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Reviewing and Renewing
Each year the board should help the CEO pause and reflect on the business, how it runs, and the decisions that get made.
You can use this exercise at the change in calendar year, your company financial year, or other key milestones.
It can be a workshop session at a quarterly/annual board retreat, or take up two sessions at a normal board meeting.
Objectives
A key part of running a healthy and sustainable business that we can be proud of, is regularly pausing to reflect. Reviewing what we've done and how we've done it — and deciding on improvements we want to make for the future.
The aim of this board session is to:
Reflect on what happened in the prior year
Review key decisions that were made and their outcomes
Discuss what can be learned
Look ahead to the coming year
Discuss potential improvements to the way you run the business, and the approach to decisions
Decide on a theme for the year
Decide on three key improvements you want to focus on
This is a major exercise so will be divided into two parts:
Reviewing: Looking back at the prior year
Renewing: Looking ahead to improvements this year