Livingstone - Business Consultants

How is the annual plan done?

Mature established company board of directors usually have a well-established annual planning process to which you may find yourself unsure how you will be able to contribute. This tutorial will take you through what is involved in annual plan preparation so you can be able to be an effective board member during annual planning reviews.

You should purchase this tutorial if:

  • You are unsure how a board should drive the annual planning process
  • You are unsure how the board inserts its long term goals into the annual plan
  • The board you are on needs more effective direction of the manager’s operational achievements
  • You are on a board of directors that is concerned about the lack of ownership by the manager of the annual plan

This tutorial will teach you:

  • The reasons for a sound process for the setting of an annual plan
  • How current issues and problems with the manager’s performance can be addressed in the annual plan
  • The benefits of gaining the manager’s acceptance of what the board requires in an annual plan
  • How different aspirations of the board and manager can be incorporated in the annual plan within the strategic direction the board has set
  • How financial budgets are tied into the annual plan

After you finish this tutorial you will be able to:

  • Participate with confidence to the annual planning process
  • Be able to advise other directors on reviewing of an annual plan
  • Assist your board to improve the delegation of its annual plan and thereby the board’s effectiveness
  • For multiple use rights of our solutions including associated policies we have packages of 5 tutorials inclusive of initial training available. The investment is NZ$6,000.00 plus GST.

    The investment for single use rights of this tutorial solution is NZ$620.00 plus GST  and for the each policy by itself is NZ$120.00 plus GST. Supportive training is an additional investment above the individual pricing of the tutorial solution or policy.

    Please contact us to discuss your needs so we can ascertain that they will be met by the individual tutorial you are purchasing.

PRICE: $620.00 excluding GST


If you aren't sure if this tutorial is the right one for you, please feel free to send us an email and tell us about your current situation. We'll send you a reply within 24 hours and let you know if it's the right one for you, and if not, which tutorial would better solve the issues you're currently experiencing.

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