Annual Business Report
A year in review for the whole business, with a financial summary, achievements, challenges and how they were handled, people, customers and markets, and the outlook for next year.
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What’s Included in This Resource
Every resource on The Office File provides a complete toolkit rather than an empty, unhelpful document shell:
- Editable Microsoft Word (.docx) template (183 KB)
- Printable PDF version (113 KB)
Sample included: Example: Annual Business Report in use. See a completed annual business report with the year at a glance, financial summary, achievements, challenges and outlook filled in.
How to Use This Template
Follow these practical steps to customize and roll out this procedure with your team:
1. Add the year and report details
Type your company name, the financial year and year end date, who prepared the report and who it is for over the blue fields.
2. Complete the year at a glance and financial summary
Enter this year and last year figures for each headline measure and the financial summary, with a short comment on each.
3. Record achievements and challenges
List the achievements of the year and the challenges faced, how the business responded, and the outcome in each case.
4. Write the outlook and sign off
Set out the plan and priorities for next year, add the thank you note, and have the report signed off.