This is meant to give you and your team a recap of the past month/quarter/year and cast the vision of where you’re going. Similar to other meetings, this does have a format that you can confidently follow.
What happened over the past [time period]
What you’ve done well
Finances
Projects completed
Project won
Backlog
New Hires / Team growth
What you can improve on
Where are you going
Projects you’re going after
Clients you’re pursuing
Hires you’re looking to make
Vision for the future
What will the company look like in 5 years?
What can people expect to see?
Revenue
Locations
Opportunities
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