How to Conduct an Annual Business Plan Meeting

See how our sister site, MailerMailer, conducts their annual business planning meeting every January. Highlights:

  1. Create a list of accomplishments and shortcomings of the prior year.
  2. Review company values to make sure new goals are in line with what is important to us.
  3. Discuss opportunities, competition, industry direction and other items to come up with key goals.
  4. Assign difficulty level and priority for each to determine which ones go to the top of the list.
  5. Create a spreadsheet for each quarter that lists each goal and who is responsible for working on it.
  6. Meet regularly throughout the year to make sure you are on track to meet each milestone and to adjust your plan as necessary.


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