🗓️ End-of-Year Team Recap Agenda

1. Welcome & Purpose

I want to thank each of you for the incredible dedication, compassion, and resilience you bring to our work every single day. What you do isn’t easy—but your commitment to serving our veterans with integrity and heart truly changes lives, and I couldn’t be prouder to work alongside this team.

• Quick overview of what we’ll cover: reflection, celebration, and 2026 vision

2. 2025 Highlights: What We Achieved 🚀

• Department Overview: Quick summary of the year — major milestones, projects, and new initiatives

2025 Goals

• Key Performance Indicators (KPIs):
  • Total claims filed
  • Claims approved / percentage of successful outcomes
  • Average time to completion
  • Number of veterans assisted
  • Community outreach and partnership stats
  • Growth in team capacity and efficiency metrics
• Visuals: charts or infographics showing improvement from last year

3. Lives We Impacted 💙

• Real client stories: highlight two or three powerful success stories that show impact
• Cumulative numbers: total veterans served, total benefits secured, average claim value increase
• Optional: short video montage or quotes from veterans and partners

4. Team Shoutouts & Recognition 🌟

• Acknowledge individual and team accomplishments
• Fun awards: “Above & Beyond,” “Rookie of the Year,” “Most Organized,” “Calm in the Storm,” etc.
• Include peer-nominated recognitions if possible