Annual Plan Slide Template
Download an Annual Plan Slide Template for
PowerPoint
| Google Slides
When to Use This Template: This template is ideal for corporate executives, business managers, and marketing professionals to communicate their annual objectives and inform stakeholders of their strategic vision.
Notable Template Features: Use this template to highlight the vision statement, goals, key performance indicators (KPIs), owners, and progress updates for each quarter of your annual plan.
Define your organization’s approach to accomplishing objectives and goals with this collection of free strategic planning templates.
Annual Planning Template With Gantt Chart
Download an Annual Planning Template With Gantt Chart for
Excel
| Google Sheets
When to Use This Template: Project and business management professionals can use this template to visualize objectives and deliverables across a timeline.
Notable Template Features: This spreadsheet template includes a section for providing a quick overview of your mission and objectives before diving into the detailed plan. Enter the start and due dates for global priority objectives. The template automatically populates these dates into a Gantt chart for a visual representation of the timeline.
Annual Planning Template With Calendar
Download an Annual Planning Template With Calendar for
Excel
|
Microsoft Word
| Google Docs | Google Sheets
When to Use This Template: This template is ideal for corporate executives, as well as marketing and business management professionals, to organize and align tasks with their goals.
Notable Template Features: The calendar, with a separate sheet for each month, provides the space for entering details on any day of the year in a clear format. This spreadsheet also includes a global priorities chart for detailing your annual plan.
Annual Marketing Plan Template
Download an Annual Marketing Plan Template for
Excel
| Google Sheets
When to Use This Template: Marketing and business professionals and executives can use this template to align their marketing efforts with objectives and reach their target audiences.
Notable Template Features: This comprehensive template details objectives, target audiences, and projected and annual costs for all marketing campaigns and projects. The timeline features columns where you can outline your specific marketing plan for each quarter, month, and week.
Check out this collection of free nonprofit marketing plan templates and samples to outline and manage your campaigns.
Annual Operational Plan Template
Download an Annual Operational Plan Template for
Excel
| Google Sheets
When to Use This Template: Operations and project management professionals and business owners can use this template to outline their goals and strategic plans.
Notable Template Features: Enter the executive summary and operational plan details into the convenient spreadsheet. List the responsible party, resources, start and end dates, and the number of days for each project task. The spreadsheet chart tracks progress each quarter and month to help you manage time and resources.
Check out this collection of free operational plan templates for various templates and learn more about operational plans.
Annual Training Plan Template
Download an Annual Training Plan Template for
Microsoft Word
| Google Docs
When to Use This Template: This template is ideal for training and development professionals, human resources professionals, and department heads responsible for planning and implementing training programs in their organizations.
Notable Template Features: This comprehensive spreadsheet includes fields for detailing objectives, performance metrics, and outcomes for training goals. The Resources table includes columns for training budget, staff, full-time equivalents, and travel fund estimates. You can also list training and review schedules with this template.
Nonprofit Annual Strategic Plan Template
Download a Nonprofit Annual Strategic Plan Template for
Microsoft Word
| Google Docs
When to Use This Template: This template is ideal for nonprofit executives, board members, and program and development professionals to set goals and outline strategies for nonprofit organizations.
Notable Template Features: Enter your nonprofit organization's mission, vision, and core values in the template fields and slides. You can detail the importance, action steps, and success metrics for your nonprofit's strategic goals. Also, list each goal's budget, start and end dates, and stakeholders.
Check out this collection of free nonprofit strategic plan templates for examples and guidance on creating a nonprofit strategic plan.
Annual Business Plan Template
Download an Annual Business Plan Template for
Excel
| Google Sheets
When to Use This Template: This template is ideal for entrepreneurs, business owners, and executives outlining goals and striving for efficiency and growth in the upcoming year.
Notable Template Features: This business plan template features a three-year sales forecast and cash flow sheets. It also includes data fields for the executive summary, company overview, target market, marketing plan, key assumptions, and more essential business plan elements.
Annual Fundraising Plan Template
Download an Annual Fundraising Plan Template for
Excel
| Google Sheets
When to Use This Template: Nonprofit organizations, educational institutions, and healthcare organizations can use this template to outline fundraising goals, strategies, timelines, and budgets.
Notable Template Features: This template outlines targets and obstacles for donor acquisition, engagement, and retention. Use the timeline to enter quarterly and monthly costs, hours, and resource estimates for fundraising activities
Types of Annual Planning Templates
Many annual planning templates are available, each formatted to help you outline and detail process steps, strategic goals, and more.
Select the template that best suits your organization's annual planning needs:
- Annual Planning Templates: Use an annual plan slide template to present the goal, key performance indicator (KPI), owner, and progress content for each quarter. These templates are perfect for outlining objectives and strategies for stakeholders.
- Annual Planning Gantt Chart Templates: Use an annual planning template with a Gantt chart to visualize deliverable statuses in a detailed timeline. These templates simplify planning by automatically entering start and end dates into a Gantt chart.
- Annual Planning Calendar Templates: An annual planning template with a calendar allows you to list and organize plan details at a glance for any day of the year.
- Annual Marketing Plan Templates: Document objectives and costs for your marketing campaigns and projects with an annual marketing plan template.
- Annual Operational Plan Templates: An annual operational plan template charts operational tasks, their corresponding goals, and strategies over a year. These templates enable you to document resources, evidence of success, and status updates.
- Annual Training Plan Templates: Manage your organization's training resources, programs, objectives, and schedules with an annual training plan template. These templates document immediate training needs, mandatory training, and review schedules.
- Nonprofit Annual Strategic Plan Templates: Use a nonprofit annual strategic plan template to list your nonprofit's mission and vision statements. Detail strategies, success metrics, budgets, and stakeholders for your organization's yearly goals.
- Annual Business Plan Templates: A comprehensive annual business plan template includes the executive summary, company overview, SWOT analysis, and other key elements of a business plan. These templates usually include features for calculating sales forecasts, financial statements, and other essential data.
- Annual Fundraising Plan Templates: Acquire and retain donors using an annual fundraising plan template. These templates feature a timeline for planning and tracking monthly and quarterly fundraising activities so that you can achieve your fundraising goals.
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