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Annual work plan 

Turn your static spreadsheets into a living roadmap with the annual work plan feature from BoardPro. Balance compliance and strategy in a single view to ensure nothing gets lost in version control.

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Trusted by more than 30,000 board members in 38 countries

Get the full picture of your annual plan

With a dedicated annual view, you can assess your entire year's strategic priorities at a glance, so you don't get bogged down in meeting-specific operational details.

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Make changes to your plan on the fly

With simple drag-and-drop functionality, move agenda topics between months instantly. No need to fight formatting or break spreadsheet formulas.

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A living source of truth, not a static spreadsheet

Eliminate the "which version is this?" confusion. Keep your board on the same page with a live annual board calendar view that updates instantly, replacing static documents and endless email threads.

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Link the "What" to the "When"

View high-level goals for specific meetings, giving you immediate visibility into when the work is happening and who is involved.

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Start your annual board calendar with a proven structure

Don't start your annual work plan from a blank page. Load a pre-built template or upload your own document or spreadsheet to establish a solid governance work plan structure in seconds.

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#1 Easiest to use board management software

What BoardPro customers say on G2

"We use BoardPro for all our meetings and not only is it easy for us, it's proven to be easy to navigate with our not so tech savvy members as well! It's organized, it looks amazing when auditors need to confirm our minutes, and it's just THAT useful. All around amazing!"
Ericka P
Secretary, Small-Business (50 or fewer emp.)
"This is an excellent board tool. Mobility, no paper, ease of navigation, brilliant note options. The ability to quickly find previous papers and minutes is also very helpful for accountability."
Paul M
Chairman, Mid-Market (51-1000 emp.)
"BoardPro has proven itself indispensable. The structured approach makes it easy to compile agendas and Board packs and then use this same structure for creating well-organised minutes. Being able to search for previous decisions and minutes, as well as easily keep tabs on actions is fantastic. The reminders that BoardPro sends out keep everyone on task, without the Board Secretary needing to be too involved."
Virginia C
Board Secretary, Mid-Market (51-1000 emp.)
Staying at the top of your professional game! In the past, preparations for Board meetings were a nightmare as there were always literally mountains of paperwork to prepare, photocopy and share with Board members. This was such a tedious task, not to mention not great for the environment. Now, with BoardPro, all meeting documents are virtual and there is no longer any need for photocopying and wasting so much paper. This has cut our meeting cost down significantly.
Arieta D
Human Resource & Compliance, Small-Business (50 or fewer emp.)
Completely changed our board meetings! The software drastically improves organization of documents and communication before and after meetings. It gives us a central place for recording and reviewing minutes. We use the action items feature extensively, which automates everything so nothing slips through the cracks. The technical support is impressive.
Peter K
President, Mid-Market (51-1000 emp.)
G2 Fastest Implementation G2 - Best Results G2 - Leader G2 - Highest User Adoption G2 - Most Implementable
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It’s time to upgrade your board annual work plan

Whether you want to explore Annual work plan yourself or get a guided tour from one of our experts, we’re ready to help you take control of your governance cycle.

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Frequently asked questions

How is the BoardPro Annual work plan different from the spreadsheet or document I’m currently using?

Unlike a static document that creates version control confusion, BoardPro’s Annual work plan is a "living source of truth". It allows you to visualise your entire year’s strategy at a glance and, crucially, creates a bridge between annual priorities and specific meetings to ensure every goal has a home. When you update the plan, it updates instantly for the whole board, eliminating endless email threads.

Do I have to build my work plan from scratch?

No. You don't have to start from a blank page. You can load a pre-built template based on proven governance structures or upload an existing document or spreadsheet to get started in seconds.

What happens if our schedule changes mid-year?

Change is inevitable, so we made the work plan flexible. You can use the drag-and-drop feature to move agenda items seamlessly between meetings.

How does the annual work plan work with my meetings in BoardPro?

The Annual work plan is designed to "connect the What to the When" by linking your high-level strategy to your existing schedule. You simply connect the months in your work plan to your specific BoardPro meetings. This connection allows you to view the attendee list and instantly navigate directly to that meeting , making it easy to ensure your planned topics are added to the actual meeting agenda.

Is this suitable for committees as well as the main board?

Yes. Best practice governance often requires separate work plans for committees. You can create specific work plans for your Finance or Risk & Audit committees to ensure their topics are tracked and managed alongside the main board’s schedule.