Planners Gonna Plan

Now is the time of year when we are creating our intentions for a business that is better, stronger, more profitable, and easier to manage.  Here are some to-dos to help move you to that next level of prosperity.

Set out concrete goals for business growth. 

Would 5 more households be perfect, but 10 is too much?  Decide what will be the best balance for your personal and business health.

Create a spending plan including:

• Estimated fixed expenses

• Cushion for surprises

• New technology

• Room for creativity in employee engagement and client acquisition

• Professional education

Choose professional growth goals. 

• Attend a conference 

• Bring an expert in for all office training

• Finish that certification you started eight years ago

• Find a new (but useful!) specialist designation to obtain

Plan to enhance your clients’ experience. 

• Create a better onboarding process 

• More informative and regular communications

• Webinar series

• How about a customer appreciation event or two?

Pick two things to outsource.

• Technology related tasks

• Data entry

• Social media

• Creating and sending marketing content

• Event planning

• Planning employee birthday celebrations

• Sending client birthday cards

• Bookkeeping

Not all these ideas will apply to your business, but take some time to plan for growth, efficiency, and FUN!  It will help start your year off with a bang.