How does operations make annual summaries and annual plans?

Summary and plan writing time

The time for writing the annual summary needs to be considered together with the company's situation. Some companies have an annual summary for the calendar year (at the end of the natural year), some companies have a summary for the fiscal year (usually the end of March of the following year), and some companies do not have an annual summary.

The annual plan is basically defined clearly in December of the previous year and confirmed with the bosses.

Summary and planning framework

The summary framework is simple:

1. Data Review
2. Data analysis
3. Outlook

Review is to look back at the work of the previous year, while analysis is to answer the trends and reasons for data changes, and outlook is a brief description of the work in the coming year.

If you follow this framework, you will be fine.

The framework of the plan is slightly different:

1. Target
2. Budget
3. Playing Style

The plan itself must have goals, a budget, and a strategy. These three things are the core of the entire plan. All content should be implemented and developed based on these three things.

Summary and plan content

The content of the summary is basically based on the following discussion:

1. Full-year KPI and completion review
2. Quarterly and monthly data trends, with clear reasons for peaks and troughs
3. Highlight major projects and significant progress
4. Propose goals and key tasks for the next year

The first part, the review of KPI and completion, is a big concept. It is used to determine the work results of the current year and is a hat.

The second part is to break down the data for each quarter and month in detail, with both month-on-month and year-on-year comparisons, and to know what events caused the peaks and troughs. This work should not be done at the end of the year, but should be known every month so that it can be used directly when making the annual report.

The third part is to see whether there have been any major project completions or major progress in the work in the whole year (for example, the Double 11 data doubled every year in the first few years...)

The fourth part is to connect the previous and the next. Based on this year's business development, what are the plans for next year and what the expected data growth is. However, this part does not need to be expanded in detail.

The content of the work plan is roughly as follows:

1. Annual work goals (broken down into months)
2. Annual budget (split into details)
3. Big Node Planning Framework (Monthly)
4. Detailed work plan for the past 3 months

There are two things I want to explain here.

1. The purpose of breaking down work goals into months is to anticipate the data growth for the entire year. Of course, since the goals are set by month, the budget must also be broken down by month. At the same time, the budget must be broken down into details, meaning that activities, placements, and marketing must all have detailed and monthly budget amounts. This step requires comparing the year-on-year and month-on-month data to draw conclusions, not just making a random guess.
2. The major nodes should be scheduled in the month, which not only requires activities to have node plans, but also the corresponding supporting product construction should be reasonably arranged. At the same time, the focus must be on clearly explaining the plans for the first three months of the year, because this is the starting point of the work for the entire year.

Summary report format

Generally speaking, these summaries or plans will be made into PPTs, so be sure to use the PPT template specified by the company. For data calculations that cannot be accommodated, Excel should be provided as a supplement. (So ​​this is actually nonsense)

This article was compiled and published by @张亮 (Qinggua Media). Please indicate the author information and source when reprinting!

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