- Timing
- Q4
- Type
- Event
- Assignee
- Not set
- Budget
- Not set
- Status
- Not set
- Notes
- Not set
TemplatesGatherings & events · Annual plan
Club annual plan
When a club or hobby group puts the year's goals, quarterly activities, budget and officer roles in one document
What's inside · Table 3 · Checklist 3
Preview · a new document starts like this
Club annual plan
- Year
- Not set
- President
- Not set
- Number of members
- Not set
- Annual budget
- Not set
Write three goals for this year, then adjust the quarterly activities list to fit your club.
This year's goals
1.
Build a club members keep coming back to
2.
Get out together at least once a year
3.
Welcome five new members
Quarterly activities
One line per activity. Set the timing and an owner.
Quarterly activities
| Activity | Timing | Type | Assignee | Budget | Status | Notes |
|---|---|---|---|---|---|---|
| Fall showcase | Q4 | Event | Not set | Not set | Not set | Not set |
| Summer workshop | Q3 | Workshop | Not set | Not set | Not set | Not set |
| Neighborhood volunteering | Q2 | Volunteering | Not set | Not set | Not set | Not set |
| Year-end meetup and accounts | Q4 | Recurring meetup | Not set | Not set | Not set | Not set |
| Spring outing | Q2 | Event | Not set | Not set | Not set | Not set |
| New member welcome meetup | Q1 | Social | Not set | Not set | Not set | Not set |
- Timing
- Q3
- Type
- Workshop
- Assignee
- Not set
- Budget
- Not set
- Status
- Not set
- Notes
- Not set
- Timing
- Q2
- Type
- Volunteering
- Assignee
- Not set
- Budget
- Not set
- Status
- Not set
- Notes
- Not set
- Timing
- Q4
- Type
- Recurring meetup
- Assignee
- Not set
- Budget
- Not set
- Status
- Not set
- Notes
- Not set
- Timing
- Q2
- Type
- Event
- Assignee
- Not set
- Budget
- Not set
- Status
- Not set
- Notes
- Not set
- Timing
- Q1
- Type
- Social
- Assignee
- Not set
- Budget
- Not set
- Status
- Not set
- Notes
- Not set
Budget breakdown
| Item | AmountNumber | Share (%)Number | CheckCheckbox |
|---|---|---|---|
| Recurring meetup | Empty | 40 | Unchecked |
| Event | Empty | 30 | Unchecked |
| Equipment | Empty | 20 | Unchecked |
| Reserve | Empty | 10 | Unchecked |
- Item
- Recurring meetup
- Amount
- Empty
- Share (%)
- 40
- Check
- Unchecked
- Item
- Event
- Amount
- Empty
- Share (%)
- 30
- Check
- Unchecked
- Item
- Equipment
- Amount
- Empty
- Share (%)
- 20
- Check
- Unchecked
- Item
- Reserve
- Amount
- Empty
- Share (%)
- 10
- Check
- Unchecked
Officers and roles
| Role | AssigneeAssignee | Term endsDate |
|---|---|---|
| President | Empty | Empty |
| Treasurer | Empty | Empty |
| Promotion | Empty | Empty |
| Note-taker | Empty | Empty |
- Role
- President
- Assignee
- Empty
- Term ends
- Empty
- Role
- Treasurer
- Assignee
- Empty
- Term ends
- Empty
- Role
- Promotion
- Assignee
- Empty
- Term ends
- Empty
- Role
- Note-taker
- Assignee
- Empty
- Term ends
- Empty
☐
Wrote three goals for this year.
☐
Set the timing and owner for each activity.
☐
Broke down the budget.