Templates

Annual Review Agenda Mind Map

Use this mind map to set the agenda of your annual review meeting. Prepare the meeting content before and then use the mind map in the meeting to capture ideas and the meeting minutes.  

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1. Additional work undertaken
 
2. Significant changes to the business
 
3. Review of the accounts
 
    3.1. Profit & Loss
 
    3.2. Balance sheet
 
4. System used by the company
 
5. Success points
 
6. Points of concern
 
7. Provision of other services
 
8. Areas requiring attention
 
9. Unresolved matters
 
10. Proposed Audit opinion
 
11. Tax liability