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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.

4Forecast

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.

6Summary

Summarize financial highlights, accomplishments, forecasts, goals, etc.

7Action Items

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

8Notepad

Anything else to write down?

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Fellow.app

Fellow is the meeting productivity and team management software where teams gather to build collaborative agendas, record decisions, and keep each other accountable.

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    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.”

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    Head of Customer Success, KeepTruckin

    “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.”

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    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.”

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    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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