How To Create an Effective End of Year Business Review

How To Create an Effective End of Year Business Review

“If you don’t know where you’ve come from, you don’t know where you’re going.” ~Maya Angelou

With the end of 2019 rapidly approaching, business leaders have likely started to plan for the year ahead. But to know where you’re going, it’s important to look at where you’ve been.

It’s a fair assessment that entrepreneurs are naturally more prone to plan for their futures than to evaluate their pasts. Year-end business reviews allow them to jump-start the new year with solutions to prior issues and strategies for continued growth moving forward.

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.

It goes without saying that the business review will be created for naught if nobody pays attention to it. Instead, it's important to create a visually appealing presentation to not only grab the audience's attention, but to retain it, too. Beautiful.ai’s PowerPoint alternative makes creating business presentations easy so they're always on-brand and professional. Themes can be customized with specific fonts and color palettes, as well as company logos, so each slide automatically mirrors the others.

Of course, even an impressive and cohesive visual presentation can bore audiences if it doesn't include valuable information. Traditional PowerPoint presentations filled to the brim with numbers, statistics and bullet points can put even interested audiences to sleep. So, avoid death by PowerPoint and make your annual business review “beautiful” by including the following key elements.

Download the free, customizable End of Year Business Review Template here.

Company Overview

A high-quality annual business review should feature an overarching summary reflecting the big picture for the company. The business summary might highlight the brand’s founder, co-founders, business leaders and other decision makers, while also summarizing the company’s product offerings, including any digital editions, intellectual property rights and international business ventures. This is also a good place to talk about the company's mission, values, and overall culture. It sets the stage (literally and figuratively) for the information to come later in the presentation.

year end business review presentation

2019 Business Goals

Before the year’s goals can be evaluated, audiences need to know what they were. The second portion of the year-end business review should summarize the year’s goals. The list of goals can be obtained from the prior year’s annual review (if that's available), but keep in mind they may have been modified or updated throughout the past 12 months. Explain what each goal was, and why it was chosen (its importance), before you dive in to the results.

Beautiful.ai’s presentation software makes creating a list of goals simple. Just add a common header to a carousel slide, and add each goal to its own sub-section.

year end business review presentation

Accomplishment of Goals

It's important to celebrate a company’s successes. Once you've mapped out what the year's goals were, you can talk about if and how you accomplished them. No annual business review could possibly be complete without featuring the year’s highlight reel. What goals were accomplished, and what were the missed opportunities, in the previous 12 months? What can be learned from the company’s successes?

Likewise, what challenges did the company face, and what can be learned from missed opportunities? To keep audiences engaged , we animated the bulleted lists, so the items automatically appear in succession.

We recommend trying our animated bullet points, or the timeline or diagram templates to tell your story. Simply enter your content and our Smart Slides will do the rest.

year end business review presentation

Key Performance Indicators and Results

Numbers tell a big part of a company’s story, and they are a vital piece of the annual business review puzzle. After all, how can anyone ascertain a company’s performance without analyzing some type of data? This is where key performance indicators (KPIs) and results come in to play.

Here you will present data on the company’s performance in the form of financial statements, rates of growth and retention, customer satisfaction metrics and any other data that supports the business' story over the past year. KPIs are an easy way to assess performance throughout the year, so you should know exactly where you stand when it comes time for the end of year review.

Creating infographics using Beautiful.ai’s templates makes data visualization simple. Just add your data into our Smart Slides and watch it automatically align into timelines, bar graphs, pie charts and much more. Not only will audiences stay more engaged, but the data will be more digestible.

year end business review presentation

Opportunities for Next Year

Once your annual business review has covered the company’s performance over the course of 2019, it’s time to start paving a pathway through 2020. A round-up of upcoming company goals is a key element to any actionable year-end review. Objectives from the prior year might remain in place, if they weren't met, or you may shift your goals based on accomplishments, failures, or changing market conditions.

By sharing your new objectives, you're holding your team accountable to work towards them. To that end, once you've defined your goals for the upcoming year, it's time to explain how you and your team plan to achieve them. Put your money where your mouth is, so to speak.

year end business review presentation

2020 Execution

It’s not enough to simply create a list of goals for the upcoming year. You must also share how those goals will be met. An effective end-of-year business review should include a plan of execution for the upcoming year. What processes will be put in place to meet next year’s goals? What budget will be allocated to implement these plans, what team members or resources are required, and what's the estimated timeline?

Of course, even the best-laid plans do tend to go awry. Part of planning the execution of goals is anticipating what obstacles might be encountered along the way, and planning how to overcome those hurdles should they occur. 

year end business review presentation

When using Beautiful.ai’s presentation software, there’s no reason a company’s business review should ever become just another cookie-cutter report. The end presentation will always be clean, concise and attractive to audiences regardless of your design skills.

Samantha Pratt Lile

Samantha Pratt Lile

Samantha is an independent journalist, editor, blogger and content manager. Examples of her published work can be found at sites including the Huffington Post, Thrive Global, and Buzzfeed.

Recommended Articles

Powerpoint makeovers: the knot investor presentation deck, powerpoint makeovers: the wework pitch deck, 10 best presentation templates for saas companies, the best (and simplest) business plan template for your new biz.

Annual business review presentation: The all-in-one guide

Learn to craft a compelling annual business review presentation that highlights your accomplishments, inspires stakeholders.

Raja Bothra

Building presentations

Girl preparing annual business review presentation

Welcome to the ultimate guide on creating an impactful annual business review presentation.

Whether you're a seasoned professional or new to the world of annual reviews, this guide will equip you with the expertise and tools to shine in your next presentation.

What is an annual business review?

An annual business review, often referred to as an annual review presentation, is a critical part of any successful enterprise's calendar. It's the moment to reflect on the past year's performance, set the stage for the upcoming year, and communicate your company's achievements, challenges, and goals to stakeholders. In essence, it's your opportunity to shine a spotlight on your company's journey.

Benefits of annual business review

An annual business review is not just a routine report; it's a comprehensive assessment that holds the power to shape the future of your company. This in-depth examination of your company's performance and goals over the past year offers a multitude of benefits that are vital for businesses of all sizes. Let's explore why the annual business review is an indispensable tool in your corporate arsenal:

1. Improved decision-making :

At its core, an annual business review provides a strategic overview of your company's journey over the past year. It unveils a treasure trove of insights, revealing the bright spots and the areas that need attention. These insights serve as guiding stars for informed decision-making. With this knowledge, you can chart a course towards more effective investments, refine marketing strategies, and fine-tune product development.

2. Enhanced communication :

Transparency is the cornerstone of trust. The annual report offers a unique opportunity to communicate openly with stakeholders. Whether it's investors, employees, or customers, sharing the results of the review demonstrates your commitment to accountability. It's a chance to build bridges, reinforce relationships, and showcase your company's dedication to transparency.

3. Competitive advantage :

In the ever-evolving business landscape, gaining a competitive edge is crucial. A yearly review acts as a spotlight, illuminating areas where you can enhance your performance. This might entail cost reduction strategies, elevating customer service, or innovating with new products or services. By leveraging the review's findings, you can carve out a distinctive place in your industry.

4. Increased employee engagement :

Your employees are the lifeblood of your organization, and their engagement is paramount. The yearly business review isn't just for stakeholders; it's an opportunity to engage your workforce. By sharing the review's results and inviting feedback, you empower your employees. You signal that their contributions matter and that they play an integral role in the company's success.

But that's not all. An annual business review also equips businesses to:

  • Track progress towards long-term goals : It serves as a compass, helping you measure progress toward your long-term goals. It ensures that your company is on the right path to achieving its mission.
  • Identify and address potential problems early on : By scrutinizing performance data, you can spot potential issues before they become crises. This proactive approach saves resources and minimizes disruptions.
  • Develop strategies for growth and improvement : Armed with insights, you can craft robust strategies for growth and continuous improvement. It's your roadmap for the future.
  • Improve communication and collaboration between different departments : The review's findings can foster collaboration among departments, breaking down silos and promoting a unified approach to achieving company objectives.
  • Make better use of resources : It helps you optimize resource allocation by identifying areas where resources can be channeled more effectively.
  • Increase overall business efficiency and profitability : Ultimately, the annual business review is a catalyst for enhancing overall business efficiency and profitability. It paves the way for a more successful and prosperous future.

The annual business review isn't just a routine corporate ritual; it's a powerhouse of insights and opportunities. It empowers you to make informed decisions, build trust with stakeholders, gain a competitive edge, and foster employee engagement. It's your compass, your crystal ball, and your key to unlocking a brighter future for your company.

Prepare yourself for the annual business review presentation

Now that we've grasped the significance of an annual business review, it's essential to equip yourself for the upcoming presentation. Here's your roadmap for a successful preparation:

1. Understand your audience

To deliver a presentation that truly resonates, start by understanding your audience inside out. What are their interests, needs, and expectations? What crucial information are they seeking? What are the burning questions on their minds? Knowing your audience is akin to having a treasure map, guiding you towards a successful presentation.

2. Gather your data

Data is the lifeblood of your annual business review presentation. It encompasses essential information about your company's performance, industry insights, and a comparative analysis of your competitors. Dive deep into the data ocean, extracting key metrics and insightful trends.

3. Set clear objectives

Before you craft a single slide, define your business presentations objectives with laser-like precision. Are you focusing on financial results, dissecting market analysis, or delving into the intricacies of company culture? Prezent offers templates for all aspects.

4. Craft a compelling narrative

Here's where the magic happens. Business storytelling is your secret weapon to captivate your audience. Instead of drowning your audience in numbers and statistics, weave a compelling narrative that paints a vivid picture of your company's journey. Share stories of triumph, resilience in the face of challenges, and the aspirations that drive your team. Presentation templates are meticulously designed to help you craft this narrative with finesse.

Specific steps for preparation:

  • Review company goals : Begin by revisiting the company's objectives for the past year. What were the aspirations, and what was actually accomplished?
  • Gather performance data : Collect comprehensive data on the company's performance. This encompasses financial metrics, sales figures, and customer satisfaction data.
  • Competitive analysis : Gauge how your company stacks up against competitors in your industry. Highlight areas of strength and opportunities for improvement.
  • Identify strengths and weaknesses : Delve into the heart of your company's performance to pinpoint strengths and weaknesses. Acknowledge achievements and areas that require enhancement.
  • Chart a path forward : Develop a strategic plan for addressing weaknesses and steering the company toward improved performance in the coming year.

With this meticulous preparation, you're poised to deliver an annual business review presentation that informs, engages, and inspires. Your presentation is not just a report; it's the story of your company's journey, and you're the storyteller.

How to structure an effective annual business review presentation

To create a well-structured and effective annual business review presentation, follow these step-by-step guidelines:

1. Crafting an engaging introduction

  • Begin by introducing yourself and your role within the company.
  • Outline the key points of your presentation and emphasize their significance.
  • Captivate your audience with a compelling story, a thought-provoking statistic, or a pertinent question to pique their interest.

2. Providing a comprehensive company overview

  • Offer a succinct overview of your company, encompassing its history, products or services, and target market.
  • Shine a light on the company's mission, vision, and core values to establish its identity.
  • Illuminate what makes your company unique and distinguishes it from competitors.

3. Analyzing the past year's performance

  • Delve into the company's financial performance review for the past year, delving into details such as revenue, profit, and expenses.
  • Discuss sales results, encompassing unit sales, market share, and customer growth.
  • Present customer satisfaction data and feedback to provide a holistic view of performance.

4. Comparative analysis with competitors

  • Compare your company's performance to that of its competitors across key metrics including financial results, sales figures, and customer satisfaction.
  • Identify areas where your company excels and pinpoint opportunities for improvement.

5. Evaluating strengths and weaknesses

  • Embrace transparency by candidly acknowledging the company's weaknesses.
  • Spotlight the company's strengths and elucidate how they contribute to achieving its objectives.
  • Share the company's strategy for addressing identified weaknesses and leveraging its strengths.

6. Constructing a plan for progress

  • Develop a concrete plan for addressing the company's weaknesses and enhancing its performance in the upcoming year.
  • Specify the necessary resources required for successful plan implementation.
  • Establish realistic goals and timelines to measure progress effectively.

7. Concluding with impact

  • Recap the main takeaways from your presentation to reinforce key messages.
  • Reiterate your call to action, clearly articulating what you expect from your audience.
  • Extend gratitude to your audience for their valuable time and attention.

Throughout the presentation, remain attentive to your audience's needs and preferences. Tailor your content to address their specific interests and concerns.

Incorporating visuals is essential to enhance engagement and understanding. Utilize SWOT analysis, charts, graphs, and infographics to complement your presentation and make complex data more accessible and visually appealing.

Remember, a well-structured annual business review presentation not only informs but also inspires and guides stakeholders towards a future filled with growth and success.

Do's and don'ts on an annual business review presentation

Before we wrap up, here are some do's and don'ts to keep in mind:

  • Be prepared : Thoroughly familiarize yourself with your audience, your data, and the content of your presentation. Confidence comes from preparation.
  • Be clear and concise : Communicate with clarity and avoid using jargon or technical terms that may confuse your audience. Simplicity aids understanding.
  • Be enthusiastic : Convey your passion for the topic and demonstrate your belief in the message you're delivering. Enthusiasm is contagious.
  • Use visuals : Incorporate visuals like charts, graphs, and images to enhance engagement and facilitate comprehension.
  • Tell a story : Weave your information into a narrative format. Stories are memorable and resonate with audiences.
  • Be interactive : Encourage audience participation by asking questions and fostering engagement. Interaction fosters connection.
  • End with a call to action : Clearly articulate what action you want your audience to take after hearing your presentation. A well-defined call to action drives results.

Don'ts:

  • Don't be late : Respect your audience's time by being punctual. It sets a positive tone for the presentation.
  • Avoid reading from slides : Reading directly from your slides can make your presentation monotonous and disengaging. Slides should support, not replace, your spoken words.
  • Avoid extreme speaking paces : Find a comfortable speaking pace that your audience can easily follow. Avoid speaking too fast or too slow.
  • Don't mumble or speak softly : Ensure your voice is clear and audible. Your audience should have no trouble understanding you.
  • Use humor in moderation : While humor can be a valuable tool, excessive humor can detract from your message. Balance is key.
  • Stay within allocated time : Practice your presentation to ensure it fits within the allotted time. Going over time can disrupt schedules and lose your audience's attention.

Following these do's and don'ts will help you deliver a compelling and effective Annual Business Review Presentation that engages your audience and leaves a lasting impression.

Summarizing key takeaways

  • An annual business review presentation is a pivotal moment for reflecting on the past year's performance, setting goals, and communicating accomplishments, challenges, and objectives to stakeholders.
  • Benefits of an annual business review include improved decision-making, enhanced communication, gaining a competitive advantage, and increasing employee engagement.
  • The presentation equips businesses to track progress, address potential issues early, develop growth strategies, enhance inter-departmental communication, optimize resources, and increase efficiency and profitability.
  • Preparation for the presentation involves understanding your audience, gathering data, setting clear objectives, and crafting a compelling narrative that tells the story of your company's journey.
  • The structure of an effective end of year review presentation includes engaging introduction, company overview, past year's performance analysis, competitive analysis, strengths and weaknesses evaluation, a plan for progress, and a impactful conclusion.

1. What is the significance of using a PowerPoint template in an annual business review presentation?

A PowerPoint template is a valuable tool that allows you to create a professional and visually appealing presentation. It provides a beautiful design and modern, professional look that enhances the overall impression. By using a customizable PowerPoint template, you can easily customize your presentation to meet your specific needs, ensuring that it reflects your company's unique style and branding.

2. How can I effectively showcase quarterly and annual performance using PowerPoint presentation slides?

PowerPoint presentation slides are ideal for summarizing quarterly and annual performance data. You can use these slides to present key performance indicators, such as revenue, profit, and customer satisfaction, in a clear and organized manner. By selecting a PowerPoint template that provides slide themes and graphic elements, you can create a cohesive and visually engaging presentation that effectively communicates your company's performance throughout the year.

3. Can you explain the concept of "select 4 stages" in an annual business review presentation?

In an annual business review presentation, "select 4 stages" refers to the process of choosing and highlighting four key milestones or significant events that occurred during the year in review. These stages represent critical points in your company's journey and can be illustrated using PowerPoint slides. By customizing the slides with the number of divisions or graphic elements, you can visually depict these stages and provide a clear narrative of your company's growth and progress.

4. How can I engage team members in the annual business review presentation process?

Engaging team members in the annual business review presentation is crucial for fostering collaboration and ensuring that everyone feels involved. You can encourage participation by using an editable business review PowerPoint template that allows team members to contribute their insights and data. By refining the results together and setting a list of goals for the upcoming year, you create a sense of ownership and shared responsibility. This collaborative approach can lead to a more comprehensive and insightful presentation.

5. What are the benefits of using Google Slides themes and PowerPoint in an annual business review presentation?

Google Slides themes and PowerPoint are powerful tools for creating and delivering annual business review presentations. These platforms offer a wide range of templates and designs, making it easy to create beautiful and professional presentations. They also provide the flexibility to customize the content to meet your specific needs. Additionally, the seamless integration of graphics, charts, and text allows you to convey key information effectively. By leveraging the capabilities of Google Slides and PowerPoint, you can present a cohesive and engaging annual business review that showcases your company's growth and outlines the path for future growth moving forward.

Create your annual business review presentation with Prezent

Ready to get started? Prezent offers a wide range of customizable, editable templates, including annual business review presentation templates, year-end review templates, quarterly business review and more. Elevate your presentations, save time, and make a lasting impression with Prezent. Begin your journey to presentation excellence today!

Remember, your annual business review presentation is not just a report; it's an opportunity to inspire, inform, and influence. Let Prezent help you make it extraordinary.

Sign up for our free trial or book a demo today with Prezent!

More zenpedia articles

year end business review presentation

Engage your audience: The secret weapon of active listening in presentations

year end business review presentation

5 Essential leadership presentation ideas to master

year end business review presentation

Empathy in communication: The role of empathetic communication for successful business

Get the latest from Prezent community

Join thousands of subscribers who receive our best practices on communication, storytelling, presentation design, and more. New tips weekly. (No spam, we promise!)

websights

Ultimate Year End Review | Examples, Tips, and Phrases | 2024 Reveals

Astrid Tran • 22 April, 2024 • 12 min read

How to Ace the Year End Review ? What to say in Year End Review? Even if you are not good at writing, A Year End Review is a must for years to come. Check out the ultimate guide plus examples, and phrases to write your best Year End Review. 

Year End Reviews can be very beneficial for a company in many ways. When organizations know how to make the most of Year End Reviews, it will be a competitive advantage for companies to stay ahead of their rivals. And individuals, of course, become a better version of themselves. 

year end review

Table of Contents

Purposes of a year end review.

  • How to Write a Year-End Review? (9 Tips to Practices)

Year End Review Examples

  • 35 Year End Review Phrases

Final Thoughts

Tips for better engagement.

  • Employee Performance Evaluation
  • Self-appraisal examples
  • Work goals examples for evaluation

Looking for an engagement tool at work?

Use fun quiz on AhaSlides to enhance your work environment. Sign up to take free quiz from AhaSlides template library!

Year End Reviews are a common practice for both individuals and businesses to reflect on the past year and plan for the upcoming year. While some people may view the Year End Review as a tedious task, it is actually an important practice that serves several purposes, particularly in a professional setting.

Evaluate performance

One of the primary purposes of a Year End Review is to evaluate performance. In a professional setting, this means looking back on the goals that were set for the year and assessing how well they were achieved. This process helps individuals and organizations identify successes, challenges, and opportunities for growth.

Plan for the future

Another important purpose of a Year End Review is to plan for the future. Based on the successes and challenges of the past year, individuals and organizations can set new goals for the upcoming year. This process helps ensure that efforts are focused on achieving the most important objectives and that resources are allocated appropriately.

Acknowledge accomplishments

Taking the time to review the accomplishments of the past year is also an important purpose of the Year End Review. This practice helps individuals and organizations acknowledge the hard work and effort that went into achieving those accomplishments. Recognizing accomplishments can also help boost morale and motivation for the upcoming year.

Identify areas for improvement:

Year End Review also helps to identify areas for improvement. This practice helps individuals and organizations pinpoint areas where changes need to be made in order to improve performance or achieve new goals. Identifying areas for improvement can also help prevent repeating past mistakes.

Provide feedback

The Year End Review also provides an opportunity for feedback. Individuals can provide feedback on their own performance, while managers can provide feedback on the performance of their team members. This process can help individuals identify areas where they need additional support or training and can also help managers identify areas where their team members are excelling or struggling.

year end business review presentation

How to write a Year End Review? (9 Tips to Practice)

Year End Review is a valuable opportunity to reflect on your past year and set the stage for your growth and success in the upcoming year. By following these tips, you can write a comprehensive and effective Year End Review that will help you achieve your goals and continue to grow and develop.

  • Start early: Don’t wait until the last minute to start your Year End Review. Give yourself enough time to reflect on the past year, gather your thoughts, and write a well-organized review.
  • Be honest and objective : When reflecting on the past year, be honest with yourself and avoid sugarcoating your accomplishments or failures. Recognize your strengths and weaknesses, and identify areas for growth.
  • Use specific examples : When discussing your achievements and challenges, use specific examples to illustrate your points. This will make your Year End Review more meaningful and demonstrate your value to your organization or personal growth.
  • Focus on outcomes : When it comes to achievements, you should focus on the outcomes and results you achieved rather than just listing your responsibilities. Highlight the impact you made and the value you brought to your organization or personal life.
  • Analyze challenges : Think about the challenges you faced over the past year, both personal and professional. Consider what caused these challenges and how you overcame them. Did you learn anything from these experiences that will help you in the future?
  • Include feedback : If you received feedback from colleagues or supervisors over the past year, include it in your Year End Review. This demonstrates your willingness to listen and learn from others, and can show your commitment to self-improvement.

HINT: Using collaborative survey tools like AhaSlides to improve real time respondence and analysis.

  • Don’t forget to celebrate : It’s important to celebrate your achievements and successes over the past year. Take time to acknowledge your hard work and accomplishments, and use them as motivation to continue to grow and succeed.
  • Set goals: Use your Year End Review to set specific, measurable goals for the upcoming year. Make sure these goals are aligned with your personal and/or professional aspirations, and set a plan to achieve them.
  • Edit and proofread : After you have written your Year End Review, take some time to edit and proofread it. Make sure it’s clear, concise, and error-free.

Personal Year End Review example

As the year draws to a close, it’s a good time to reflect on the past year and set goals for the upcoming year. In the Personal Year End Review, you can reflect on your personal goals, accomplishments, and areas for improvement in the past year.

Reflection on Personal Goals

At the beginning of the year, I set several personal goals, including exercising more regularly, reading more books, and spending more time with friends and family. Looking back, I’m proud to say that I achieved all of these goals. I made a habit of exercising three times a week, read 20 books throughout the year, and made an effort to plan more outings with my loved ones.

Setting New Personal Goals

Based on previous reflections, you might identify several new personal goals for the upcoming year. For examples:

  • Planning at least one outing with friends or family each month
  • Limiting time spent on social media and television to allow more time for reading and personal development
  • Implementing a daily routine that includes exercise, meditation, and goal-setting

Performance Year End Review example

When it comes to Job Performance Year End Review, the managers or leaders can write appraisals on his or her achievements, challenges, areas of growth, and suggest plans for the upcoming year.

Achievements

Over the past year, you’ve achieved several significant milestones. I acknowledged for your contribution on our company several projects which are ahead of schedule and received recognition from other colleagues. You also took the initiative to develop your skills in project management and attended a professional development course to improve your leadership skills.

Areas for Growth

Based on my observation over the past year, I’ve identified several areas for you to grow. One area is to continue to develop your leadership skills, especially in terms of motivating and managing team members. It is recommended to focus on improving your time management skills and prioritization, so that you can stay on top of my workload and avoid unnecessary stress.

Business Year End Review example

Here is a sample of Year End Review for a business in it report with their stakeholders. It should deliver the value and benefits which its stakeholders have got in the past year and the reason for continuing collaborate with the company in the next year.

“Dear valued stakeholders,

As we close out another year, I want to take this opportunity to reflect on the progress we have made as a business and share our plans for the future.

This year has been challenging, but also full of opportunities for growth and innovation. We are proud to report that we achieved many of our goals, including increasing revenue and expanding our customer base.

Looking ahead, we are excited to continue building on this momentum. Our focus for the next year will be on expanding our product line, increasing efficiency, and continuing to innovate to meet the needs of our customers.”

Year End Review examples

35-Year End Review phrases

If you are stuck on what to write in a performance review whether you are manager or employee, here is the complete list of Year End Review phrases that you can put on your review form.

Achievement

1. Demonstrated an exceptional ability to learn and apply new skills quickly.

2. Showed strong initiative in seeking out opportunities to develop new skills and knowledge.

3. Consistently displayed a high level of competence in [specific skill or area].

4. Successfully applied [specific skill or area] to achieve outstanding results in [project/task].

5. Demonstrated excellent problem-solving skills, consistently finding creative solutions to complex issues.

6. Developed a new skill set that significantly contributed to the success of the project/team/company.

7. Continuously improved [specific skill or area] through ongoing training and development opportunities.

8. Displayed a strong work ethic and dedication to improving [specific skill or area] in order to achieve personal/professional growth.”

9. Contributed positively to the workplace culture, promoting teamwork and collaboration.

10. Demonstrated strong leadership skills in guiding the team towards achieving our goals.

11. Demonstrated a tendency to procrastinate or become easily distracted, which negatively impacted productivity.

12. Received feedback regarding [specific behavior or performance] and struggled to make improvements.

13. Missed important details or made mistakes that required corrective action.

14. Encountered challenges related to collaboration or communication with team members, resulting in delays or misunderstandings.

15. Struggled with time management and prioritization, leading to incomplete or unfinished work.

16. Difficulty managing stress or workload, resulting in decreased productivity or burnout.

17. Experienced difficulty adapting to changes in the workplace, including [specific changes].

Need improvement

18. Identified opportunities to improve [specific skill or area] and proactively sought out training and development opportunities.

19. Demonstrated a willingness to receive feedback and took action to address areas for improvement.

20. Took on additional responsibilities to develop skills and gain experience in areas of weakness.

21. Recognized the importance of improving [specific skill or area] and consciously prioritised it throughout the year.

22. Made strides in improving [specific skill or area] and consistently demonstrated progress over the course of the year.

23. Took ownership of mistakes and actively worked to learn from them and improve.

24. Recognized areas with more attention and took steps to improve overall productivity.

Goal setting

25. Participated in training programs or workshops that focused on areas in need of improvement.

26. Identified barriers to success and developed strategies to overcome them.

27. Engaged in ongoing self-reflection to identify areas for improvement and set goals for the upcoming year.

28. Revised and adjusted goals as needed to ensure they remained relevant and achievable.

29. Set challenging but achievable goals that pushed me to grow and develop my skills.

30. Identified potential obstacles to achieving my goals and develop strategies to overcome them.

Business review

31. We exceeded our revenue targets for the year and achieved strong profitability.

32. Our customer base grew significantly, and we received positive feedback on our products/services.

33. Despite the challenges posed by the pandemic, we adapted quickly and maintained our operations, ensuring our business continuity.

34. We invested in our employees and created a positive workplace culture that resulted in high employee satisfaction and retention.

35. We demonstrated a commitment to corporate social responsibility by implementing sustainable practices, supporting local communities, and donating to charitable causes.

Many people reckon that performance review is more biased and subjective. But Year End review is always two-way communication between the company and the employee, and other stakeholders, you and yourself. It is the best occasion to take stock of things that were valuable and things that weren’t from the previous year.

Ref: Forbes

Astrid Tran

Astrid Tran

I've got my rhythm with words

Tips to Engage with Polls & Trivia

newsletter star

More from AhaSlides

From Qualitative to Quantitative | Online Guide to Combining Q&A with Other Research Methods Article

Got any suggestions?

We want to hear from you! Send us a message and help improve Slidesgo

Top searches

Trending searches

year end business review presentation

11 templates

year end business review presentation

21 templates

year end business review presentation

holy spirit

35 templates

year end business review presentation

memorial day

12 templates

year end business review presentation

17 templates

year end business review presentation

art portfolio

81 templates

Annual Review

It seems that you like this template, annual review presentation, free google slides theme, powerpoint template, and canva presentation template.

An annual review can be quite useful for companies, as they summarize all the accomplishments and goals met during last year. In this template we've focused on a modern and professional look. All the backgrounds contain photos of a city at night and the layouts are optimized for presenting data related to key events, employee reports, growth areas, product sales and the like. Edit the graphs too, since you'll be needing to show numbers and percentages!

Features of this template

  • 100% editable and easy to modify
  • 31 different slides to impress your audience
  • Contains easy-to-edit graphics such as graphs, maps, tables, timelines and mockups
  • Includes 500+ icons and Flaticon’s extension for customizing your slides
  • Designed to be used in Google Slides, Canva, and Microsoft PowerPoint
  • 16:9 widescreen format suitable for all types of screens
  • Includes information about fonts, colors, and credits of the free resources used

How can I use the template?

Am I free to use the templates?

How to attribute?

Attribution required If you are a free user, you must attribute Slidesgo by keeping the slide where the credits appear. How to attribute?

Related posts on our blog.

How to Add, Duplicate, Move, Delete or Hide Slides in Google Slides | Quick Tips & Tutorial for your presentations

How to Add, Duplicate, Move, Delete or Hide Slides in Google Slides

How to Change Layouts in PowerPoint | Quick Tips & Tutorial for your presentations

How to Change Layouts in PowerPoint

How to Change the Slide Size in Google Slides | Quick Tips & Tutorial for your presentations

How to Change the Slide Size in Google Slides

Related presentations.

Annual Review Pitch Deck presentation template

Premium template

Unlock this template and gain unlimited access

Year in Review Infographics presentation template

Register for free and start editing online

Time Tracking

Reporting & analysis, invoicing & payments.

  • Advertising & Marketing
  • Accounting & Finance
  • Architecture
  • Consulting & IT
  • Construction
  • Design Teams
  • Software Development
  • Guides & Templates
  • Help Center
  • Developer Documentation
  • Try Harvest free

Get the mobile app:

Harvest helps your team spend time wisely.

Simple time tracking your team will actually use.

Crucial insights into your projects and team.

Automatic invoice creation and fast online payments.

APPS & INTEGRATIONS

Why harvest.

70,000+ companies already track time with Harvest.

EXPLORE HARVEST

  • Onboarding a 50+ person team? Schedule a demo

Learn how to help your team make the most of Harvest.

HIGHLIGHTS FROM THE BLOG

Advice to help you keep work running smoothly..

  • Product News
  • Managing Time
  • Leading Teams
  • Handling Clients
  • Managing Projects
  • Expert Tips
  • Engineering

7 Steps to Conducting an Effective Year-End Business Review

featured-scope

The last quarter of 2023 is in full swing, meaning you’re likely ramping up to plan for the year ahead. But the first step in determining where your business is going is to understand where you’ve been, and a year-end business review is the perfect tool to do just that. 

A year-end business review not only gives you the chance to pinpoint previous issues and kickstart the new year with solutions, but also create solid strategies for growth in the future. Think of it as an annual summary presentation of your business, with goal evaluations, achievements, setbacks, and ideas for the future that will keep everyone on the same page and motivate your team to make the most of 2024. 

Let’s dive into how to make your year-end business review valuable and effective in just a few simple steps. 

Step 1: Carve out intentional time   

You won’t be able to build an effective year-end business review in a single afternoon — you need to prepare to set aside time where you can give your undivided attention to the project. The best way to ensure you’re dedicating the right amount of time to building your review is to schedule a time slot for every day over the course of a week. 

The size of your business and desired depth of your review will determine if you need more or less time, but it’s important to avoid underestimating the commitment requirement. Taking the time to do a deep dive into the state of your business will not only benefit you and your team, but will also equip you with the insights you need to plan for 2024. 

Step 2: Set an agenda

As Benjamin Franklin said, “If you fail to plan, you are planning to fail.” Before jumping into the actual review, lay out your intentions and expectations. What is your actual goal? What do you want to get out of the review? 

Once you establish your strategic goals, get into the tactical planning by assigning steps of the review process to a specific time slot so you can give each step the focus it deserves. This will ensure you’re accomplishing the goals you set for the year-end review.

Step 3: Create a questionnaire  

A nice way to add focus to your year-end review is to build a list of questions you aim to answer. Doing so will help you and your team come up with deeper insights and better solutions for the future. 

Your list can include questions like: 

  • What did we accomplish this year? 
  • What went well? What didn’t? 
  • What had the most impact, and why? 
  • Who are we trying to serve? 
  • Where can we improve?
  • What roles can we take on? 

Step 4: Evaluate goals before strategies  

The first step in determining how effective your strategies for the year were is to understand the level at which you achieved your goals. Compare the goals you set at the beginning of the year with your KPIs (key performance indicators). This will help you determine whether or not those goals were achieved. 

Once you’ve assessed your goals, you can evaluate your strategies. Dive into the data and ask yourself what’s working — and what isn’t. What led to the achievement of a goal? What do you need to change to achieve an unfulfilled goal next year? 

For example, let’s say you invested in a sales strategy that isn’t generating much new business. Is it an internal workflow issue? Do you have the right sales funnel in place? Determining the answers to these questions will help you pinpoint the necessary pivots to build solid strategies for the future. 

Step 5: Assess your financials

Your financial state is the driving force of your business, so this is an important step. Set aside enough focus time to analyze your cash flow, expenses, and budgets while conducting your year-end business review. 

With the data in front of you, ask yourself these questions: 

  • Did I stay within the budgets?
  • Is there enough money coming in? 
  • How can we improve our cash flow? 
  • Are there any areas that I need to cut expenses? 
  • Should I raise prices?

If the data shows that you experienced some financial struggle over the year, now is a good time to consider where you can cut expenses, restructure your marketing, or even change your offerings in 2024. 

Step 6: Review (and clean up) your books

Surprises are never appreciated when it comes to finances. Be sure to conduct a full-scale review of your accounting books so you can catch any mistakes you may have made during the year. This way you’ll ensure your numbers are accurate when it’s time to file taxes and conduct annual planning.

It might even be a good idea to outsource this step — having a fresh set of eyes on the numbers could make it easier to find mistakes. 

Step 7: Get proactive about planning  

Once you’ve completed all the steps of conducting your year-end review, the next step is to plan for 2024. Having the insights you collected in your findings will make it much easier to know what you need to continue moving forward with, craft strategic goals and plans, and implement exciting ideas for growth. 

The best way to ensure you’ve got all the information you need to conduct a great year-end business review is to have access to as many insights as possible. With Harvest, you gain key insights that help you plan for the future.

As you track time and projects, you can build a library of previous projects and use critical data to learn from your past experiences and make more accurate estimates for the future. Get started with a free trial today . 

Shelbie Watts

Shelbie is the Content Marketing Manager for Harvest. She works to provide relevant, informative, and engaging material to team leaders and hopes to make work easier one article at a time.

Get updates in your inbox

Subscribe to our emails to receive newsletters, product updates, and marketing communications.

Start tracking time today

Join 70,000+ companies spending their time wisely with harvest..

  • Slide Design Training
  • Design Services

Logo Prezentio

How to Make visual End-year Review presentation

year end business review presentation

The last quarter is the time to prepare a summary of the company’s yearly performance. Answering whether the yearly objectives are valid and whether the sale quotas were done. And looking slowly into next year’s plans.

If you are involved in preparing such a business review presentation, here are a few suggestions on how you can make the review visually engaging.

How to show  financial results ,  sales or production quotas,  and other  KPIs  in eye-catching form.

Make key data visualization attractive

Presenting pure numbers can be attractive for the presenter who knows the story behind, it but less engaging for your staff. Especially if you have a whole bunch of data slides to show. Your audience can suffer a famous  death by PowerPoint 🙂 . Fight it with good story-telling and professional design of your presentation.

Make your presentation more visually engaging. Add a few simple shapes – and change plain numbers to colorful, simple infographics:

numbers visualised with graphics PowerPoint

Enhance financial tables

For accounting topics – enrich your finances data tables with icons for revenue, profit, and costs. Make visual column titles by adding a simple rectangle with text, or adding illustrations for table rows, in case you have a place for an icon:

financial table PowerPoint

In case your tables are too dense to add any new graphics there, at least take care the cell margins are properly set – numbers are not too close to table borders. Consider removing table borders at all. This will improve the readability of your financial slides a lot.

Showing a year event timeline

If you are presenting a history of this year’s campaigns or projects, show it on a graphical timeline:

events on timeline PowerPoint

Using shapes instead of plain text to illustrate events makes such a timeline visually more attractive.

You can create a timeline from puzzle shapes (read my article how to design such jigsaw puzzle yourself in PowerPoint ).

puzzle graphical timeline PowerPoint

Making sure your message comes through

Finishing the presentation, make sure you will summarize what was done well and what can be improved. So your team is motivated to work on new challenges.

summarize the presentation PowerPoint

See a few tips on how you can make visually this message stand out on my LinkedIn post .

More examples of how you can make your Annual Review presentations good-looking are on my Slideshare:

A quick survey

I wonder which of the slides above are the most frequently used by you? Financial report? Key data slide? Timeline?

Enjoy your end-year parties.

PS. Need help with your end-year presentation? I will gladly help with slide design – contact me here .

1 thought on “ How to Make visual End-year Review presentation ”

  • Pingback: Presentation Tips - Annual Report for Company - iSlide - Make PowerPoint Design Easy

Comments are closed.

Free QBR and Business Review Templates

By Kate Eby | June 25, 2018 (updated October 20, 2022)

  • Share on Facebook
  • Share on LinkedIn

Link copied

Companies like Google and Intel use a form of goal planning and a business leadership process to identify OKRs, the objectives and key results that drive internal performance, build customer relationships, and deliver growth. The quarterly business review (QBR) meeting is the delivery platform to discuss and set OKRs and measure and grade performance as determined by a company’s overall mission and values. This article features an overview of QBR meetings, including expert business review planning and presentation techniques. You’ll find a variety of free QBR templates to use, so you can spend less time preparing for your presentations and more time managing your business.  

Customer QBR Meeting Preparation Checklist

Use this checklist to help you prepare a QBR meeting presentation that captures your customer’s attention and demonstrates your commitment to honor their valuable time.

Customer QBR Meeting Preparation Checklist

‌ Download Customer QBR Meeting Preparation Checklist

Supplier QBR Template

Supplier QBR Template

QBR meetings provide a place and time for suppliers and customers to build a strategic relationship that benefits both parties. Use this supplier QBR template to measure the quantitative value that your managed service providers and vendor partners offer your business. If you’re the supplier, use this template at your next QBR to take a proactive role as a valuable business partner by establishing your customer’s return on investment.

‌   Download Excel Template Try Smartsheet Template   ‌

Annual Business Review Template

Annual Business Review Template

Use this annual business review template to compile the key results of your quarterly business review meetings and prepare your presentation. This template is designed as a formal presentation to discuss key business objectives and results. Customize the slides outlined to deliver a concise, impactful review of past performance and articulate future goals for the year ahead.

‌ Download Annual Business Review Template – PowerPoint

Small Business QBR Template

Small Business QBR Template

Running a small business requires the optimization of time and money — hold your suppliers to the same standard with this template. Use this form to organize information about the products and services your key vendors provide. Also use it to facilitate critical quarterly checkpoint meetings in order to grade the relationship based on results.

Download Small Business QBR Template

Excel | Word

Executive QBR Template

Executive QBR Template

Use this customizable QBR slide deck to present to executive leadership. It is designed to present the most vital information up front and to summarize objectives and key results to busy executives with tight schedules. This template is perfect for remote online meetings that use video conferencing software. It’s also ideal for a less-than-captive audience.

‌ Download Executive QBR Template – PowerPoint

Sales QBR Template

Sales QBR Template

Sales professionals need an effective QBR business planning process to execute quarterly sales goals and measure the results of their sales team’s efforts. Share this customizable QBR slide deck outline with your team to elevate performance and establish accountability. They can easily modify each slide to present essential information about their market or customers and plan next steps to be reviewed at the next QBR meeting. Adjust the slides and craft a QBR presentation for your customers.  

‌ Download Sales QBR Template – PowerPoint

What Is a QBR Meeting?

The purpose of a QBR meeting is to communicate business-related goals, determine OKRs to measure success, and build relationships with customers or employees. The meeting is most effective when conducted face to face, but technology, the growth of global business, and the increase in geographically distributed teams make remote QBR meetings a popular option.

Internal QBR meetings happen at every level, from executive leadership to product teams. As an external communication tool, the QBR meeting is an opportunity for customer success managers (or related sales and marketing professionals using strategic account management) to discuss KPIs and return on investment (ROI), sign sales contracts, or negotiate service renewal agreements with customers.

What to Include in a Sales QBR

Determining business goals and using key customers to identify the desired results of your efforts are just the beginning of effective QBR planning. Resist the urge to think in a vacuum when creating your slide deck. Consider the customer. Don’t treat the QBR meeting like any other sales call by focusing on complaints, reviewing past performance, etc. Instead, create a customer-oriented agenda and share it with them prior to the meeting.

The agenda of your sales quarterly business review might include the following topics:

Status of outstanding business from previous meeting

Review of program objectives

Performance results and improvement

News and updates on products and services

Future business opportunities

Items from last meeting

Sales and marketing program metrics

Scorecard review (Customer Health Index or Net Promoter Score)

Support ticket review and resolution metrics review

Benchmarking

Customer support desk review

Onboarding and training

Product roadmap and feature development

License renewals and service contracts

Summary of meeting and commitments

Scheduling of next QBR

Guide to Effective Customer QBR Meetings

Nancy Duarte

Nancy Duarte  is Principal at  Duarte, Inc ., a company that helps “write, design, and deliver groundbreaking stories and visual presentations for every occasion.” The following tips were inspired by Duarte’s experience and recommendations from her book  Harvard Business Review Guide to Persuasive Presentations . Use them to plan and deliver a compelling presentation to your customer at the next QBR meeting.

Audience over Ambitions : Duarte points out that your audience has the power, not you. Look past your ambitions for the meeting and prepare a presentation that takes into account who is in attendance, their valuable and limited time, and what each individual customer needs from the QBR meeting. Duarte recommends giving your customer a gift in the form of unique insight or information, providing them with a new skill or mindset to achieve their business goals, and seeking opportunities to get “unstuck” with a solution if there is a problem with their products, services, or operations.   

Filter Big Ideas : As the name suggests, the QBR is about reviewing past performance, but most customer QBR meetings are scheduled for one hour. That doesn’t mean you shouldn’t take the opportunity to present ideas for how to build future business with your customers and add value to the discussion. Duarte is a proponent of filtering big ideas. “If you don’t filter your presentation, the audience will have to, and people will resent you for making them work too hard to identify the most important points,” she writes. This advice is especially relevant for QBR meetings that can quickly devolve into problem solving and complaint resolution sessions before you have time to present your ideas.

Anticipate Adversity : According to Duarte, as a presenter, you’re frequently creating resistance to your message and ideas. QBR meetings are not an opportunity to troubleshoot customer service issues or the performance of your product and services. Duarte suggests preparing for different types of resistance (logical, emotional, practical) by anticipating and addressing your customer’s concerns before they become roadblocks to your meeting. Consider opening the meeting agenda with a statement acknowledging the issues and when they will be addressed during the presentation. “By showing that you’ve considered opposing points of view, you demonstrate an open mind — and invite your audience to respond in kind,” she writes.  

Golden Rule : The motto at Duarte, Inc. is, “Never deliver a presentation you wouldn’t want to sit through.” Rehearse your presentation before the QBR meeting. Have a colleague or manager analyze your slides and delivery and provide some feedback. Duarte recommends preparing a shorter version of your presentation in case something goes wrong and time is cut short by an interruption or technical glitches. Your customer can tell if you try to wing it, and they will feel slighted. “It sends the message that you don’t value them or their time,” she writes. “Perhaps most significantly, rehearsing frees you up to be more present in your talk and to fully engage with the people in front of you,” she continues. This creates more opportunities to build future business, ask for recommendations, and schedule your future meetings with the customer.

Quarterly Business Review FAQ

Preparing for and delivering an effective quarterly business review doesn’t have to be a daunting task. Here’s a look at some of the key questions about QBR meetings.

Does Every Customer Get a QBR?

QBR meetings foster relationships between you and your customers, reinforce the value of your products and services, and invite honest discussion about the ROI and the likelihood of renewing business agreements. Every customer that you want to provide this opportunity to is a candidate for regularly scheduled quarterly business reviews.

What Is the Best Strategy for Successful QBR Meetings?

Suppliers and vendors that operate under managed service provider (MSP) contracts leverage the QBR meeting as a strategy to manage expectations and learn how to improve, discuss the customer’s business goals and desired results, and understand the problems that customers try to solve in order to support future business plans. If you prepare and practice accordingly, your QBR meetings create a competitive advantage for you to transform customer relationships into win-win partnerships.

Where Do I Host a Customer QBR?

The likelihood of keeping a consistent, face-to-face QBR meeting on your customer’s calendar every 90 days is slim. Meetings get canceled, key customer contacts change, executives need flexibility to meet via video conference, etc. Plan your QBR presentation with the location in mind, and be flexible with where you host your meetings. Invite your best customers to meet on site at your office, and host the meeting over breakfast and coffee. Prepare a slide deck and online meeting agenda, so you can offer these elements as a hosting option for busy customers.

When Do I Schedule My First Customer QBR?

The answer depends on the product and service you provide. Schedule the first QBR after the customer is onboarded and has time to implement and assess your business and value. Coordinate the details for this meeting when you close the deal, and sign contractual agreements when you have the customer’s attention. This demonstrates that you are committed to delivering value and a return on the customer’s investment and will sit down with them every 90 days or so to review the results of this commitment.

Who Do I Invite to Participate in a Customer QBR?

Schedule your customer QBR meetings to include decision makers from both sides, including management and executive leadership when possible. Make sure you know who is attending each QBR meeting ahead of time, and plan your presentation based on the audience.

Does My QBR Presentation Need to Include Images and Charts?

According to Nancy Duarte, the most effective presenters think like designers. “Each slide should pass what I call the glance test: People should be able to comprehend it in three seconds,” says Duarte. “Think of your slides as billboards. When people drive, they only briefly take their eyes off their main focus — the road — to process billboard information,” she adds. Images and charts improve your audience’s cognitive response to your message. Use them in your QBR presentation to maximize your time and deliver crucial information your audience will remember. You can find free, ready-to-use drag-and-drop software, like the Onomics charting tool available from Priceonomics , to help you design a slide deck like a pro.

Improve Your QBR and Business Review Meetings with Real-Time Work Management in Smartsheet

Empower your people to go above and beyond with a flexible platform designed to match the needs of your team — and adapt as those needs change. 

The Smartsheet platform makes it easy to plan, capture, manage, and report on work from anywhere, helping your team be more effective and get more done. Report on key metrics and get real-time visibility into work as it happens with roll-up reports, dashboards, and automated workflows built to keep your team connected and informed. 

When teams have clarity into the work getting done, there’s no telling how much more they can accomplish in the same amount of time.  Try Smartsheet for free, today.

Discover why over 90% of Fortune 100 companies trust Smartsheet to get work done.

Cart

  • SUGGESTED TOPICS
  • The Magazine
  • Newsletters
  • Managing Yourself
  • Managing Teams
  • Work-life Balance
  • The Big Idea
  • Data & Visuals
  • Reading Lists
  • Case Selections
  • HBR Learning
  • Topic Feeds
  • Account Settings
  • Email Preferences

How to Create Your Own “Year in Review”

  • Helen Tupper
  • Sarah Ellis

year end business review presentation

A three-step exercise to pause and reflect on what worked — and what didn’t — over the past 12 months.

While the reality of work can feel especially overwhelming at the end of the year, reflection is the key to doing things differently in the year to come. Taking the time to pause and review your year increases your self-awareness and provides insights to improve. The authors present three steps to conduct your own learning “year in review.”

As the year comes to a close, it’s easy to get distracted by deadlines and miss out on valuable opportunities to accelerate our growth. If we don’t take the time to reflect on what’s gone before, we’re more likely to make the same mistakes and less able to apply what we’ve learned going forward.

  • Helen Tupper is the co-founder and CEO of Amazing If , a company with an ambition to make careers better for everyone. Together with her business partner Sarah Ellis, she is the author of two Sunday Times bestsellers, The Squiggly Career  and Y ou Coach You . Sarah and Helen are also hosts of the podcast Squiggly Careers, which has had 4m downloads, and their TED talk, The best career isn’t always a straight line , has been watched by almost 2m people.
  • Sarah Ellis is the co-founder of Amazing If , a company with a mission to make careers better for everyone. Together with her business partner Helen, she is the author of two Sunday Times bestselling books, The Squiggly Career and You Coach You. Sarah and Helen are also hosts of the podcast Squiggly Careers, which has had 4m downloads, and their TED talk, The best career isn’t always a straight line , has been watched by almost 2m people.

Partner Center

SlideTeam

Researched by Consultants from Top-Tier Management Companies

Banner Image

Powerpoint Templates

Icon Bundle

Kpi Dashboard

Professional

Business Plans

Swot Analysis

Gantt Chart

Business Proposal

Marketing Plan

Project Management

Business Case

Business Model

Cyber Security

Business PPT

Digital Marketing

Digital Transformation

Human Resources

Product Management

Artificial Intelligence

Company Profile

Acknowledgement PPT

PPT Presentation

Reports Brochures

One Page Pitch

Interview PPT

All Categories

Top 5 Year End Review Templates With Examples and Samples

Top 5 Year End Review Templates With Examples and Samples

Kanica Sharma

author-user

It's the End-of-year Review season.

You know the drill!

Call your direct reports into a meeting room (or, these days, online meetings), hand them an official-looking document, and start the same old, tired conversation about what worked and what didn't.

The result: even the highest-performing employees are left with a bag full of mixed messages.

If you want to reinforce star performers and guide average performers, avoid this approach.

Rather, opt for implementing a year-end review process that builds trust and fosters employee development

A year-end review is an excellent opportunity to go over constructive feedback from both the employees and the manager's perspectives. It's also a good time to discuss HR-related issues if you've been considering taking some time off or believe you're due for that raise you mentioned last year. Your year-end performance review is undoubtedly focused on professional development, but it is also an excellent opportunity for relationship building.

You'll be able to give positive feedback first, set exciting goals and challenges, collaborate to find solutions, and use 360-degree feedback to understand the big picture with SlideTeam's incredible collection of PPT Templates.

​​The 100% customizable nature of the templates provides you with the desired flexibility to edit your presentations. The content-ready slides give you the much-needed structure.

Finally, the most important thing you can do for an annual review, whether you're an employee or a manager, is to be prepared.

Time to get going now!

Template 1: Year End Review Showing Different Months and Training

Year-end reviews are an excellent way for companies to assess employees' current contributions and relay future expectations for the company's benefit. Use our PPT Template to improve your brand's performance evaluation process. With the different months mentioned in this slide, you can easily bifurcate the entire data with clarity. Download now and get your annual reviews on track. 

Year End Review Showing Different Months and Training

        Download this template

Template 2: Year End Review Showing Performance Level

Use our PPT Template to track a team member's progress over the course of a year. This consolidated PPT Template guides on what to discuss during the review, and the overall performance level and provide’s a space for the supervisor’s comment. Download now and strive to improve your organization as well as employees in all ways possible.  

Year End Review Showing Performance Level

Download this template

Template 3: Employee Year End Review With Comments

This PPT Template will allow you to provide feedback to your employees and help them improve their job performance. It is also appropriate for a variety of elements, such as an assessment criteria table, an employee evaluation form, a review card, a scorecard, and so on. You will be able to motivate employees, increase engagement, and propel your organization to new heights by using this template. Download it instantly. 

Employee Year End Review With Comments

    Download this template

Template 4: Year End Review With Employee Appraisal Form Showing Different Characteristics

Our PPT Slide allows managers and employees to summarise performance over the course of the year. It's also a good time to find out what goals employees want to prioritize and to plan for the future. Having all the qualities mentioned with ratings, this template makes it a doodle for you to assess all your employees. Get it right away!

Year End Review With Employee Appraisal Form Showing Different Characteristics

Template 5: Year End Review Showing Work Performance Department Supervisor

You can easily identify an employee's strengths and weaknesses, provide actionable feedback and set clear objectives for self-improvement using our year-end review PPT Template. It provides all the standard KPIs to measure performance and provides ample space to comment. Use this slide to set attainable goals for your employees. Download now! 

Year End Review Showing Work Performance Department Supervisor

The Bottom Line

Employees, we must all agree, crave feedback. Any decent employee wants to know how they're doing on a regular basis, not only to be praised for their accomplishments but also to discuss any areas for improvement.

Participating in a year-end review is, therefore, critical for team members, serving as the foundation for advancement and raises. It's also a powerful tool for managers who want to help their teams grow while also having all the necessary information in today's difficult business climate, where every dollar counts.

P.S-  Let all team members get the big picture at a glance using our Quarterly Business Review PPT Templates that show and tell.

FAQs on Year End Review 

What are the different types of reviews.

Reviewing is divided into phases based on the domain or expertise. All organizations use the review strategy to reduce risk and identify opportunities for improvement, which is why we call it continuous improvement. Mainly there are six different types of reviews.

  • Peer evaluation
  • A review of leadership.
  • Management evaluation.
  • Umbrella evaluation.
  • Retrospective evaluation.
  • Ongoing evaluation.

What should you include in the year end review?

Every business is unique. As a result, the topics covered during their year-end meetings will differ. However, several areas apply to all businesses, regardless of size, industry, or nature. Here are a few examples of those topics:

1- Achievements: This is an excellent opportunity to express gratitude to employees who give their all to the company.

2- Responsibilities: The end of the year is a time for everyone to reflect. It's also a good time to go over employee responsibilities and discuss what might change in the future.

3- Development Areas: The year-end review provides an opportunity for both parties to inform others respectfully about how they can grow and improve.

4- Abilities: Make sure to discuss your strengths as well as your areas for improvement. It keeps them going.

What are the three stages of performance management?

While performance management is a comprehensive process, it can be divided into three distinct stages:

Coaching: The coaching stage of performance management establishes the tone for your company and your employees' success. Coaching entails training, outlining standards and goals, providing two-way feedback, and collaborating to help employees improve. There will be more on this later.

Corrective Action: If an employee continues to fail to meet the position's standards and expectations despite coaching from their manager, the next stage of performance management is corrective action.

Termination: If coaching and corrective action fail to improve an employee's performance, the employee is discharged as the final stage of the performance management process.

Related posts:

  • Top 30 Digital Marketing Templates to Track your Campaigns
  • Maximize your ROI with these Top 25 Marketing Deck PowerPoint Templates
  • [Updated 2023] 50 Best Company Presentation Templates To Ace The Corporate Ladder
  • Top 25 Food & Agriculture PowerPoint Templates to Create Delicious Looking Presentations

Liked this blog? Please recommend us

year end business review presentation

Top 10 Monthly Business Review Templates with Samples and Examples

Top 5 Customer Review Templates with Samples and Examples

Top 5 Customer Review Templates with Samples and Examples

Top 10 Project Review Template with Examples and Samples

Top 10 Project Review Template with Examples and Samples

7 Performance Review Process Templates to Involve in Performance Appraisal Meetings!!

7 Performance Review Process Templates to Involve in Performance Appraisal Meetings!!

Quarterly Business Review Presentation: All the Essential Slides You Need in Your Deck

Quarterly Business Review Presentation: All the Essential Slides You Need in Your Deck

This form is protected by reCAPTCHA - the Google Privacy Policy and Terms of Service apply.

digital_revolution_powerpoint_presentation_slides_Slide01

Digital revolution powerpoint presentation slides

sales_funnel_results_presentation_layouts_Slide01

Sales funnel results presentation layouts

3d_men_joinning_circular_jigsaw_puzzles_ppt_graphics_icons_Slide01

3d men joinning circular jigsaw puzzles ppt graphics icons

Business Strategic Planning Template For Organizations Powerpoint Presentation Slides

Business Strategic Planning Template For Organizations Powerpoint Presentation Slides

Future plan powerpoint template slide

Future plan powerpoint template slide

project_management_team_powerpoint_presentation_slides_Slide01

Project Management Team Powerpoint Presentation Slides

Brand marketing powerpoint presentation slides

Brand marketing powerpoint presentation slides

Launching a new service powerpoint presentation with slides go to market

Launching a new service powerpoint presentation with slides go to market

agenda_powerpoint_slide_show_Slide01

Agenda powerpoint slide show

Four key metrics donut chart with percentage

Four key metrics donut chart with percentage

Engineering and technology ppt inspiration example introduction continuous process improvement

Engineering and technology ppt inspiration example introduction continuous process improvement

Meet our team representing in circular format

Meet our team representing in circular format

Google Reviews

Year In Review Creative Presentation Template

Year In Review

You'll have an attractive presentation when you get started on your design with venngage's year-in-review creative presentation template.

  • Design style modern
  • Colors light
  • Size Custom (1024 x 576 px)
  • File type PNG, PDF, PowerPoint
  • Plan business

The best way to keep your company on track is by reviewing its progress year to year with a report. Now you can transform that report into a presentation you can share with your staff or investors. The Year In Review Creative Presentation is a great way to stay organized and compare how your business is doing each year. With the Year In Review Creative Presentation template, you can alter the text, font style, bullet points, icons, and color scheme. You’ll find a wide selection of images, icons, and background designs in the Venngage gallery. The Year In Review Creative Presentation template can also let you upload photos and insert tables, graphs, and charts.

Explore more

IMAGES

  1. How To Create an Effective End of Year Business Review| The Beautiful Blog

    year end business review presentation

  2. Awesome year-end summary business office ppt template for Unlimited

    year end business review presentation

  3. How to Make visual End-year Review presentation

    year end business review presentation

  4. Business Year In Review Infographic Template Good Ppt Example

    year end business review presentation

  5. How To Create an Effective End of Year Business Review| The Beautiful Blog

    year end business review presentation

  6. End Of Year Review Template

    year end business review presentation

VIDEO

  1. Tax write off

  2. Wrestlenomics Radio: Year-end business trends for WWE, AEW, NJPW 2023

  3. Recap Year End Business Prep Checklist Setting the Stage for Success!

  4. Beautiful! Fresh business report PowerPoint templates

  5. Quarterly Business Reviews PowerPoint Template

  6. Distributor Quarterly Review Show

COMMENTS

  1. How To Create an Effective End of Year Business Review

    The second portion of the year-end business review should summarize the year's goals. The list of goals can be obtained from the prior year's annual review (if that's available), but keep in mind they may have been modified or updated throughout the past 12 months. Explain what each goal was, and why it was chosen (its importance), before ...

  2. Annual Business Review Presentation: The All-in-One Guide

    1. Improved decision-making: At its core, an annual business review provides a strategic overview of your company's journey over the past year. It unveils a treasure trove of insights, revealing the bright spots and the areas that need attention. These insights serve as guiding stars for informed decision-making.

  3. 20 Annual Review Templates & Examples for Year-End Reviews

    It features high-quality icons and data widgets to represent employee ratings. This visual annual review template is a great pick for all business types — simply add your company logos, images, colors and fonts to this template to make it your own. 11. Team Leader Annual Review Template.

  4. Business Review PowerPoint Presentation

    Business reviews usually take place at the end of the year, but it depends on how often the company evaluates its projects. You can set business reviews every month, every quarter or at mid-year. Get your presentation custom designed by us, starting at just $10 per slide. STEP 1. UPLOAD PRESENTATION.

  5. Ultimate Year End Review

    Business Year End Review example. Here is a sample of Year End Review for a business in it report with their stakeholders. It should deliver the value and benefits which its stakeholders have got in the past year and the reason for continuing collaborate with the company in the next year. "Dear valued stakeholders,

  6. Year-end Performance Review Business Meeting

    Professional Black Modern Business Company Meeting Background Formal Editor's Choice Leadership Editable in Canva. Make a review of your company's achievements this year with this modern template for business. Edit the resources in Google Slides & PPT!

  7. Annual Review Google Slides theme & PowerPoint template

    Free Google Slides theme, PowerPoint template, and Canva presentation template. An annual review can be quite useful for companies, as they summarize all the accomplishments and goals met during last year. In this template we've focused on a modern and professional look. All the backgrounds contain photos of a city at night and the layouts are ...

  8. 7 Steps to Conducting an Effective Year-End Business Review

    A year-end business review not only gives you the chance to pinpoint previous issues and kickstart the new year with solutions, but also create solid strategies for growth in the future. Think of it as an annual summary presentation of your business, with goal evaluations, achievements, setbacks, and ideas for the future that will keep everyone ...

  9. Free year in review template

    Craft a captivating year-end narrative with our free, customizable year in review template. Share your team's achievements and set the stage for what's next.

  10. 13 Business Leaders Share Their Best Tips For A Year-End Review

    1. Hold Quarterly Strategic Sessions. The end-of-year review is essential. What we do is hold strategic sessions each quarter, including at the end of the year. With our top managers, we analyze ...

  11. How to Make visual End-year Review presentation

    The last quarter is the time to prepare a summary of the company's yearly performance. Answering whether the yearly objectives are valid and whether the sale quotas were done. And looking slowly into next year's plans. If you are involved in preparing such a business review presentation, here are a few suggestions on how you […]

  12. Bold Modern Company Year in Review. Free Presentation Template

    Free Canva presentation template. Unveil your company's achievements with our daring contemporary metal corporate annual recap. Ideal for marketing professionals, this Powerpoint and Google Slides template comes in a striking combination of black, violet, and blue. It boasts a modern, bold typography style perfect for showcasing your business ...

  13. Free QBR and Business Review Templates

    Use this annual business review template to compile the key results of your quarterly business review meetings and prepare your presentation. This template is designed as a formal presentation to discuss key business objectives and results. Customize the slides outlined to deliver a concise, impactful review of past performance and articulate ...

  14. How to Create Your Own "Year in Review"

    The authors present three steps to conduct your own learning "year in review.". As the year comes to a close, it's easy to get distracted by deadlines and miss out on valuable opportunities ...

  15. How to Have the Best Year-End Review (Managers and Employees)

    1Start with positive feedback . A great way to kick off a meeting is to discuss what has gone well this year. Remind yourself to do this by using a meeting agenda and including it as the first discussion topic!. For employees, Caroline Ceniza-Levine offers this advice: "Throughout the year, keep a file of emails citing you for a job well-done or customer testimonials or presentations or ...

  16. Year End Review Powerpoint Ppt Template Bundles

    Use our Year End Review Powerpoint Ppt Template Bundles to effectively help you save your valuable time. They are readymade to fit into any presentation structure. 2 Item (s) per page: 10. 10. The information is visually stunning and easy to understand, making it perfect for any business person.

  17. Year End Business Review Presentation

    4.0/5.0 - 2459 ratings. Year End Business Review Presentation found in: Annual report with photos and marketing details pdf doc ppt document report template, Company Year End Review For Revenue Growth, Crm reporting powerpoint slide background designs,..

  18. Top 5 Year End Review Templates With Examples and Samples

    Template 5: Year End Review Showing Work Performance Department Supervisor . You can easily identify an employee's strengths and weaknesses, provide actionable feedback and set clear objectives for self-improvement using our year-end review PPT Template. It provides all the standard KPIs to measure performance and provides ample space to comment.

  19. Year In Review

    The Year In Review Creative Presentation is a great way to stay organized and compare how your business is doing each year. With the Year In Review Creative Presentation template, you can alter the text, font style, bullet points, icons, and color scheme. You'll find a wide selection of images, icons, and background designs in the Venngage ...