Livingstone - Business Consultants

How is the annual plan done?

If you are on a not for profit board that needs your input into its annual planning process you may find yourself wondering how you will be able to contribute. This tutorial will walk you through basics of an annual plan preparation so that you will be able to participate with confidence.

You should purchase this tutorial if:

  • You are unsure about how a board should be involved in the preparation an annual plan
  • You are unsure how the board and the manager work together on an annual plan
  • The board you are on needs more say in current activities organised by the manager
  • You are on a not for profit board that does not link its long term planning to its annual plan and lacks a process to do so

This tutorial will teach you:

  • A simple process for your board to use in the setting of an annual plan
  • How vital a not for profit board’s role is in annual planning
  • What key elements there are in annual planning and who to involve in the process
  • The benefits of a manager and a board working together in the setting of the annual goals
  • Where you can go for further help

After you finish this tutorial you will be able to:

  • Contribute with confidence to the development of an annual plan with your board
  • Mentor other board members on the process of reviewing an annual plan
  • Help lay the foundations for your board to improve its performance and 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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