Project management

Plan the coming year with a year wheel

Do you find it difficult to keep track of the upcoming year's events in your company? Here's a retro trick that still works.

Project management

Make a year wheel

Write down the important events of the coming year in one place. Determine dates, content and any responsible. It gives you an overview, as well as the opportunity to plan smarter, so that you e.g. not hold a strategy meeting before reports from the company's various departments are ready (so you don't have to wait for it) and you can make sure that time is set aside for the annual accounts - in good time - before the deadline.

Here you will find four templates for a year wheel with different degrees of detail. The templates are made like a spreadsheet, but it may not work best for you. Maybe everything should be written on a large wall calendar that hangs in the common area, or maybe it works better for you to have it all in your internal calendar? Choose the solution that suits your temperament and needs.

 

Things you can put in your year wheel, for example:

  • Determining the budget
  • Follow-up on budget
  • Preparation of annual accounts
  • Employee development interviews
  • Christmas lunch
  • Staff conference
  • Board meeting
  • Management meeting with quarterly status
  • Staff meetings
  • Budget
  • Strategy
  • Performance contract
  • Business plan
  • Operating goals
  • Requirements from authorities about times for reports etc.
  • Announcements from any Superior bodies that you have to wait for before you can make certain decisions.
  • Earnings targets from group to companies in the group
  • Political requirements for results or for prioritizing efforts in a municipal administration, etc.
  • Seasonal prerequisites such as:
    • High season periods (travel industry)
    • International fairs (fashion industry
    • Change of quarter (financial sector) etc.
  • Year-end or half-year end just before a summer holiday.
  • Kick off activity right after the summer holidays
  • Preparation of next year's wheel

Download the Excel template

(Once you have downloaded and opened the excel file, you will find all four templates by clicking on the bottom tabs)

 File name: The company's annual report template.xlsx

Download Årshjul-skabelonen her 

 

Download poster

Download a template of the annual wheel that you can print out in large format - just to hang up and write on.

 File name: Arshjul_plakat.pdf

 

  DOWNLOAD

 

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