Yearly Overview
(50 mins)

• Vision & Mission
  5 mins – Manager run through
  This is your chance as a manager to inspire, talk through the company vision and mission, then ask
  10 mins – Group questions
  ”Do you feel as though our actions are aligned with the vision & mission of the company?”
  ”What can we do to be more aligned in [next year]?”
• Core Values
  5 mins – Manager run through
  Same as above, recap the core values to your team, explain how important they are
  15 mins – Group questions
  ”Do you feel as though our actions are aligned with the core values of the company?”
  ”What education do we need to be more aligned in [next year]?”
  ”Which core value do you think as a team we smashed?”
  ”Which core value do you think as a team we could improve? And how are we going to make those improvements?”
• Financial/KPIs overview – 15 mins
  Manager to run through headline goals, targets, what has been hit and what hasn’t last year?

Team reflection discussion
(45 mins):

In this section, we want to create a sense of ownership from our team. We want to make sure they are heard, and their expertise is put into action for our team’s [next year] plans.
Get them to spend 10 minutes writing down the answers to the below questions:

• What 3 things did we do well in [last year] that we should do more of?
• What 3 things did we not do well that we should do less of?
• What are we most excited about for [next year]?

Spend the next 30ish mins going through each question one by one, and hear out each person’s answers, write them all up on a whiteboard, and you should start to see patterns
Finally, commit to some collective actions as to what you want to focus on/do more of, and what you would like to change for [next year].

Current Projects – Review

This section is to run through all ongoing projects, for each one, ask questions like:

• What are we doing really well with this project?
• Where do we think we can make improvements?

Take down actions

Upcoming Projects – Make Action Plan

Same as above, run through any projects that haven’t yet kicked off

• What should be our starting point for this project?
• Where can we see any potential points of failure? How are we going to de-risk them?

Take down actions & responsibilities

[Next year] goals

Here is where you collectively decide what your goals, both financial, KPIs and project goals should be as a team in [next year]. Put numbers against them, and see what the team feel collectively comfortable committing to.

Action review

As with any great meeting, you need some time at the end to review all actions.

Assign these to people in the team, we want the number of actions on each person to be as even as possible.

Then assign dates and all commit together

Let’s go!