04 : New Year Planning (Part 2 - Business)

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This is Part 2 of this reflection and planning series.

Check out THE BLOG POST for this episode!

@THESALESGIRLSOFFICIAL get credit for Part 1 (SWOT Analysis) of this podcast!

There are 2 parts to today’s episode, and there are takeaways in here for everyone listening, regardless of whether you run your own business or not.

Part 1 is focused more on the operational side of things, and part 2 is focused on the financial side of things.

Part 1: Operational Focus - 5 Step Process

Step 1: SWOT Analysis

Step 2: Brain Dump Your SWOT

Step 3: List Your Accomplishments

Step 4: Create a 3-Year Picture

Step 5: Create a 1-Year Plan (based on that 3-year picture)

Part 2: Business Financials Focus - 5 Step Process

Step 1: Review the Previous Year

Step 2: Create Spreadsheet for New Year Financials

Step 3: Project New Year Based on Highs / Lows from Previous Year

Step 4: Plan Out When to Launch Offers

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