Plan the meeting year ahead, without calendar chaos
Plan the meeting year once, then keep it in sync with reality.
Annual plan
2026
Q1
Board meeting
12 March
Year-end closing
31 March
Q2
Board meeting
18 June
General assembly
15 May
What you get
See the whole year at once
Meetings and milestones across quarters in one view.
Plan without calendar chaos
Drag topics and dates until the year actually fits.
Jump straight into preparation
From the annual plan into the next meeting setup in one click.
Quarterly view
Roughly and clearly plan meetings over one to two years.
Milestones
Capture AGM, year-end closing and other governance dates.
Drag and drop planning
Place open tasks and topics directly onto future meetings.
In detail
Because governance needs more than the next meeting
The annual plan shows meetings, milestones and topics across quarters. You set dates, drag topics onto the right meeting and jump from there into preparation.
At the same time you capture important organisation milestones, such as the annual general meeting, year-end closing or other dates that matter for top governance. Over one to two years you see meetings and events at a glance. From the past you jump into protocols; from the future into preparation. Often that is easier through this calendar view than through search alone.
On the left, a panel with open tasks and existing topics supports planning: by drag and drop you place open items and agenda topics across months, quarters or years, without endless clicking. On one screen you see the next important meetings and schedule topics visually.
Boards of directors and teams often need to look roughly one to two years ahead. The annual plan makes meetings, milestones and topic planning visible on one screen, instead of in scattered calendars and lists.
Who it’s for
Built for the people who run the meeting
Chair
Plans the meeting year with dates, topics and milestones - from strategy retreat to AGM.
Corporate secretariat
Jumps from the annual plan straight into preparing the next meeting, without maintaining dates twice.
Board members
See early which topics are coming and align availability and preparation accordingly.
Frequently asked questions
Who is the annual plan for?
Especially for boards of directors, but equally for executive teams, project teams and other entities that plan meetings over longer periods.
Can I jump from the annual plan into preparation?
Yes. Planned meetings open meeting preparation directly. Past meetings lead to the protocols.
What are milestones?
Important events such as the annual general meeting or year-end closing that should stay visible alongside regular meetings.
How do I plan topics across several quarters?
Using the side panel, drag open tasks and existing topics onto meetings in the coming months or years.
How do I plan board meetings for the whole year?
In the annual plan you set meeting dates, milestones and recurring topics across quarters - and jump straight into preparing each individual meeting.
Can I plan the AGM, retreats and regular meetings together?
Yes. The annual plan shows different meeting and date types in the same overview, so the board sees the whole year ahead.
Explore more
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Next step
See HeyEla with your use case
A focused 45-minute demo with your board workflow in mind, or estimate the business case in about 90 seconds.