As we embark on a new year, small business owners are facing a landscape fraught with challenges, both familiar and emerging. From rising costs to technological disruptions, navigating these hurdles requires resilience, adaptability and strategic foresight. The following are their Top Concerns in 2024. Small Business Owners’ Top Concerns in 2024 The Good News The […]

Maintaining the financial fitness of your business is one of the most important elements of operating a successful enterprise. There are few skills as critical to running a business as budgeting. Yet, over half of the executives surveyed in a 2019 McKinsey study report felt dissatisfied with the transparency surrounding their organizations’ budgets. Let’s discuss the importance […]

A Journey of Self-Discovery and Purpose for Your Personal and Professional Life Life, with its myriad of experiences, challenges, moments of joy and disappointments, often leads us to ponder the age-old question: What is the meaning of life? While this query has been explored by philosophers, theologians and thinkers throughout history, the answer is deeply […]

Accomplishments and Lessons for 2024 Annual Planning As the calendar turns and we find ourselves at the start of a new year, it’s not only a time for resolutions and fresh starts but also a moment for reflection. For business owners, this transition to a new year offers a valuable opportunity to pause and evaluate […]

Start Annual Planning for 2024 by Reviewing Your Results in 2023 Before you jump into setting Goals and Strategies for 2024, it’s important to start preparing for Annual Planning by reviewing your results from the previous year’s performance. This initial step can save you time in the long run. Previous Year Review Review your previous […]

I often hear “Why go through all the time and effort to plan because things always change anyway.” Research shows that setting goals, writing them down and reviewing progress…helps improve your probability of success by up to 50%.

There are many planning frameworks in business, so let’s start with a common understanding of Annual Planning. Annual Planning is a dynamic process that consists of the following steps: It’s not a one-time event and document that gets dusty on your office shelf. Let’s use an example with something fun like planning a vacation! Planning […]

Annual Planning for Success is our New Master Class for Developing Your Annual Plan

Are you achieving the results you want from your business? Annual Planning can help you establish goals to get you and your team focused and drive accountability to achieve the results you’re looking for from your business. The Annual Planning process is not complicated and done properly, unleashes a mix of creativity, teamwork and discipline. […]