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How to Create a Year Plan [10 + Templates to Download]

Approximately, there exist around 30.2 million small businesses all across the U.S., providing 58.9 million people job opportunities according to the U.S. Small Business Administration. These numbers aren’t just a series of symbols that don’t mean anything. Instead, these digits indicate a whole lot of competition and challenges. It is always a hurdle for the new companies to make a name on this dog-eat-dog economy, but how do these economic giants succeed? An article from Forbes states that one of their main habits includes planning and not just simple, but a yearly or a long-term one.

5 Steps in Making a Year Plan

One of the best plans created by different organizations is the yearly or annual plan. It is a necessity for a company, entity, or business to at least have a goal. It does not just help the company grow. Below are guiding questions that serve as steps in making an annual plan.

Step 1: Where are you headed?

As Ziglar once said, “If you aim at nothing, you will hit it every time.” The Oregon Trail was an excellent example of this first question. Although it was hazy, they knew that there was a possibility of going somewhere and thus the beginning of this continental expansion. People fought off the cold weather and the long route all for the sake of their vision getting fulfilled. That’s why answering this question is essential as it doesn’t just allow people to gleam upon what’s ahead, but it also unifies everyone on the same goal.

Step 2: How do you get there?

The Continental Divide was a massive hurdle for these settlers. Although the journey started at around 1840s, a previous success made by a bunch of merchants expanded their horizon, that’s why, although the path was a bit impossible. It was not enough for these explorers to stop their course because they knew it was feasible. As the leader, try to answer this question together with everyone — brainstorm on how you reach starting here unto there.

Step 3: Identify your needs.

People traded their houses for flour, bacon, and sugar. It was a great migration that in the long run, made the impossible possible, greatly expanding the U.S. Territory. The same with these explorers, knowing what is needed could help the company either make or break the vision. So, prioritize the need and not just the wants.

Step 4: Decide on a deadline.

Time-bound programs are the best. Strategies need to have a timetable. It’s not enough to put things yearly. If possible, make it quarterly and even monthly. If it isn’t attainable, it’s going to create a void that could impede the followers of the said scheme. So, do balance things and be rational enough to know where something ends. Make plans as SMART as possible.

Step 5: Evaluate your current position.

Lastly, the pioneers of the Oregon Trail knew their position. They knew that there was a massive challenge ahead of them. But at the same time, they were knowledgeable enough to realize the chance of a better life and a worthwhile legacy later on. That’s why to make plans attainable, know where you are, and understand what you have. It’s going to be one hell of a ride, but the possibilities are limitless.

10+ Year Plan Templates

1. 1 Year or Annual Business Plan Template

year or annual business plan
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  • Google Docs
  • MS Word
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Size: Available in A4 & US Letter Sizes

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This 1 Year or Annual Business Plan Template (shown above) is an excellent format that includes financial improvement and a whole lot more. It was made by experts, for experts. So if you are ready to create your project, go on and download this template now!

2. 1 Year Annual Strategic Plan Template

year annual strategic plan
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  • Google Docs
  • MS Word
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Size: Available in A4 & US Letter Sizes

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If strategies are what your enterprise loves, this 1 Year Annual Strategic Plan Template could just be the thing. With this template, yearly plans should be doable and reachable. Let this template do its job and make annual planning a breeze. It’s available in many formats, thus allowing enough flexibility for more productive meetings. Download now!

3. 1 Year Annual Strategic Plan Template

annual marketing plan
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  • Google Docs
  • MS Word
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Size: Available in A4 & US Letter Sizes

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This Annual Marketing Plan Template is specially made to improve one’s weakness and strengths within the retail game. With the help of this template, standardization should be smooth and sales fast. The format is modifiable, consequently allowing much liberty in personalizing the process. Download now!

4. Annual Budget Planner Template

annual budget planner
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  • Google Docs
  • Google Sheets
  • MS Excel
  • MS Word
  • Numbers

Size: Available in A4 & US Letter Sizes

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Budgeting could sometimes be such a pain that would consume energy and time, but this Annual Budget Planner Template (shown above) is an excellent way to ease that burden and finish the task. If time is of the essence, make this yours today!

5. 1-Year or Annual Action Plan Template

year annual action plan
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  • Google Docs
  • MS Word
  • Pages

Size: Available in A4 & US Letter Sizes

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If you require an action plan, this 1-Year or Annual Action Plan Template should fill the gap. Business Professionals created this template to bring faster and more relaxed time to its user. Ensure consistency with this template. Download now!

6. Checklist Steps to Planning an Annual Meeting Template

checklist steps to planning an annual meeting
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  • Google Docs
  • MS Word
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Size: Available in A4 & US Letter Sizes

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Sometimes, doing things for the first time could be overbearing, but look no further. This Checklist Steps to Planning an Annual Meeting Template is an excellent help for the novice and the experts alike. Be assured that this can help its user well. This checklist is a great organizer for those who need it!

7. Annual Fundraising Plan Template

annual fundraising plan mockup
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  • MS Word
  • Pages

Size: A4, US

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Fundraising is an art in itself and it is quite the trouble if people are unaware of its processes. This Annual Fundraising Plan Template is an excellent filler of that gap by allowing even the newbies the privilege that the pros have gained through the years. Download this today!

8. Free Annual Operational Plan Template

free annual operational plan template 440x570
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  • Google Docs
  • MS Word
  • Pages
  • Editable PDF

Size: Available in A4 & US Sizes

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Operations could sometimes be confusing. The edge of management, although bearable, could sometimes drown people in it, making them give up at the thought of it. The Free Annual Operational Plan Template is a helpful answer to that dilemma. Get yours today!

9. Free Annual Operational Plan Template

free annual sales plan template 440x570
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  • Google Docs
  • MS Word
  • Pages
  • Editable PDF

Size: Available in A4 & US Sizes

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Not everyone can take sales as easy as one, two, three. Sometimes sales could build or destroy a company, but this Free Annual Sales Plan Template is a great supporter of the amateur and the experts alike. It’s free, and not a penny more, not a penny less. Download today!

10. On Strategy: One Page Sample Plan and Template

one pageonstrategyhq.com
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Size: 608.4 KB

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For the strategist out there, this On Strategy: One Page Sample Plan and Template is a fabulous sample to improve the leader’s collection. A complete plan that could make things easy and smooth for those who would want to use it.

11. Massey University: Annual Plan 2013

masseywww.massey.ac.nz
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  • PDF

Size: 677.7 KB

This Annual Plan sample is a real plan and a good sample for everyone. The file has detailed out a consolidated version of the program, allowing everyone a preview of its scholarly vibe and collective mind. Download now to check its rich content!

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