1. Team Meeting Presentation Template
To explain, communicate, and implement your annual goals to your team
January 15, 20XX
Presented by {Insert Name}

2. Our Vision Looking Ahead
Insert some short and brief explanatory text about title here
This is where you can add details of what your vision for the firm is and how you’d like to go about accomplishing this vision in the next year. Try to keep this description short and leave the rest up to personal delivery.
Below, spell out your core values, so the team is reminded of why you are looking ahead with this vision.
Looking Ahead
Innovation
Commitment
Excellence
Honesty/ Integrity

3. Review of SWOT Analysis
Provide a brief review of your Team Retreat takeaways and discoveries from the SWOT analysis
Strengths
Give a summary of your strengths and differentiators as it relates to your team and services internally.
Weaknesses
List the main internal areas where you see the firm either falling short and choosing not to focus efforts.
Opportunities
Provide some points on where you see opportunity for growth based on the current environment.
Threats
List external competitors or market factors that may present obstacles for your firm in the near future.

4. Key Initiatives
Insert some short and brief explanatory text about initiatives here
Initiative 1
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Initiative 2
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Initiative 3
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Initiative 4
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5. Our Champions
Insert some explanatory text about each person leading the main initiatives for the year
Founder & CEO
John Patterson
Senior Advisor
Laura Malkova
Client Services Manager
Sara Henderson
Associate Wealth Advisor
Jerry Walkman
Operations Manager
Bob Cameron

6. Timeline for 2016
Insert some short and brief explanatory text about title here
Start a Formal Marketing Campaign for Business Owner Prospects
Leverage content and campaigns from the Peak Advisor Alliance platform to initiate a dialogue with 50 new prospects.
Onboard 15 A+ Clients
Through the use of our newly integrated tech and refreshed value proposition, we’ll onboard 15 new clients.
Finish
Integrate New CRM
Full integration of Redtail CRM in our daily processes.
Experiment with Our New Client Review Structure
Conduct “Half-Time” reviews with our A+ and A clients to test the waters of our new Client Review layout.
Launch New Financial Planning Process
Finalize new financial planning process, as well as our new investment strategies with all internal advisors and launch an announcement to all clients.

7. Results-Based Pay 100% 90% 80% $1,200,000
Insert some explanatory text about how individuals and teams will be awarded for accomplishing their goals
100%
90%
80%
$1,200,000
$960,000
$1,080,000
GOAL ACCOMPLISHED!
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Tier 3
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Tier 2
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8. 2016 Goals Guide INSERT MISSION AND VISION
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Key Initiative 2
2016 Goals Guide
Insert some short and brief explanatory text about title here
INSERT MISSION AND VISION
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Key Initiative 3
Use this as a placeholder for a brief description on why these initiatives accomplish a bigger vision for the firm. Then, after presenting this overview, print out this slide by selecting “File” -> “Print” and distribute as a visual guide for each team member to hang in their workspace.
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Key Initiative 1
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Key Initiative 4