Early in the year is
Ways to refocus your business goals this year
- First, start by looking at the big picture and revisiting your processes. It’s important to know where to start and review the procedures you already have in place will help you see the areas you want to improve. Understanding where you started the year will open you up to the opportunities to expand and move forward this year.
- Are there areas in your business’ processes that need to be changed? Replacing or stop using them is OK. As a business grows and evolves, you may not need to do particular tasks any longer. For example, I used to have a checklist of things to do when I got a new client. After a while, I memorized the checklist and didn’t need it any longer. Remember change is good. If we do not make changes, nothing will transform into something even better.
- What will you do to change issues that did not work last year? Break down the system to pinpoint the right area to adjust. The entire process doesn’t necessarily need a total overhaul. Writing down each step on a piece of paper gives you an opportunity to step back and view the process as a whole.
- Schedule time for yourself to reflect on your business’ finances and how money comes in and goes out. Doing this once a week keeps you on track. Then, sitting down and reflecting once a quarter by viewing the entire business as a whole is usually enough depending on how much activity you do in the accounts. Walk through what you have accomplished that quarter and make sure you are getting closer to your vision. Don’t forget to write down on paper if anything needs revisiting for next quarter.
- Ask the “should” questions. Should I do this….? Should I do that? We get approached with different ideas and
opportunites. This is the time to determine if the shoulds outweigh the risks involved in the change.
- What are the biggest projects you would like to get done before the end of the year? Pick one or two projects to complete this year. We tend to do busy work and forget about the big picture work. Determine what you want to change, and establish step by step simple tasks that will get you closer to completing these projects. Remember taking the time to do it a little bit each week is better than forcing yourself to get it done all at one time.
- Determine the “why” in your goals? Deciding on the why will help you through those hard times. We tend to forget why we do what we do. So spending the time to determine the reason for your goal will make the goal more process and less of a wish.
It’s OK if you don’t need to answer all the questions or actions that come up so allow yourself some wiggle room to say, “this can be pushed to next month, quarter, or year.”
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