The document outlines the agenda for a company meeting, including reviewing objectives and critical success factors, performance against goals from the prior period, the organizational overview and issues facing the company, progress made against financial and other goals, and goals for the next period. It provides details on revenue, profit, spending areas, and headcount. The meeting aims to evaluate the company's performance, address challenges, and set new objectives for the upcoming period.
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 Name and Name and
position position position
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