow is the only AI meeting assistant and note taker built for internal and external meetings. Use Fellow to get the most accurate and secure meeting transcriptions, recordings and summaries.

  • 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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