This is meant to give you and your team a recap of the past month/quarter/year and cast the vision of where you’re going. Similar to other meetings, this does have a format that you can confidently follow. 

1. What happened over the past [time period]

   1. What you’ve done well

   2. Finances

   3. Projects completed

   4. Project won

   5. Backlog

   6. New Hires / Team growth

   7. What you can improve on

2. Where are you going

   1. Projects you’re going after

   2. Clients you’re pursuing

   3. Hires you’re looking to make

3. Vision for the future

   1. What will the company look like in 5 years? 

   2. What can people expect to see?

      1. Revenue

      2. Locations

      3. Opportunities

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