Introduction
  • Introduction to Annual Planning
  • What Is Annual Planning
  • Why is Annual Planning Important
  • Steps in the Annual Planning Process
Preparation for Annual Planning
  • Preparation for Annual Planning
  • Previous Year Review
  • Sample Review Questions
  • SWOT Analysis
Setting Annual Plan Goals and Developing Strategies
  • Goals and Strategies
  • Setting Goals
  • Developing Strategies to Achieve Your Goals
  • Using the Annual Planning Template
Annual Budgeting
  • How Budgeting Aligns with Your Annual Plan
  • Budgeting Tips
Annual Plan Reviews
  • Monthly and Quarterly Annual Plan Reviews
  • Using a Scorecard to Track Performance
Wrap Up
  • Wrap Up