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Company Meeting Title 
PRESENTER
Agenda 
 Review of Key Objectives and Critical Success 
Factors 
 How Did We Do? 
 Organizational Overview 
 Top Issues Facing Company 
 Review of and Progress Against Prior Goals 
 Key Spending Areas 
 Headcount 
 Goals for Next Period
Review of Key Objectives and 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 Name and 
position 
Name and 
position 
Name and 
position 
Name and 
position 
Name and 
position
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 
 Research and Development 
 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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  • 2. Agenda  Review of Key Objectives and Critical Success Factors  How Did We Do?  Organizational Overview  Top Issues Facing Company  Review of and Progress Against Prior Goals  Key Spending Areas  Headcount  Goals for Next Period
  • 3. Review of Key Objectives and 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 Name and position Name and position Name and position Name and position Name and position
  • 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  Research and Development  Sales and Marketing  General and Administration  Areas of improvement  Areas needing attention/caution
  • 11. Headcount  Goals  Results
  • 12. Goals for Next Period  Strategic undertakings  Financial goals  Other key efforts
  • 13. Summary  Summarize key successes/challenges  Reiterate key goals  Thanks