See the year in practice

Annual wheel examples
you can edit

Explore five ways to organize recurring work across a year. Each finished wheel uses a real YearOrbit template, with notes on its categories, activity windows and overlaps.

These are illustrative schedules you can adapt to your own calendar. The previews show 2027; opening an example uses the current year, which you can edit.

Example 01

HR Annual Wheel

People cycles, reviews, recruitment and learning.

For people teams coordinating recurring HR work across the year.

A twelve-month planning wheel with 3 categories and 6 labeled activities.YearOrbitANNUAL PLANHR Annual Wheel2027JANFEBMARAPRMAYJUNJULAUGSEPOCTNOVDECPerformance reviewsEmployee surveyRecruitment planningTrainingSalary reviewHoliday planning2027YEARORBITPeople & culture2 activitiesTalent2 activitiesHR operations2 activities6 activities · 3 categoriesYEARORBIT.COM
Finished HR Annual Wheel, 2027. Scroll sideways to inspect the wheel, or read the complete schedule below.

How to read this example

People & culture, Talent and HR operations separate employee feedback, development and operational work. Keeping those cycles in different lanes makes it easier to see where they overlap without combining them into one long list.

Performance reviews in January–February overlap salary review in February–March. Training occupies May–June, while recruitment planning sits in September–November. Holiday planning crosses November–February, showing why a year-end activity needs one continuous arc.

Edit this HR Annual Wheel

Categories and activity windows

People & culture

  • Performance reviewsJanuary–February
  • Employee surveyApril

Talent

  • Recruitment planningSeptember–November
  • TrainingMay–June

HR operations

  • Salary reviewFebruary–March
  • Holiday planningNovember–February (across year-end)

Example 02

Finance Annual Wheel

A clear rhythm for budgeting, close and reporting.

For finance teams coordinating planning, controls and reporting deadlines.

A twelve-month planning wheel with 3 categories and 6 labeled activities.YearOrbitANNUAL PLANFinance Annual Wheel2027JANFEBMARAPRMAYJUNJULAUGSEPOCTNOVDECBudgetForecastAuditYear-end closeTaxManagement reporting2027YEARORBITPlanning2 activitiesControl3 activitiesReporting1 activity6 activities · 3 categoriesYEARORBIT.COM
Finished Finance Annual Wheel, 2027. Scroll sideways to inspect the wheel, or read the complete schedule below.

How to read this example

Planning and Control distinguish forward-looking budget work from audit, close and tax activities. Reporting has its own lane because management reporting spans the whole year alongside those shorter windows.

The March–April forecast overlaps the February–March audit and April–May tax window. Budget work sits in September–November, and year-end close crosses December–January. These are illustrative planning windows, not statutory deadlines.

Edit this Finance Annual Wheel

Categories and activity windows

Planning

  • BudgetSeptember–November
  • ForecastMarch–April

Control

  • AuditFebruary–March
  • Year-end closeDecember–January (across year-end)
  • TaxApril–May

Reporting

  • Management reportingJanuary–December

Example 03

Marketing Annual Wheel

Plan campaigns, launches and editorial work.

For marketing teams mapping campaigns, content and budget reviews.

A twelve-month planning wheel with 3 categories and 5 labeled activities.YearOrbitANNUAL PLANMarketing Annual Wheel2027JANFEBMARAPRMAYJUNJULAUGSEPOCTNOVDECCampaign planningProduct launchesSeasonal campaignsContent planningBudget review2027YEARORBITCampaigns3 activitiesContent1 activityPlanning1 activity5 activities · 3 categoriesYEARORBIT.COM
Finished Marketing Annual Wheel, 2027. Scroll sideways to inspect the wheel, or read the complete schedule below.

How to read this example

Campaigns, Content and Planning separate campaign windows from ongoing editorial planning and budget work. The year-round content arc provides a useful contrast to the shorter campaign arcs.

Campaign planning in January–February precedes product launches in April–May. Seasonal campaigns run September–December, overlapping the October–November budget review. The wheel shows the broad rhythm; individual posts and launch tasks belong in a more detailed plan.

Edit this Marketing Annual Wheel

Categories and activity windows

Campaigns

  • Campaign planningJanuary–February
  • Product launchesApril–May
  • Seasonal campaignsSeptember–December

Content

  • Content planningJanuary–December

Planning

  • Budget reviewOctober–November

Example 04

School Annual Wheel

Terms, assessments, meetings and planning days.

For school leaders and administrators planning the academic year.

A twelve-month planning wheel with 3 categories and 6 labeled activities.YearOrbitANNUAL PLANSchool Annual Wheel2027JANFEBMARAPRMAYJUNJULAUGSEPOCTNOVDECSpring termAutumn termHolidaysParent meetingsAssessmentsPlanning days2027YEARORBITSchool terms3 activitiesFamilies1 activityPlanning2 activities6 activities · 3 categoriesYEARORBIT.COM
Finished School Annual Wheel, 2027. Scroll sideways to inspect the wheel, or read the complete schedule below.

How to read this example

School terms, Families and Planning place long teaching periods beside shorter meetings and administrative work. The long term arcs give the viewer a frame of reference for the smaller events.

Spring term runs January–June and autumn term August–December. Parent meetings fall in February–March, assessments in May–June, and planning days in August. The June–August holiday arc shares boundary months with both terms: month-level planning does not imply that school and holidays occupy the same days.

Edit this School Annual Wheel

Categories and activity windows

School terms

  • Spring termJanuary–June
  • Autumn termAugust–December
  • HolidaysJune–August

Families

  • Parent meetingsFebruary–March

Planning

  • AssessmentsMay–June
  • Planning daysAugust

Example 05

Board / Management Wheel

Governance, strategy, risk and reporting cycles.

For boards and management teams aligning governance and strategy work.

A twelve-month planning wheel with 3 categories and 5 labeled activities.YearOrbitANNUAL PLANBoard / Management Wheel2027JANFEBMARAPRMAYJUNJULAUGSEPOCTNOVDECBoard meetingsRisk reviewStrategyBudgetAnnual report2027YEARORBITGovernance2 activitiesStrategy2 activitiesReporting1 activity5 activities · 3 categoriesYEARORBIT.COM
Finished Board / Management Wheel, 2027. Scroll sideways to inspect the wheel, or read the complete schedule below.

How to read this example

Governance, Strategy and Reporting keep oversight, direction-setting and reporting work in separate lanes. The January–December board-meetings arc marks an ongoing cycle; it does not specify individual meeting dates.

Risk review sits in March–April, strategy work in May–July, and budget work in September–November. The annual report spans November–February, keeping its cross-year work visible alongside the ongoing governance cycle.

Edit this Board / Management Wheel

Categories and activity windows

Governance

  • Board meetingsJanuary–December
  • Risk reviewMarch–April

Strategy

  • StrategyMay–July
  • BudgetSeptember–November

Reporting

  • Annual reportNovember–February (across year-end)

From examples to your own plan

Make the pattern easy to read.

Give each lane a purpose

Finance separates Planning, Control and Reporting. Choose categories that help your reader distinguish kinds of work, then keep activity names short and specific.

Show windows, not every task

The school example puts long terms beside short planning events. An arc describes a month or range of months, leaving individual dates and tasks to a detailed calendar.

Read overlaps in context

A year-round activity may describe ongoing work, as in the marketing example. A quieter part of the wheel means fewer activities are shown, not necessarily less work.