Annual planning templates
December 31, 2024 — Simon Kelly
The end of the year is the ideal time to reflect on your progress and plan for the future.
An annual planning template can simplify this process, giving your business or personal goals a clear roadmap.
Templates help you organise your strategy, align teams, and streamline decision-making.
Here are a few recommendations to get started:
- Annual Planning Template by Asana: Ideal for businesses to align goals and milestones.
- Ness Labs Year in Review Template: Combines business and personal reflection.
- YearCompass Booklet: A personal tool for reflecting on the past year and setting meaningful goals for the next.
Whether it’s for your business or personal growth, an annual planning template helps you move into the new year with clarity and purpose.
Happy new year and here’s to your success in the new year!
Author
Simon Kelly
Simon started his first web agency in 2009 which he merged with the SGD team in 2023. With a strong background in digital strategy and a history of working with fast-growing Australian companies, including CyberCX, Envato and Agency Mavericks, he's passionate about using ethical digital marketing that delivers business value. Simon's experience includes coaching digital agencies, running digital marketing workshops, driving growth and excellence within the SGD team.
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