Start the New Year with a great Year-End

fetchy 2018
Last week’s big focus was all about prepping FetchFind’s year-end summary. And while I was doing that, I thought about all of you – my fellow entrepreneurs and business owners.

The year end summary/report is an incredible exercise for any entrepreneur. You can do your own and share it with all of your stakeholders: employees, contractors, investors, VIP clients, vendors, and partners.

Here are my sections and a brief overview of what each section includes. Feel free to add your own and/or let me know if you think I’ve missed something!

2017 Overview: Just as it says. Write a few sentences about high-level takeaways, wins and areas of focus in 2017. (If you’d like to see mine, email me and I’ll happily share it with you.)

2017 Highlights: Get a bit more granular by listing your accomplishments, goals met, new business deals, conferences attended, key partnerships, etc.

Team/Roles: Did you add anyone? Let anyone go? Talk about that here.

Vital KPIs (key performance metrics): These will vary from business to business, and if you don’t quite know what yours are, the start of 2018 is a perfect time to establish them. In 2018, FetchFind will be developing some helpful tools around this and other business topics.

Active Sales Pipeline and Customer Acquisition Strategies: What are you doing to grow the business? (i.e. getting new customers!)

Product or Service: Have you added any lines of service or new products to your inventory? Did you have a price adjustment?

Areas for Improvement: This is pretty self-explanatory! However, this section is only meaningful when you are honest. Do you spend too much time on things that yield little return? Are there operational processes that don’t work as they stand now?

2018 Q1 Goals: This is also self-explanatory… but I encourage you to be flexible with goal setting. Our whole team is highly focused on goals for 2018 and I can already see where FetchFind is changing due to thoughtful goal planning. But I am also aware that goals can be both overwhelming and limiting, so it’s a fine balance between setting, keeping, and changing them as needed. (Here’s a good article on that.) Remember that Q1 is only 90 days, so think about what you are setting out to accomplish and make sure you are being reasonable.

Overall Goals for 2018: See above, but multiply x4.

Help Needed and Housekeeping: Use this area to communicate anything about your business that you might need some help or support with, and/or as a place to mention any important updates or administrative items.

So there you have at it. Take the time to reflect on 2017 and set the tone for 2018. Even if you do this exercise and show it to no one, it’s exciting and extraordinarily useful to look at what you wrote for each of these sections one year later.

Best wishes for a happy, healthy, and prosperous New Year!

Jamie Sig Trans - First Only

Plan to make plans – and don’t make small ones

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There was no better feeling than buying a new Trapper Keeper at the beginning of the school year.

It represented a tidy place to document all of those wonderful new experiences just waiting to happen (and, yes, I always put the initials of my secret crush on the inside cover. Don’t judge me.) Now, as an adult, the only thing that comes close to that expansive feeling of infinite possibilities – neatly organized – is buying a planner for the New Year.

There’s a trick to planning your life and work, and here’s the thing – that trick is different for everyone. However much you love the idea of the Bullet Journal, if you aren’t a set-and-subset kind of thinker, it will never work for you. If you function best with reminders inked on post-it notes and the back of your hand, there is no point to buying a half dozen apps and hoping you’ll get around to using them.

Here’s the other thing – the way you plan changes over time. I realized a couple months ago that my old planning systems weren’t working for me anymore, so I unleashed my OCD on the google and ordered the top 10 planners in the marketplace. I didn’t just want to plan the year, I wanted something to help me set and achieve my goals. So I sat with all of these planners arranged around me while I plotted out what I needed and wanted to do next year. Then I chose the keeper.

(The suspense is killing you, isn’t it?)  🙂

I’ve decided to use the 90X goal planner in 2018. The basic premise is that you select five primary goals for the next 90 days and build an entire plan around the five goals you work with every single day. In addition to that, I’ve also put together a template for consistent calendar structure which provides me allocated time for responsibilities across these 6 critical areas of growth: family/health, financial management/funding, sales, marketing, team/admin, and networking/mentoring.

So my first goal is to fill out my goal planner for the next 90 days. I’ll have a few blocks of “down” time this week while I’m traveling, and I’m going to use that time to clear my head, set my goals, and plan on how to make 2018 the best year ever.

What are your favorite planners or planning systems, and why? (I really do want to know – send me an email! I love this stuff.)

Make no small plans,

Jamie Sig Trans - First Only