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What this template delivers
This comprehensive checklist is designed to guide you through a full year-end review of your business — systematically assessing financials, operations, team performance, compliance, IT/data, and strategic planning. It ensures nothing important is overlooked as you close one year and prepare for the next.
Why do you need it
- Avoid last-minute surprises by reconciling bank accounts, reviewing payroll and expenses, and preparing for tax filing.
- Improve operational efficiency by auditing workflows, inventory, and vendor performance.
- Strengthen your team and HR processes by conducting performance reviews, ensuring compliance, and recognising achievements.
- Sharpen your strategic direction by analysing past performance, customer feedback, and competitor activity — and then setting clear goals and KPIs for the year ahead.
- Secure your business by checking licences, insurance, data backups, cybersecurity, and contract status.
- Start the new year with confidence thanks to the budget, cash flow forecast, marketing plan, and business calendar already prepared.
What’s included
- A ready-to-use checklist divided into 8 categories:
- Financial Review
- Operational Review
- Team & HR Review
- Strategic & Goal Review
- Legal & Compliance Review
- IT & Data Review
- Planning for the New Year
- Final Wrap-Up
- Each category contains detailed tasks, space for responsible persons, status tracking, and notes.
- Downloadable in editable format (Word/Google Docs) so you can tailor it to your business size and sector.
Who should use it
This template is ideal for small-to-medium businesses, department heads, finance or operations managers, and anyone responsible for closing the books and planning. Whether you’re a startup, growing company, or mature enterprise, it helps organise the year-end process and set you up for success.
How to use it
- Download the file and customise the heading/task list if needed.
- Assign each task to a responsible person or team.
- Set deadlines and status (e.g., “Not started”, “In progress”, “Completed”).
- During year-end meetings, review each item, note comments, and highlight next-year actions.
- At the start of your new year, print or share the “Planning for the New Year” and “Final Wrap-Up” sections with your team to align on the roadmap.
Why this template works
Because it covers every key aspect of a year-end review in one organised, actionable format — so you don’t rely on memory or disconnected spreadsheets. It’s designed to save you time, reduce risk, and increase clarity as you close one chapter and plan the next.
Download now and give your business the structured year-end review it deserves.
