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> Annual Checklist
Annual Checklist
Financial Review
Review and reconcile all bank statements.
Prepare and analyze profit and loss statements.
Update and review budget for the upcoming year.
Conduct inventory assessment and valuation.
Compliance and Legal
Review and update company bylaws and policies.
Ensure all licenses and permits are renewed.
Conduct annual employee performance reviews.
Verify compliance with local, state, and federal regulations.
Operational Assessment
Evaluate and update operational procedures and workflows.
Review vendor contracts and agreements.
Assess technology and software needs.
Conduct risk assessment and update risk management plan.
Strategic Planning
Review and set organizational goals for the next year.
Analyze market trends and competitive landscape.
Gather feedback from stakeholders and employees.
Develop action plans to achieve strategic objectives.
Employee Engagement
Conduct annual employee satisfaction survey.
Review and update employee benefits and compensation packages.
Plan training and development programs for employees.
Organize team-building activities and events.
Communication and Reporting
Prepare annual report for stakeholders.
Schedule annual general meeting (AGM) and notify participants.
Review and update communication strategy.
Share accomplishments and future plans with the team.
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