Effective Planning: 5 Sure-Fire Strategies + Tools

It’s that time of year again. You know, when you have to start making plans for your business for next year + all the goals you want to accomplish.

There are lots of questions around planning. What are your business goals for 2016? How will you reach them? What pieces + parts need improvement? What resources do I need to help with those improvements? How am I going to make more money in 2016? Are there products + services I can develop to make that money? How do I market them? How do I get more people to see my stuff? On + on + on...

AAAHHH! So overwhelming!

Yeah, we go through it too. But it seems so tedious + hard {image me slumping my shoulders and throwing a hissy-fit}. Every year I make all these plans and come January 15th all of it blows away in the wind like Christmas glitter {that shit is everywhere}. It seems this is a common problem because recently I’ve seen lots of articles + posts from business owners like you + me talking about how hard it is to keep up with the plans made + how others keep to their planning. It runs the spectrum from, ‘here’s how I plan and it works every year!’ to, ‘fuck this, I’m not planning anything this year because it never turns out + you shouldn’t either.’

I’d like to say I’m somewhere in between. I think making plans + goals is a good thing, but I’m very realistic to say by February 1st some of those are a distant memory.

But how do we effectively plan so we actually accomplish them {I’m way into action lately}? But that seems to be the biggest dilemma for me personally + my other fellow small business owners. I get so caught up in making our clients happy, that at the end of the day, I forget to work on my business and keeping to the game plan. Sometimes there is just not enough hours in the day for client work and working on your business. So this year we are trying a couple new strategies that we want to share with you too.

  • Prioritize Your Goals: Really getting clear on what’s most important professionally and personally. Include some personal goals that you want to accomplish this year. For me this year, my numbero uno goal is to go on a vacation where my butt sits in water in warm sunshine + the only thing I have to do is drink my strawberry daiquiri before it gets warm + read a juicy, sexy romance novel. Boom!
  • Software Tools: We use Evernote to keep plans updated with progress + strategies. It helps us to organize projects + ideas. And we are going to consider a new social media tool this coming year like Edgar. You don't have to use Evernote or Edgar, but find + start using tools that help you + your team keep to all your big plans.
  • Create Processes + Checklists: Getting hyper-organized will help with sticking to all those great plans + big ideas. It will give you direction to create an action plan so you can determine who needs to do what to move projects forward.
  • Make it Public: Communicate goals to employees + team members to make sure everyone understands the plans for the new year, what their role is and their personal goals to help achieve the overall company goals + plans.
  • Regular Strategic Planning Meetings: To regroup + jump back on YOUR company's bandwagon. This gives you the opportunity to see where you are with the plans you set + refocus if you need too or re-adjust timelines. {We suggest monthly meetings to stay on top of the program. Make it Champagne Thursday Workshop style!}

I’m excited for our 2016 plans for new programs + working with our freakishly amazing clients. I’m so excited to hear all about your plans + maybe {fingers crossed} how we can help. What are some of your favorite end of year planning strategies + tools? Let’s get a full blown list going!