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What Is the Annual Wheel and How Does It Work?

The Annual Wheel is your strategic planning tool for recurring compliance activities. It helps you stay ahead of tasks that need to be completed on a regular basis — whether monthly, quarterly, or annually.

You define what needs to happen, who is responsible, and how often. The platform takes care of generating the actual tasks, so you always know what’s next.

annualwheeloverview

What It’s Used For

  • Recurring internal audits
  • Annual DPIAs or ISAE3402 reviews
  • Vendor follow-up and reassessments
  • Scheduled policy reviews
  • Compliance training cycles
  • Board updates or ISO activities

Annual Activities vs. Tasks

Activities are what you plan in the Annual Wheel, and tasks are what get generated and assigned automatically based on that plan.

Responsible Ownership

Each activity can be owned by a specific user, linked to one or more compliance areas, and include metadata for filtering, reporting and planning.


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