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4 templates for your annual board work planning

Many organisations, especially smaller ones, tend to overlook the importance of creating an annual work plan for their board. It may not be seen as a revenue-generating or risk-mitigating activity, but it is essential for the board to have a comprehensive work plan for each year.

To help you and your board stay on track for the year ahead, we've created a set of templates to start you off

  • Annual board work plan template
  • Board Calendar of Actions
  • Annual planning process template
  • One-page strategic plan

Knowing what to include in your governance calendar and how to structure it can be a challenge. That's why these editable templates are designed with a simple and straightforward approach. Just download the templates, fill in the crucial dates, actions, and assign responsible parties.

To make the process even easier, here are some key pieces of information to have on hand when filling out your annual work plan:

  • Meeting dates
  • Important dates, such as tax and statutory obligations
  • Dates when key documents are due
  • Actions that need to be completed by the board or board members

Once you have your annual work plan in place, you'll be well-prepared to run an annual planning process and create a one-page strategic plan. Although it may be a concise document, it requires thoughtful thinking and planning. For instance, crafting your organisation's purpose statement in a few words is no easy task.

Download our strategic plan template now and be ready with the following information:

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

Get organised and download BoardPro's annual work plan templates here.

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