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Annual checklist for tasks that need to be done every month

Reflect on the previous year's achievements and challenges

Set SMART goals for the upcoming year

Develop an action plan to achieve those goals

Identify key milestones and deadlines for each goal

Schedule and prepare for an annual performance review

Identify areas for improvement or skills development

Create a professional development plan

Enroll in relevant training programs or workshops

Review ongoing projects and assess progress

Identify any risks or issues and develop mitigation strategies

Plan and allocate resources for upcoming projects

Communicate project updates and deadlines to stakeholders

Review and update contact lists and organizational charts

Schedule regular team meetings and check-ins

Evaluate and optimize communication tools and platforms

Foster collaboration and teamwork through team-building activities

Review and update company policies and procedures

Renew necessary licenses and certifications

Conduct a thorough audit of files and records

Update and distribute employee handbooks or manuals

Review and analyze the previous year's financial performance

Develop an annual budget and allocate resources accordingly

Monitor expenses and revenue on a monthly basis

Evaluate opportunities to streamline costs and improve profitability

Remember to customize the sections and tasks to align with your specific work responsibilities and industry.

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