Annual work plan

Rules on this topic differ by state. Check your state's law before you use this template.

[District name] Annual Work Plan, Fiscal Year [Fiscal year]

1. Purpose of this plan

This plan lists what [District name] intends to do this year, who leads each action, when it should happen and how we will know it got done. It ties back to the district's long-range plan. The board reviews progress at its regular meetings and may change the plan by motion.

2. This year's priorities

1. [Priority 1]
2. [Priority 2]
3. [Priority 3]

3. Actions by priority

For each priority, list two to five actions. Keep each one specific enough that the board can tell whether it happened.

Priority 1: [Priority 1]

• Action: ____________________ Lead: ________ Timeline: ________ Measure: ________
• Action: ____________________ Lead: ________ Timeline: ________ Measure: ________

Priority 2: [Priority 2]

• Action: ____________________ Lead: ________ Timeline: ________ Measure: ________
• Action: ____________________ Lead: ________ Timeline: ________ Measure: ________

Priority 3: [Priority 3]

• Action: ____________________ Lead: ________ Timeline: ________ Measure: ________
• Action: ____________________ Lead: ________ Timeline: ________ Measure: ________

4. Yearly calendar of routine work

Check each item when it is scheduled. Add the dates your state, your funders and your board set.

• Regular board meetings set for the year, with notice plan
• Budget drafted, reviewed and adopted by the board
• Annual report written and shared
• Audit or financial review arranged
• Director terms, elections or appointments tracked
• Grant reports and claims on the calendar
• Cost-share sign-up and ranking periods on the calendar
• Outreach events and field days scheduled
• Staff reviews and training planned
• Policy handbook reviewed

5. Staffing and partners

[Staff lead] coordinates this plan. List the staff, partner staff and volunteers who carry out each priority, and any partner agreements the plan depends on.

6. Budget link

Each action should match a line in the district budget for fiscal year [Fiscal year]. Note any action that depends on a grant or other funding not yet in hand.

7. Progress reviews

• First quarter review at the board meeting
• Second quarter review at the board meeting
• Third quarter review at the board meeting
• Year-end review, with results carried into the annual report

8. Adoption

The board of directors of [District name] adopted this work plan on [Adoption date].

A starting draft, not legal advice. Have your attorney or agency review before use.