Merge and Acquisition Management Meeting Agenda
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Annual Planning Agenda
Get this templateUse this agenda to add structure to your work session and to ensure your staff is on the same page during your annual planning meeting.
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In-meeting Experience
Today @ 10:30 - 11 AM
Annual Planning
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Annual Planning Agenda
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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?
