End of Year Checklist
End of Year Checklist
General Items
- Clean and organize workspace
- Backup important data and documents
- Review and update policies and procedures
- Celebrate achievements with the team
- Plan a team-building event for the new year
Financial Review
- Review annual budget and actuals
- Reconcile bank statements
- Prepare year-end financial statements
- Evaluate investment performance
- Review accounts receivable and payable
- Complete tax planning and preparation
Operational Review
- Assess operational goals and achievements
- Evaluate supplier and vendor performance
- Conduct inventory assessment
- Review contracts and agreements
- Update business continuity plan
Employee Review
- Conduct performance reviews
- Plan training and development for next year
- Review employee benefits and compensation
- Gather employee feedback
- Set team goals for the upcoming year
Planning for Next Year
- Set financial goals and budgets
- Develop marketing strategy
- Identify new projects or initiatives
- Conduct SWOT analysis
- Schedule regular check-ins for the upcoming year
Generated from Panda Checklist
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