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'Tis the Season for Business Planning

'Tis the Season for Business Planning 

 

Recharge your business in 2021

 

Do you have a business plan? Better yet, would you say it's comprehensive; having strategies, vision, goals with action plans and timelines? 

So why plan? Well, simply put, what gets written down gets remembered, what gets scheduled gets completed, what gets measured gets improved! Also consider how business planning efforts will help your clients achieve their goals.

 

To start, complete a Year-End Review and ask yourself the following questions. Don't forget to get your team involved. 

 

1. What were our goals in 2020 and did we achieve them?

2. What went really well this year? 

3. What was missing last year or needed to be improved?

4. What were the opportunities and challenges?

5. What were the pain points?

6. How can we do more for our clients?

7. How can we do more for our team? 

 

Keep in mind that an effective plan:

  • Is dynamic and should be adjusted when necessary
  • Is simple to understand
  • Includes quantifiable tasks
  • Is reviewed regularly
  • Holds you and your team accountable

 

Contact us to book a complimentary call

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Kim Poulin, Business Coach
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April 16, 2021
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Kelly Maxwell, Marketing Specialist
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December 10, 2020
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Afsar Shah, Business & Regulatory Coach
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May 12, 2020
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Bob King, Business Coach
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Heather Amlin, Operations & Efficiencies Coach
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June 17, 2019
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Art Schooley, Business Coach
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June 17, 2019
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