What’s inside this Strategic Planning Meeting Template:
List all meeting attendees.
2 Financial Highlights
Present the most significant financial results for the year.
- Growth year-over-year
- Net profit year-over-year
Note any important business milestones.
Include the reasons for any significant variances from the initial forecast.
5Goals 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?
Anything else to write down?