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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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Turn your plan into an agenda

Connect each month of your plan to a real meeting, then send that month's topics straight to the agenda. They arrive in their own "Board annual work plan" section – ready to reorder, edit, or build on. Push a single item, a few, or the whole month.

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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, upload your own document or spreadsheet, or let BoardPro AI build a draft plan from what your board has actually discussed over the past 12 months.

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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.)
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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. Load a template built on proven governance structures, upload an existing document or spreadsheet, or have BoardPro AI generate a draft from your past meetings. All three give you something to react to rather than a blank page.

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?

Link each month of your plan to a BoardPro meeting and you'll see the attendee list and a direct link through to that meeting. From there you can push your planned topics onto the agenda, where they appear under a "Board annual work plan" section. It's a one-way push, so you're free to edit the agenda without it changing your plan.

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.

Can BoardPro build a work plan from our past meetings?

Yes. If your board has been meeting in BoardPro, BoardPro AI can read your meeting history and draft an annual work plan from the topics you've actually covered. You'll want to review and tailor it – it's a starting point, not a finished plan.

Do we need AI turned on?

The template and manual options work for every BoardPro plan. Importing an existing file and generating a plan from past meetings both use BoardPro AI, which needs to be enabled for your organisation and are only available on Premium and above plans.