Free Printable Annual Recap

[Your Company Name]
Annual Recap
Performance Evaluation
For the Year Ending December 31, [Year]

1. Cover Page

• Title: Annual Recap

• Subtitle: Performance Evaluation

• Company Name: [Your Company Name]

• Year: [Year]

• Date of Issuance: [Issuance Date]

• Prepared By: [Your Name] / [Department]

2. Executive Summary

The Executive Summary provides a high-level overview of the major achievements, key performance indicators, and challenges encountered during the year. This section is designed to give readers a snapshot of the company's performance and strategic direction.

3. Achievements and Highlights

This section details the significant accomplishments over the year, including successful projects, major milestones, and notable innovations.

• Major Milestones:

  • [Milestone 1: Description]

  • [Milestone 2: Description]

• Successful Projects:

  • [Project Name 1: Summary of Success]

  • [Project Name 2: Summary of Success]

• Innovations and Improvements:

  • [Innovation 1: Description]

  • [Innovation 2: Description]

4. Financial Overview

An overview of financial performance, including key metrics and financial summaries.

• Revenue:

  • Total Revenue: $[Amount]

  • Year-over-Year Growth: [Percentage]

• Expenses:

  • Total Expenses: $[Amount]

  • Major Expense Categories: [Category 1, Category 2]

• Profit:

  • Net Profit: $[Amount]

  • Profit Margin: [Percentage]

• Comparison to Budget:

  • Budgeted Revenue: $[Amount]

  • Actual Revenue: $[Amount]

  • Budget Variance: [Percentage]

5. Performance Metrics

Key performance indicators (KPIs) used to evaluate company performance.

• Customer Satisfaction:

  • Customer Satisfaction Score: [Score/Percentage]

  • Key Feedback: [Summary of Feedback]

• Employee Performance:

  • Employee Satisfaction: [Score/Percentage]

  • Notable Achievements: [Description]

• Market Share:

  • Market Share Growth: [Percentage]

  • Competitive Position: [Summary]

6. Challenges and Lessons Learned

An analysis of the challenges faced during the year and the lessons learned.

• Major Challenges:

  • [Challenge 1: Description]

  • [Challenge 2: Description]

• Lessons Learned:

  • [Lesson 1: Description]

  • [Lesson 2: Description]

7. Project Updates

Overview of key projects undertaken during the year, their outcomes, and any ongoing developments.

• Project Name 1:

  • Description: [Brief Description]

  • Status: [Completed/Ongoing]

  • Outcomes: [Summary]

• Project Name 2:

  • Description: [Brief Description]

  • Status: [Completed/Ongoing]

  • Outcomes: [Summary]

8. Employee and Team Highlights

Recognition of outstanding contributions from individuals and teams.

• Top Performers:

  • [Employee Name 1: Contribution]

  • [Employee Name 2: Contribution]

• Exceptional Teams:

  • [Team Name: Achievements]

9. Future Outlook

Goals and plans for the upcoming year, including strategic initiatives and anticipated challenges.

• Strategic Goals:

  • [Goal 1: Description]

  • [Goal 2: Description]

• Anticipated Challenges:

  • [Challenge 1: Description]

  • [Challenge 2: Description]

10. Appendices

Additional data, charts, and detailed reports.

• Appendix A: Detailed Financial Reports

• Appendix B: Project Data and Charts

• Appendix C: Employee Satisfaction Survey Results

[Your Company Name]
[Your Company Address]
[Your Company Number]

Recap Templates @ Template.net