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Annual Work Plan Template

Many boards overlook the importance of creating an annual work plan. While it's not seen as a revenue-generating or risk-mitigating activity, a comprehensive plan for each year is essential.

To support your board's planning, BoardPro offers these four templates to keep you on track throughout the year:

  • Annual Work Plan Template
  • Board Calendar of Actions Template
  • Annual Planning Process Template
  • One-page Strategic Plan

What is an annual work plan?

The annual work plan outlines goals, priorities, and timelines to keep your organisation focused on its strategic objectives and legal obligations. It ensures accountability for key tasks and milestones, aligns the team, and maintains focus.

Get organised and download BoardPro's Annual Work Plan templates here.

 

 

Download your annual work plan template

What's included in the BoardPro Annual Work Plan Template?

The template helps you create a comprehensive annual work plan with customisable sections tailored to your board and organisation.

The BoardPro Annual Work Plan Template covers:

  • Strategic planning and organisational performance
  • Finance, audit, and fundraising
  • CEO/executive director priorities
  • Board affairs
  • Community engagement and relations
Download your template
Board Annual Work Plan Template

Why use an annual work plan template?

Using a template for your annual work plan captures critical information in a professional, actionable format. It:

  • Saves time with a structured, easy-to-follow layout
  • Aligns with professional planning best practices
  • Identifies periods of heavier workloads
  • Tracks board progress
  • Clarifies task responsibilities
Download your templates
Annual Work plan
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"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.)

Annual Work Plan Template FAQs

What is an annual work plan template?

A tool for boards to plan, organise, and schedule their work for the upcoming year. It makes it easier to complete your annual work plan, an essential board document. 

How do I use the template?

Complete the form, and you will receive the template and associated resources by email. Then, download the files and enter your details and data.

The templates have a simple and straightforward design, which makes entering your information easy. Some key pieces of information to have to hand include:

  • Meeting dates
  • Important dates such as tax and statutory obligations
  • Due dates of key documents
  • Board or board member actions
Can I customise the template?

Yes, the template is fully editable to suit your needs.

What format is it in?

The template is provided in Microsoft format for easy editing.

Why should I use this BoardPro template?

It saves time, ensures professionalism, and aligns with best practices for creating annual work plans. 

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