An Effective End-Year-Review

Think of an effective end-of-year business review as an executive summary for the entire year. What were the key takeaways?

The presentation should include high-level information such as an evaluation of goals, achievements, rates of growth, obstacles and setbacks, future goals, and financial data. While it might be easier to simply list all of the year-end parameters in a single, lengthy report, that type of presentation is unlikely to impress audiences — regardless of whether they're clients, employees, management or investors.