Annual Work Plan Template Download

Creating an annual work plan is often overlooked, especially for smaller organisations, as it isn’t seen as a key revenue raising or risk mitigating activity. However, it is imperative that your board creates a comprehensive work plan for each year. BoardPro’s Annual Work Plan template and bonus Strategic Plan Template will help you and your board stay on track for the year ahead.

It can be hard to know what to include in your governance calendar, or how to set it out. With a no frills approach, our editable work plan template is simple to fill out and maintain. Simply download the template, add crucial dates, actions, and who will complete them. Having the following information on hand will make filling in your annual work plan much easier:

Meeting dates
Important dates, such as when company tax and statutory obligations are due
Dates when key papers are due
Actions you know need completing by the board or a board member/s

Once you’ve got your annual work plan you’ll be in good stead to create your one-page strategic plan. Although only a one-page document, there is some thinking and planning that must go into it. For example, your organisation's purpose statement: putting the purpose of your organisation into a few words is no easy task. Download the strategic plan template now, and be prepared with the following information:

Purpose
Vision
Annual strategy
Core strategy
Goals
Key actions (from your annual work plan)

Get organised and download BoardPro’s annual work plan template and one-page strategy plan template now.

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Annual Work Plan Template

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