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End-of-Year Financial Meeting Template

Use this template to facilitate your next End-of-Year Financial Meeting to evaluate the company’s financial performance and plan for the year ahead.

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What’s inside this Strategic Planning Meeting Template:

1Attendance ✅

List all meeting attendees.

  • [Name]
  • [Name]

2 Financial Highlights

Present the most significant financial results for the year.

  • Revenue
  • Growth year-over-year
  • Net profit year-over-year

3Major Accomplishments

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.

7Action Items

What came out of this meeting? What are your next steps?


Anything else to write down?

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