4-Hour Virtual Seminar
4-Hour Virtual Seminar on Creating a Strategic Setup for 2026 Using Your Year-End Review Report Analysis
Product Id : 13119
Price Details
This intensive virtual seminar provides professionals across HR, business operations, finance, and accounting with a structured, high-value framework for analyzing Year-End Review Reports and transforming those insights into a strategic, actionable setup for 2026.
Participants will learn how to interpret organizational, financial, and workforce data; evaluate operational effectiveness; identify trends, risks, and opportunities; and align year-end findings with forward-looking strategic planning. Through practical tools, proven methodologies, and real-world applications, this seminar equips attendees to confidently close out 2025 and build a strong, data-driven roadmap to guide success in 2026.
Why you should attend
- Understand the essential components and purpose of a comprehensive Year-End Review Report
- Analyze performance metrics, operational data, and financial reports to uncover strategic insights
- Identify organizational strengths, weaknesses, opportunities, and risks based on 2025 outcomes
- Interpret workforce trends, talent gaps, leadership effectiveness, and culture indicators
- Translate analysis findings into organizational priorities, high-impact initiatives, and strategic objectives for 2026
- Strengthen decision-making using structured analytical frameworks, risk assessments, and forecasting tools
- Develop an integrated strategic setup for 2026 that aligns HR, operational, and financial plans
- Build a clear execution roadmap with measurable milestones, resource plans, and accountability structures
- Improve communication with executives, boards, and stakeholders through high-quality reporting practices
Who Will Benefit
- CEO
- Senior Vice President
- Vice President
- Executive Director
- Managing Director
- Regional Vice President
- Area Supervisor
- Manager
- Introduction: Purpose & Value of a Year-End Review Report
- Why year-end analysis matters for organizational excellence
- The role of cross-functional integration in strategic planning
- Components of an Effective Year-End Review Report
- Operational, financial, HR, and strategic elements
- Data sources, documentation, and reporting standards
- Identifying what must be included for 2025 closeout
- Deep-Dive Data Analysis Techniques
- Evaluating KPIs, metrics, and performance outcomes
- Identifying trends, anomalies, patterns, and gaps
- Root-cause analysis methods for systemic issues
- Workforce, Leadership & Culture Assessment
- Employee performance, capability gaps, and engagement indicators
- Leadership performance and impact analysis
- Workforce readiness and succession planning for 2026
- Financial and Operational Review Essentials
- Budget vs. actual performance analysis
- Revenue, expense, and cash flow insights
- Controls, compliance, and audit readiness for year-end
- Identifying Strategic Opportunities & Risks for 2026
- SWOT, OKRs, and scenario planning
- Market, regulatory, and external influence considerations
- Risk mitigation and strategic safeguards
- Translating Review Findings Into the 2026 Strategic Setup
- Aligning priorities with organizational goals and capabilities
- Resource planning, budgeting, and technology integration
- Leveraging AI, automation, and analytics for 2026 efficiency gains
- Building the 2026 Strategic Roadmap
- Designing measurable strategic objectives and milestones
- Assigning ownership, accountability, and timelines
- Communication strategies for leaders, teams, and stakeholders
- Final Steps for Closing Out 2025
- Reporting, documentation, and compliance wrap-up
- Best practices for year-end communication and transition
- Q&A, discussion, and next-step action planning
Speaker Profile
Chris DeVany is the founder and president of Pinnacle Performance Improvement Worldwide, a firm which focuses on management and organization development. Pinnacle’s clients include global organizations such as Visa International, Cadence Design Systems, Coca Cola, Sprint, Microsoft, Aviva Insurance, Schlumberger and over 500 other organizations in 22 countries. He also has consulted to government agencies from the United States, the Royal Government of Saudi Arabia, Canada, Cayman Islands and the United Kingdom.
He has published numerous articles in the fields of surviving mergers and acquisitions, surviving change, project management, management, sales, team-building, leadership, ethics, customer service, diversity and work-life balance, in publications ranging from ASTD/Performance In Practice to Customer Service Management. His book, “90 Days to a High-Performance Team”, published by McGraw Hill and often accompanied by in-person, facilitated instruction, has helped and continues to help thousands of executives, managers and team leaders improve performance.
He has appeared hundreds of times on radio and television interview programs to discuss mergers and acquisitions (how to manage and survive them), project management, sales, customer service, effective workplace communication, management, handling rapid personal and organizational change and other topical business issues. He has served or is currently serving as a board member of the International Association of Facilitators, Sales and Marketing Executives International, American Management Association, American Society of Training and Development, Institute of Management Consultants, American Society of Association Executives, Meeting Professionals International and National Speakers Association. Chris is an award-winning Toastmaster’s International Competition speaker. He recently participated in the Fortune 500 Annual Management Forum as a speaker, panelist and seminar leader.
Chris has distinguished himself professionally by serving multiple corporations as manager and trainer of sales, operations, project management, IT, customer service and marketing professionals. Included among those business leaders are Prudential Insurance, Sprint, BayBank (now part of Bank of America), US Health Care and Marriott Corporation. He has assisted these organizations in mergers and acquisitions, facilitating post-merger and acquisition integration, developing project management, sales, customer service and marketing strategies, organizing inbound and outbound call center programs, training and development of management and new hires, and fostering corporate growth through creative change and innovation initiatives. Chris holds degrees in management studies and organizational behavior from Boston University. He has traveled to 22 countries and 47 states in the course of his career.
He has published numerous articles in the fields of surviving mergers and acquisitions, surviving change, project management, management, sales, team-building, leadership, ethics, customer service, diversity and work-life balance, in publications ranging from ASTD/Performance In Practice to Customer Service Management. His book, “90 Days to a High-Performance Team”, published by McGraw Hill and often accompanied by in-person, facilitated instruction, has helped and continues to help thousands of executives, managers and team leaders improve performance.
He has appeared hundreds of times on radio and television interview programs to discuss mergers and acquisitions (how to manage and survive them), project management, sales, customer service, effective workplace communication, management, handling rapid personal and organizational change and other topical business issues. He has served or is currently serving as a board member of the International Association of Facilitators, Sales and Marketing Executives International, American Management Association, American Society of Training and Development, Institute of Management Consultants, American Society of Association Executives, Meeting Professionals International and National Speakers Association. Chris is an award-winning Toastmaster’s International Competition speaker. He recently participated in the Fortune 500 Annual Management Forum as a speaker, panelist and seminar leader.
Chris has distinguished himself professionally by serving multiple corporations as manager and trainer of sales, operations, project management, IT, customer service and marketing professionals. Included among those business leaders are Prudential Insurance, Sprint, BayBank (now part of Bank of America), US Health Care and Marriott Corporation. He has assisted these organizations in mergers and acquisitions, facilitating post-merger and acquisition integration, developing project management, sales, customer service and marketing strategies, organizing inbound and outbound call center programs, training and development of management and new hires, and fostering corporate growth through creative change and innovation initiatives. Chris holds degrees in management studies and organizational behavior from Boston University. He has traveled to 22 countries and 47 states in the course of his career.