Annual planning – create overview and structure in the board’s work
Get control of the year's tasks with the annual planning in BetterBoard's board portal — a tool that creates peace of mind and overview.
With the annual planning in BetterBoard’s board portal, the board can gather all its regular tasks, milestones and deadlines in one place. The annual planning provides a clear visual picture of what needs to happen when — from meetings and annual accounts to the strategy seminar and the annual evaluation.
By visualizing the year, the board can ensure that nothing is forgotten and that tasks are distributed appropriately. At the same time, it is easy for all members to follow along and prepare in good time.
Create an overview — plan the year with one click and work structured all the way
What is a wheel of the year?
Annual planning is a tool that helps the board map out the year’s recurring activities and key tasks. Why? Because board work is filled with fixed tasks, deadlines and processes that must be repeated every year — and which can easily be overlooked if they are not clearly planned.
With the annual planning in BetterBoard’s board portal, planning becomes visible and shared. The board can together determine the most important tasks for the year and ensure that everything from budget follow-up to the general meeting is planned well in advance.
The annual planning is a valuable tool for creating structure because:
- It gathers all regular tasks in one place.
- It helps distribute tasks evenly throughout the year.
- It creates clarity about who does what and when.
- It makes it easy for new members to quickly get an overview.
With annual planning in place, tasks and deadlines become something that the board can plan and share — rather than something that needs to be remembered or reinvented every year.
How does annual planning work?
The annual planning tool in BetterBoard’s board portal is easy to use and requires no technical knowledge.
Here’s how it works:
- Create an annual calendar directly in the portal and give it a title.
- Add activities divided by month of the year — e.g. presenting accounts, following up on strategy, revising policies or planning the general meeting.
- Share the annual calendar with the board so everyone has access to the common overview.
Each activity can be updated and customized as needed. The board portal ensures that the annual calendar is always easily accessible to all relevant users — even when new members join the board.
By consolidating planning in the portal, the need for manual reminders and unstructured lists is minimized. Instead, the board can work proactively and follow a clear plan.
Why choose BetterBoard?
When you choose BetterBoard as your digital board portal, you choose more than just features. You choose a solution that makes it possible to work professionally, structured and safely.
The wheel of the year is a natural extension of this. It helps to:
- ensure progress and continuity in the board’s work
- make meetings more efficient by letting everyone know what to expect
- strengthen collaboration by creating a common point of reference
- and save time by eliminating unnecessary coordination and searching for information.
The Wheel of the Year helps the board
The annual planning tool can be combined with the portal’s other functions such as meeting planning, task management and document management. This makes it a central part of the overall process for the board’s work and strengthens the common thread in planning.
Advantages of annual planning
- Creates an overview: All tasks for the year are collected in one visual format.
- Strengthens planning: Makes it easy to see when regular tasks need to be completed.
- Saves time: Reduces the need for manual lists and reminders.
- Increases transparency: Gives the entire board insight into the year’s plan.
- Supports continuity: Helps maintain knowledge and ensure repetition of important tasks.
- Promotes collaboration: Everyone works from the same plan and can easily contribute.
- Easy sharing: The annual calendar is available to the entire board directly in the portal.
Do you want to see how annual planning can help you create structure in the board’s work?
