Annual Business Plan Deck

About this template

Eight slides, four agenda lines

An eight-slide deck for presenting next year’s business plan to executives or to an all-hands audience. It carries targets and priorities rather than line-item allocations, so if the meeting is a budget review where every account has to be defended, use a budget request deck and keep this one as the opening frame. The agenda on slide 2 lists four items – Year-end outlook, Plans for this year and next, Key metrics, Trend analysis – and every line has a screen behind it, so the numbering needs no repair when you present as shipped.

Only one section has a body slide

Slide 3 is the divider (SECTION, PART 01, Year-end outlook) and slide 4 is the single body slide. It opens with the line “Before we plan, we fix where this year lands.” and holds three statements: full-year revenue KRW 118bn, two units below target and why, five tasks carried into next year. Those are closing figures, not forecasts, so fill them in only after the year-end books are at least provisional. Presenting next year’s plan on top of an unsettled current year is the fastest way to lose the room. To add a section – market assumptions, divisional actions, quarterly milestones – duplicate slides 3 and 4 as a pair and add a line to the agenda. Duplicating the divider alone leaves the contents list and the slides out of step.

Slide 5 is where the argument happens

The comparison slide sets “This year’s plan” against “Next year’s plan”: targets revised twice mid-year against targets fixed at the start, 27 tasks spread across units against four priority tasks, budgeted with no contingency against 3% contingency set aside first. Shipped as is, the left column reads like a generic complaint that could belong to any company. Replace it with what actually happened this year, including the months the targets moved, or the slide persuades no one. The right column is the promise you will be measured against, so keep it to changes you can name an owner for.

Reconcile the tiles with the bars

Slide 6 carries four tiles: 13.6% revenue growth target, 8% operating margin target, 120 new customers, 4 priority tasks. The first tile and the KRW 118bn on slide 4 are locked together – 13.6% growth on KRW 118bn is about KRW 134bn – so editing one without the other puts two slides in open contradiction. The bars on slide 7 read Domestic 148, Overseas 86, New business 42, Services 64 under a “Unit: index” caption; they total 340 and are a split by division, not a time series. If you replace them with revenue by division, the total has to land on your own revenue figure and the caption has to name the real unit. The “4 priority tasks” tile is the one most often left stale: it should equal the number of items in the right column of slide 5.

Where these decks go wrong

• Spending the whole slot reviewing the year that is ending and never reaching next year’s numbers. Slide 4 is one slide for a reason.
• Promising four priorities on the metrics slide while the body of the talk names a dozen.
• Editing the growth target without editing the closing revenue it is calculated from.
• Ending on the closing line “We meet here again next year” with nothing after it. Put the first checkpoint – the quarter-one review date – on that slide.