The FY Review Session
Where insight becomes structure
Strategy set. Priorities sharpened. Growth mapped.
The FY Review Session turns annual insight into a clear operating plan. Targets, indicators and priorities come together to form the structure for the year ahead. It is the bridge between reflection and execution.
This guide helps agents build a plan that is grounded, measurable and aligned with their long-term direction.
Inside you’ll explore
Set the Targets. Anchor the year with clarity.
Define the Indicators. Measure what moves the needle.
Prioritise the Projects. Focus effort where it matters most.
Create the Issues List. Surface friction early and resolve it fast.