About Me
- Waltmorey
- Pinellas Park, Florida, United States
- I founded Core Business Solutions with the goal of helping business owners improve operating results, add value, and recapture the energy and passion that was present when the business was new. We also have the expertise to assist start-up companies create the foundational structure needed to provide the best opportunity for the business to grow and prosper in uncertain economic times. Our goal is to help the business entrepreneur/owner, through mentoring and coaching, develop or enhance managerial skills while providing that independent and objective advice and expertise usually provided by a board of directors.
Thursday, December 18, 2014
Getting Your Business Ready for 2015
12:52 PM | 
Posted by
Waltmorey
The last quarter of each calendar year is filled with so many holidays, family activities, and parties that you probably wonder, “How do I find the time to plan?” or “How can I plan when I don’t know what my business results are for this year?”
Here’s a suggestion: Plan a 4-hour
business retreat!
Schedule
this retreat away from your normal work schedule
so you can think and plan without distraction. By
late 3rd or
early 4th quarter,
you should know how
your business is shaping up for the year, what goals you
should set, and the steps required to reach them.
Ask yourself: If money were no object, what
kind of business do I truly want? Include personal as well as business
goals. It’s the starting point of your New Year Business
Vision.
Write your three-year vision. It doesn’t have to be carved
in stone. You may revisit and revise it as your plans
change over time, but it should give you an idea of where
you’re headed.
Create measureable goals for the first 90 days of the
coming year. Your first quarter sets the tone for your
entire
year, so you want to start it off right!
Make a list of categories that are important to you. They can include Family, Business, Monetary, Fitness, Social, Intellectual, Spiritual, etc. Then, set 3 goals for each category that you can reach easily in 90 days.
Plan your large business expenses for the coming year. These could be workshops you plan to attend, events that you want to sponsor, a Customer Appreciation event, office equipment, software, etc.
Map your year on a calendar. Include review dates for your quarterly goals, marketing goals, travel, vacations, profit generation, etc.
Be patient. A business planning retreat can be very empowering. During my annual trips to visit family in New England, I set aside 4 hours in a quiet place for my own retreat. If you’re like me, you’ll find this mini retreat will recharge you and build confidence in your business and yourself as you move into the New Year.
If you’d like specific tips on how to plan for the coming year, contact me by phone at 727-647-8242 or via email
at waltmorey@corebizsolution.com and I’ll help you develop an outline to keep you focused.
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