As your mind clears from wrapping up the year, take advantage of the space to create a simple plan in 3 sections. We suggest covering financial, internal and external goals. Now let’s look a bit closer at each.
In this section, write some short dot points setting out your financial goals. For example what are your main Financial goals for 2022 (remember, keep it simple, no complex calculations here! This is the big picture.) What are the broad brushstrokes of your budget for the coming year and what would you like your business to look like this time next year?
This is where you reflect on your team and what worked well and where there is room for improvement. Just a few short points before the year gets started makes such a positive impact on individual and team performance. Here are some prompts to get you thinking:
This section is about how the world sees your business, what you’re offering and your clients. Here you will take a good look into how your portfolio is looking and how you might expand it. You can further deepen your understanding of what your current and future clients are facing and what they may require support with in the year ahead.
The key to this exercise is to keep it simple. Too often we see complex business plans full of great thinking that get lost in complex actions. We want to see your strengths directly translate into excellent results, and that all starts with clear direction and concrete actions. And this one-pager can be what ensures that this time next year you will be celebrating what you set out to achieve.