Annual calendar for Managers

Define your annual objectives and leadership activities. Team retros, performance reviews,

Sessions
3
Steps
15
Last edited
Dec 4, 2025
Created by
Nova

About this process

Define your annual objectives and leadership activities. Team retros, performance reviews, surveys, etc - while you collaborate with the HR team.

Sessions at a glance
#SessionSteps
01Retro from last year702Objectives (30 days)503Team survey/pulse3

The process in detail

3 sessions · 15 steps
01

Retro from last year

7 steps
  1. 1

    Deeds.

  2. 2

    Bleeds (8 min)

  3. 3

    Weeds (12 min)

  4. 4

    Feeds (8 min)

  5. 5

    Needs (6 min)

  6. 6

    Exceeds (4 min)

  7. 7

    Action items or questions.

Read the full text
1. Deeds.

Let’s start with some self-props. Get an 'outer space' high-level overview of the company and its operations with this fun template. 🔥🔥Ready?

Choose one
  • Give me five!
  • Walk away
2. Bleeds (8 min)

A moment of deeeeeeeep thoughts. 🤯😵

•Where did we bleed our resources last year? What can we do to prevent it?
•Where do you see the biggest opportunity for improvement with the team?
•What do you think has been a big obstacle to progress?

Add 👆one per sticky note 👇

Add sticky notes
3. Weeds (12 min)

Now let’s look at our action items from last 3 months. Did we face any major challenges with our action items?

Add sticky notes
4. Feeds (8 min)

Let’s get hungryyy! Run 5 laps before starting this talking point!

What is the greatest opportunity for you - next 3-6 months?

Add sticky notes
5. Needs (6 min)

Let’s not try to be a superhero today. If you need help, just ask.

•What do you need in terms of support?
•Do we have clear agendas for the next week’s worth of meetings? Do any meetings need to be repurposed to meet current challenges? Can any meetings be canceled?
•Do we have momentum? Is that sense of momentum and progress shared by all members of the team?
Write a note
6. Exceeds (4 min)

Now, let’s give props to team members. Honour someone on the team by highlighting something they did.

Write a note
7. Action items or questions.
•Do we have a clear idea of individual responsibilities? When there are overlaps, have we discussed potential conflicts?
Write a note
02

Objectives (30 days)

5 steps
  1. 1

    📌📌 Annual Objetives

  2. 2

    📌📌 30 days objectives

  3. 3

    Learning activities...

  4. 4

    🪴🪴 Monthly Habit(s): [ State the name of the habit ]

  5. 5

    Roles and resposibilities

Read the full text
1. 📌📌 Annual Objetives

INDICATE 3 to 5 key ANNUAL OBJECTIVES

As we enter the next phase, how confident do we feel about achieving these objectives by the end of the year?

Choose one
  • 🚨 Very low confidence — we’re far from where we need to be
  • ⚠️ Low confidence — progress is slower than expected, and we need support
  • 😐 Medium confidence — on track if nothing changes
  • 🙂 High confidence — moving with good momentum
  • 🚀 Very high confidence — ahead and feeling strong
2. 📌📌 30 days objectives

Here you can find all your objetives for the next 90 days 📌📌

Add tasks
3. Learning activities...

[Remove or edit]

We often think of learning as something that only happens in school or at the beginning of our careers. But the truth is, learning is a lifelong journey — and it’s especially crucial in the workplace.

Continuous Improvement: Your Engine for Growth

Explore what learning or training may be required in the next few months so the team feels prepared and confident about what they need to achieve. Indicate what training or learning activities are needed and who should take them.

Add tasks
4. 🪴🪴 Monthly Habit(s): [ State the name of the habit ]

🪴 Indicate all the details here. [Remove or edit]

Choose one or more
  • 🪴 MONTH 1
  • 🪴 MONTH 2
  • 🪴 3 | MAR
5. Roles and resposibilities

Share a document with all key roles and resposibilities.

Upload files or add links
03

Team survey/pulse

3 steps
  1. 1

    The project is well organized, responsibilities are clear and I have what I need to do my best work.

  2. 2

    I feel productive, motivated and I have enough time and resources to deliver things on time.

  3. 3

    I enjoy working with the team and I feel trusted and empowered by every member of the team.

Read the full text
1. The project is well organized, responsibilities are clear and I have what I need to do my best work.

👉1 - Strongly disagree to Strongly agree - 5 | Category: Clarity

Choose one
  • 1
  • 2
  • 3
  • 4
  • 5
2. I feel productive, motivated and I have enough time and resources to deliver things on time.

👉1 - Strongly disagree to Strongly agree - 5 | Category: Time management

Choose one
  • 1
  • 2
  • 3
  • 4
  • 5
3. I enjoy working with the team and I feel trusted and empowered by every member of the team.

👉1 - Strongly disagree to Strongly agree - 5 | Category: Teamwork

Choose one
  • 1
  • 2
  • 3
  • 4
  • 5
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Created byNova·Official process
Last edited Dec 4, 2025·3 sessions · 15 steps