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Table of Contents

  1. 5 Steps to Create an Annual Plan
  2. 14+ Annual Plan Templates
  3. 1. Annual Strategic Plan Template
  4. 2. Annual Operational Plan Template
  5. 3. Annual Marketing Plan Template
  6. 4. Annual Fundraising Plan Template
  7. 5. Free Annual Sales Plan Template
  8. 6. Free Annual Operational Plan Template
  9. 7. Annual Work Plan Format
  10. 8. Annual Action Plan Template
  11. 9. Formal Annual Plan Template
  12. 10. Annual School Plan Template
  13. 11. Standard Annual Plan Example
  14. 12. Printable Annual Plan Template
  15. 13. Sample Annual Plan in PDF
  16. 14. Simple Annual Work Plan Template
  17. 15. Professional Annual Plan Template

14+ Annual Plan Templates in Google Docs | Word | XLS | Pages | Google Sheets | Number | PDF

Any business takes a lot of effort and coordination to flourish. For that, you need an annual business plan that chalks out what path the company is going to take. Moving haphazardly in a business can prove to be disastrous for the company. Thus the annual plan is a crucial piece of document.

5 Steps to Create an Annual Plan

Step 1: Cover Page and Table of Contents

The first step is to make the cover page. It just needs to contain the title ‘Annual Plan’ followed by the year for which it is being created. The document is going to have several sections and even more subsections. That is why it is a good idea to have a table of contents that people can check to jump to a specific section.

Step 2: Executive Summary

After that, enter the executive summary. This should contain the happenings of the previous year and the goals that the company wishes to achieve. To achieve those goals, certain steps need to be taken. Mention those steps as well. This portion need not be too long. A few paragraphs should be enough.

Step 3: Company Overview

In the next section, write the company overview. Mention the type of work that your company does and also the philosophy that it holds true. There must be a bigger picture that is in mind some change that it wishes to make in this world. That information should be put as well. Also, give a brief idea of your business concept.

Step 4: Market Analysis

Before taking any step, you need to be sure of what your competitors are up to. Only then should you try to make a move. Understanding your competitor’s approach would also give you ideas on what you can do differently to gain an advantage. That is why market research is so important.

Step 5: Cash Flow and Implementation

Once the market analysis is done, you need to chalk out the plan that your company needs to follow. In order to implement something, there needs to be enough money to make it happen. That is why keeping a tag of where the money is coming from and where it is going is very important. Include both of them in this section. You can create the sections differently.

14+ Annual Plan Templates

1. Annual Strategic Plan Template

annual strategic plan template
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File Format
  • Google Docs
  • Word
  • Pages

Size: A4 & US

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If you want your business to progress in an organized manner, then you need to have a plan. Though planning itself may not be that difficult, creating a document based on that sure is. This is because a lot of time needs to be spent in the formatting itself. If you want to spare yourself the trouble, download this annual strategic plan template now.

2. Annual Operational Plan Template

annual operational plan template
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File Format
  • Google Docs
  • Word
  • Pages

Size: A4 & US

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An annual operational plan will make sure that the people working in your company are all on the same page and the money that is being spent is well worth it. But creating a plan like this is not easy. It takes a lot of time and hard work. That is why you should consider downloading this plan templates in Google Docs and make the changes to the data.

3. Annual Marketing Plan Template

annual marketing plan template
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File Format
  • Google Docs
  • Word
  • Pages

Size: A4 & US

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When you approach an investor with a proposal, the first thing that he will want to see is your annual marketing plan. He may or may not share the same passion that you have for the thing that you are trying to build. But it won’t matter if you can show a great marketing plan for that would ensure that you know what you are doing and at the end of the day you are going to be making money for him.

4. Annual Fundraising Plan Template

annual fundraising plan template
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File Format
  • Google Docs
  • Word
  • Pages

Size: A4 & US

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If you have been postponing this task for a while now and it can no longer be postponed any further, then it is time that you used our annual fundraising plan sample. With the help of this template, you shall be able to create one for yourself in no time. So download and open this plan template in Word.

5. Free Annual Sales Plan Template

free annual sales plan template
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File Format
  • Google Docs
  • Word
  • Pages

Size: A4 & US

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In order to be successful in the business you have started, you need to be aware of the market. Then you have to create a sales plan that is better than that of your competitors. Only then can you ensure success. If you are not sure of how to create an effective 1-year annual sales plan, then you should definitely download this template.

6. Free Annual Operational Plan Template

free annual operational plan template
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File Format
  • Google Docs
  • Word
  • Pages
  • PDF

Size: A4 & US

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The company will obviously not run on its own. You need to make sure that your employees have a good understanding of what needs to be done and are capable of working in harmony. For that, you need to create an annual action plan that they can reference whenever necessary or when someone new joins in. Download this template to know more.

7. Annual Work Plan Format

annual work plan exampleitacchelp.org
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File Format
  • PDF

Size: 325 KB

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A good annual agenda should contain every important detail starting from the objectives, moving all the way through the activities that are needed to be handled and the resources required. If this is your first time creating one, our suggestion would be that you download this annual work plan template to help you in the process.

8. Annual Action Plan Template

format for the annual action planmha.gov.in
Details
File Format
  • PDF

Size: 151 KB

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Creating an annual action plan for a big company might seem a bit difficult, especially with the formatting and structuring involved. So if you want to download an example that you reference while creating one, you don’t need to look further than this template in PDF over here. It has all that you need and in case you need something that is a little different you can always check out our plan templates as well.

9. Formal Annual Plan Template

formal annual plan templateemsa.ca.gov
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File Format
  • PDF

Size: 59 KB

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Preparing a formal annual plan? Make sure that you don’t forget to mention something important. Don’t worry. You won’t. As long as you have this sample annual marketing plan open in one tab, it should not be too difficult to remember all that you require. Also if you wish to just download a pre-formatted template to do the work, we have them as well.

10. Annual School Plan Template

basic annual plan templatecss.edu.hk
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File Format
  • PDF

Size: 123 KB

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In order to make sure that your students have a bright future ahead of them, you need to come up with an amazing school operational plan. If you are not that good in creating such plans, it’s no issue. Our team of experts has already done the work for you. So all you have to do is download a template like the one shown here and fill it up with the correct details.

11. Standard Annual Plan Example

standard annual plan examplelibrary.concordia.ca
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File Format
  • PDF

Size: 537 KB

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Trying to create a standard annual plan? That should take a while or at least it would if you don’t download this awesome annual plan example. You can just download and start editing this plan. If you need an annual marketing plan as well we have plenty of them. Just download the one that suits your purpose the best and get started.

12. Printable Annual Plan Template

printable annual plan templateworcsacute.nhs
Details
File Format
  • PDF

Size: 5 MB

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If you want to create an annual plan that not only looks good on the web but is also printable, this is the template that you should be giving a look. Check out our annual budget templates as well if you want to make sure that you have your finances in check. Whatever your business is we have the documents that can ease your job.

13. Sample Annual Plan in PDF

sample annual planspark-online.org
Details
File Format
  • PDF

Size: 620 KB

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Several factors can affect the profitability of a company. But having a good plan can prove to be very useful. An annual budget makes sure that you keep your finances in check. An annual maintenance schedule makes sure that your machines are working properly which in turn ensures that you never produce a substandard product.

14. Simple Annual Work Plan Template

simple annual plan templateijc.org
Details
File Format
  • PDF

Size: 405.8 KB

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A detailed annual template takes hours of hard work in order to get completed. If you work in a company with a limited number of employees, you might not get enough time to make it look professional. That could harm you in the long run. We suggest that you download this plan template instead and get started. Check out other annual sales plans as well.

15. Professional Annual Plan Template

professional annual plan templateplanningcommission.gov
Details
File Format
  • PDF

Size: 162.7 KB

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If you have never created a professional annual plan template before, then it is highly suggested that you check out this template that has been created some of the best minds in the industry. Download it now to get started. We have several other documents as well that can prove to be invaluable to you for your business. So bookmark our site.

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