General Farm & Ranch Operations
Farm Annual Review & Planning Workbook
A farm annual review and planning workbook that brings the year's results, lessons and next-year plans into one place, for owners who want a single yearly planning session.
Download free PDF1 page, US Letter, prints clean in black and white
TemplateGeneral Farm & Ranch OperationsFree PDF
Sections on this template
- Year in review summary
- Production results
- Financial results
- Labor and safety review
- Equipment and buildings review
- Marketing and customer review
- Lessons learned
- Goals for next year
- Action plan with dates
- Advisors to meet
How to use this template
Treat the headings as a starting outline. Add detail under each one, and keep the finished copy with your records.
Where to check the details
This sheet is a general template, so confirm specifics with your own manuals, labels and local rules. For current official guidance, start with eXtension and USDA Farm Service Agency.
For more in this area, see the Rural Farm Life. Between chores, farm.FM has farm humor, including Farm Cat Rejects Performance Review, Deposits Dead Mouse on Supervisor’s Desk, and farming farm stories.