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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.

The Annual Wheel is a recurring compliance planning tool that lets you schedule activities, assign ownership, and automatically generate tasks on a defined cadence. You define what needs to happen, who is responsible, and how often — and the platform takes care of generating and assigning the actual tasks, so you always know what is coming next.

annualwheeloverview

What is the Annual Wheel 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

What is the difference between activities and tasks?

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

How is ownership assigned to an activity?

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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