Livingstone - Business Consultants

How is the annual plan done?

If you are on a new or growing company board that needs your input into developing its annual plan you may be unsure of what aspects of an annual planning process are important. This tutorial will walk you through good practices of annual plan preparation so you can contribute to the discussions.

You should purchase this tutorial if:

  • You are unsure what outcomes the board wants from the current year’s operations
  • You are concerned that the manager is not involved in developing the annual plan
  • The board you are on needs to separate its roles and that of the manager
  • You are on a company board that lacks a process to develop an annual plan and budget from the long term goals

This tutorial will teach you:

  • How an annual plan is best done collaboratively with the manager
  • How to use the annual plan process to aid the separation of the manager’s and the board’s roles
  • What a board policy on annual planning should contain
  • How the performance of the manager can be substantially aided by the setting of annual goals for the company
  • How an annual plan will provide a framework for checking resources needed to implement it

After you finish this tutorial you will be able to:

  • Be a major contributor to the setting of annual goals for your company with your board
  • Have knowledge that other board members can draw on regarding annual planning
  • Ensure your board is effective in its delegation of its vision and long term plans

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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