We’ve collected the top annual plan templates in Excel, Microsoft Word, PowerPoint, and Google Slides. Use the templates to build a 12-month strategy that streamlines the annual planning process based on the company’s vision for goal-setting.
An annual plan and a strategic plan serve different purposes for building and organizing a growth strategy. A strategic plan focuses on a company’s direction and long-term goals. The annual plan defines actionable steps to achieve yearly goals.
Review the matrix below to understand the differences between an annual plan template and a strategic plan template.
Download a Simple Annual Plan Template for
Ease your way into annual planning with this simple template that organizes any company’s annual goals, objectives, timelines, and budget. Complete the Overview, Strategies, and Global Priorities sections to build a foundation for goal-setting. Then use the table to list objectives, timelines, owners, budgets, and statuses. Reuse this template year after year to save time and to streamline the annual planning process.
Download an Annual Plan Slide Template for
Use this annual plan template to outline and present a high-level one-year plan to stakeholders. Objectives are organized by quarters, so it’s easy to follow their timelines. Add more slides, including the company’s marketing plan, sales plan, or strategic plan to create a comprehensive presentation of the company’s overarching goals.
Use this yearly planning template with a Gantt chart to list annual objectives. This template is similar to the simple annual plan, but adds a Gantt chart to provide a visual representation of each deliverable’s timeline. Enter the start date and due date for each objective. The template will automatically populate the dates into a Gantt chart making it easy to track each objective’s progress and ensure the plan stays on course.
Download an Annual Planning Template with Calendar
Track important deadlines with this annual planning calendar template. This template has all the features of the simple annual plan template but adds a calendar. The calendar format provides space to enter details under any day of the year. Promote timeline transparency and guarantee deliverables meet their due dates by sharing this template with your team.
Create an annual plan by first reviewing the previous year’s wins and losses to determine where to focus the upcoming year’s efforts. Brainstorm annual goals, list the actions to achieve them, and assign the action steps to team members.
Start drafting an annual plan in Q4 to prepare for the upcoming year. Follow the steps below to create an effective annual plan that drives revenue and growth to any business.
Elements in an annual plan include everything necessary to outline a comprehensive plan for growing any company. Here is a list of elements found in a general annual plan:
Different types of annual plans support specific areas such as budgeting, marketing, operations, and more. Choose an annual plan from the list below that best fits your company’s needs and growth strategy.
Use an annual sales report template to track yearly sales activities and trends.
Use an annual business budget template to evaluate business expenditures vs. revenue over a one-year period.
Use an operational plan template to lay out specific actions and resources needed to reach certain milestones.
Use this annual report template to document the company’s yearly accomplishments, impact stories, financial data, and donor list.
Use this annual marketing report template to document the total projects delivered, KPIs, and marketing financial overview.
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