Checklist
Annual Insurance Review Checklist
Annual review of corporate insurance policies — coverage, exclusions, claims history, renewal.
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Results for “annual”
13 templates match your query.
Checklist
Annual Subscriptions Audit Checklist
Annual audit of recurring corporate subscriptions — what we use, what we don't, what we should cut.
Excel
Board Calendar Annual Planner
Year-at-a-glance board calendar — meetings, committee meetings, AGM, off-sites, paper deadlines.
Word
Compensation Committee Agenda
Standing compensation (remuneration) committee agenda — standing items, annual cycle, sensitivities.
Word
Annual Board Evaluation Survey
Anonymous survey for directors to evaluate the board's effectiveness — composition, meetings, decisions, culture.
Excel
Annual Calendar Planner
Plan the executive's whole year — board meetings, AGM, off-sites, holidays, conferences, family.
Word
Annual Leave Handover Brief
Short leave (1-2 weeks): the must-know list for whoever is covering.
Word
Investor Day Planning Pack
Workback plan for an annual investor day — content, logistics, comms, and the day itself.
Word
Customer Holiday Party Plan
Plan a year-end holiday party for customers — invitations, logistics, run of show, follow-up.
Word
Director Conflict of Interest Form
Annual conflict-of-interest declaration form for directors — clean, signable, kept on file.
Checklist
Document Retention Audit Checklist
Audit of physical and digital records against retention policy — keep, archive, or destroy.
Checklist
GDPR Quarterly Check Checklist
Quarterly GDPR housekeeping for the EU-data-handling functions of the business.