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Company Meeting Title
       Presenter
Agenda
• Review of Key Objectives & Critical Success
  Factors
• How did we do?
• Organizational Overview
• Top Issues Facing Company
• Review of and Progress Against Prior Goals
• Revenue and Profit
• Key Spending Areas
• Headcount
• Goals for Next Period
Review of Key Objectives
       & Critical Success Factors
•   What makes company unique
•   What makes company successful
•   Shared vision
•   Review key undertakings of past year
How Did We Do?
• Brief overview of performance against each
  objective
Organizational Overview
• Introduction and broad goals of each organization
• Any changes
• Organization chart might be effective here
Top Issues Facing Company
• Address any high profile issues
Review of Prior Goals
• Financial
• Competitive
• Progress
Progress Against Goals
• Summary of key financial results
   •   Revenue
   •   Profit
   •   Key spending areas
   •   Headcount
Revenue and Profit
•   Forecast vs. actual
•   Gross margin
•   Important trends
•   Compare company to rest of market
•   Use multiple slides to break out meaningful detail
Key Spending Areas
•   R&D
•   Sales and marketing
•   General and administration
•   Areas of improvement
•   Areas needing attention/caution
Headcount
• Goals
• Results
Goals for Next Period
• Strategic undertakings
• Financial goals
• Other key efforts
Summary
• Summarize key successes/challenges
• Reiterate key goals
• Thanks

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Company meeting title

  • 2. Agenda • Review of Key Objectives & Critical Success Factors • How did we do? • Organizational Overview • Top Issues Facing Company • Review of and Progress Against Prior Goals • Revenue and Profit • Key Spending Areas • Headcount • Goals for Next Period
  • 3. Review of Key Objectives & Critical Success Factors • What makes company unique • What makes company successful • Shared vision • Review key undertakings of past year
  • 4. How Did We Do? • Brief overview of performance against each objective
  • 5. Organizational Overview • Introduction and broad goals of each organization • Any changes • Organization chart might be effective here
  • 6. Top Issues Facing Company • Address any high profile issues
  • 7. Review of Prior Goals • Financial • Competitive • Progress
  • 8. Progress Against Goals • Summary of key financial results • Revenue • Profit • Key spending areas • Headcount
  • 9. Revenue and Profit • Forecast vs. actual • Gross margin • Important trends • Compare company to rest of market • Use multiple slides to break out meaningful detail
  • 10. Key Spending Areas • R&D • Sales and marketing • General and administration • Areas of improvement • Areas needing attention/caution
  • 12. Goals for Next Period • Strategic undertakings • Financial goals • Other key efforts
  • 13. Summary • Summarize key successes/challenges • Reiterate key goals • Thanks