# Annual strategy meet checklist

Sociana template v1.0, reviewed 2026-10-19. Tick items off, add an owner and a date beside each, and delete what does not apply.

## Objectives

- [ ] Agree three messages with leadership
- [ ] Choose measures of success
- [ ] Set budget and approval path
- [ ] Set the date and location with leadership calendars
- [ ] Name a single owner for the meet

## Employees and data

- [ ] Import employee list with code, location and function
- [ ] Define groups for content scoping
- [ ] Decide the login method
- [ ] Plan travel for outstation staff
- [ ] Plan accessibility and dietary needs
- [ ] Collect documents needed for hospitality

## Agenda

- [ ] Draft the agenda with leadership slots
- [ ] Add breakouts and functional sessions
- [ ] Add culture and recognition slots
- [ ] Add breaks and buffers
- [ ] Publish the agenda with a version date
- [ ] Plan the closing commitments slot

## Venue and logistics

- [ ] Conduct a site visit
- [ ] Plan arrival, registration and badge flow
- [ ] Plan AV and stage with rehearsals
- [ ] Plan meals and special diets
- [ ] Arrange transport between venues

## Engagement

- [ ] Plan a quiz with leadership content
- [ ] Plan polls linked to strategy topics
- [ ] Plan an ask-leadership channel with moderation
- [ ] Plan games or a team activity
- [ ] Plan photos and a memories gallery

## After the meet

- [ ] Send thanks and key messages within 2 days
- [ ] Publish actions with owners and dates
- [ ] Share feedback results
- [ ] Schedule a 30-day check-in
- [ ] Archive materials and close access

Source: sociana.in/templates/annual-strategy-meet-checklist/