Strategic Planning

7 Areas You Should Include In Your End Of Year Reviews

What is an end of year review?

In last week’s post, the end of year review is the time for business owners to take a critical look at different areas of their company to see if they met the goals they set for themselves at the beginning of the year. 

In order to accurately assess this, you have to take a look at the KPIs and metrics you were measuring against to see if you hit the target mark.

KPIs/Metrics

Key Performance Indicators – Every part of your business can and should be tracked through KPIs, and there are multiple ways you can measure your success within these KPIs.

Organizational Chart Review

As you review the different areas of your business this year’s end, do you have the right people in the right roles, with the correct responsibilities?

Employee Performance Review and Feedback

The performance review will give you and your management team the opportunity to identify your employees’ strengths and weaknesses, communicate expectations with the team, review their time spent on certain activities, identify top performers, and increase motivation and engagement. 

Client Evaluations

Feedback from clients is one of the most valuable tools you can use to help improve your business. It can help you identify areas that need work, show you where you can make changes, and provide valuable insights that you can use to improve your business.

Financial Review

Knowing your numbers is an empowering, necessary action that will provide you with information to move forward in your business. When you know your numbers, you can make decisions about operations, payroll, marketing, sales, and more.

Retention Review

Have you considered your retention rates within your business? As you review your end of the year records, take a look at your employee retention rate as well as your client retention rate.

Time Review

It can be helpful to look back at how you’ve spent your time in their business this year and ask yourself where you can optimize your time in the future.

Take Time To Reflect on Successes and Growth

The most important part of goal setting is reflection, but it’s something that can be easily forgotten. While it’s motivating to determine business objectives and empowering to create an action plan to reach them, you won’t see any growth or progress if you don’t reflect on your journey.

Without reflection, you won’t be able to learn from your mistakes or celebrate your successes.

We love hearing from our clients about their past year and what they hope to achieve in the new one! If you would like to start strategizing for 2023 with us, reach out today. We would be more than happy to help you achieve your business goals. Start HERE.

 Strategic Mapping Model™

Happy May Day! It’s been a minute since I’ve been here! Welcome back and thank you for your patience.

Hey, I’m Keisha! Planning, processes, and analyzing are my Zone of Genius. I help clients organize, integrate, leverage their time, and scale their business through strategy, systems, project management, team structure, and financial analysis which allows them to focus on their Zone of Genius to pursue the lifestyle they’ve always dreamed of.

As a visionary business owner, you may find yourself lacking the time, foundational systems, and management skills that are required to scale and move your business forward making you feel stuck and frustrated.

  • Do you have new ideas but unsure of where to begin?
  • Are you overwhelmed managing the backend of your business daily?
  • How is your financial management?
  • Are you struggling with team management?
  • Do you have systems and processes in place?
  • What does client management look like to you?
  • Are you ready to scale but tired of figuring it out alone?

I am your solution! What if I can offer you a roadmap with goals, detailed strategy, and a breakdown of projects for your business? How does that sound to you?

I am licensed in Strategic Mapping ™ focusing on strategic objectives and project management. Bringing more than 25 years of collective business experience with me, including business management, I understand the excitement that visionary business owners feel when planning their future. Equally as important, I understand the value of operational foundations and having all the pieces in place to cultivate that growth. Do you know how CEOs scale successfully? They become more strategic, then delegate, and automate. As a business owner, you know that successful organizations do not become so without team, support, or structure. 

Through this VIP event, I will lead you through key strategic objectives of the licensed Strategic Mapping Model (™) from the Director of Operations certification. You will gain clarity, direction, and a plan.

I am opening 7 spots only for Strategic Mapping ™ for the month of May. I am already seeing so much success from this event with my clients. Once these spots are filled, prices will increase. I am very confident that this process will be a game changer for your business!

Want more information or want to talk about it? Click here to Kick it with Keisha!

3 Ways to Boost Your Business NOW

Getting the Operations side of business together requires putting systems and workflows in place. For most businesses, you need different systems. Here are 3 ways to boost your business which will help to improve the backend of your business quickly.

Wow, it’s February already! Remember when the New Year came in and you made a goal to get the backend of your business together? The Operations side of business. Remember that?

So, let’s discuss this. You want to get your operations in shape. But what does that mean? And more importantly, where do you start? It starts with systems! Planning is innate to me and I’m a quick analyzer, so you’ve seen me talking about it often. Systems and workflows work for every type of business. But for those visionary-type business owners, this can be a struggle. Right? Moving your business forward requires change. And the best way to implement change is through small yet actionable steps.

For most businesses, you need different systems. Here are 3 ways to boost your business which will help to improve the backend of your business quickly.

Disclosure: Some of the links below contain affiliate links. If you click on any of the links and subscribe or purchase the item, I will receive a commission at no additional cost to you.

1. DOCUMENT PROCESSES

Documenting your processes will be the single most effective thing you can do to boost your business. It allows you to move forward into your CEO role, create workflows, standardize procedures, alleviate gaps, hire & outsource the work, and SCALE YOUR BUSINESS.

Think of a set of repeatable tasks and procedures that you do but no longer want to do because your time would be more valuable doing something else. Begin right there!  This is the work you will ultimately outsource. Write down every step of the process. Better yet, create a video of the process (Loom is a great tool for this). Share and gather feedback. Incorporate the feedback received by tweaking the documentation, implement corrections and streamline the processes. You now have a Standard Operating Procedure which enables you to hand off to a team allowing you to SCALE your business.

2. AUTOMATE

Thanks to technology, automation has become much easier and endless. Even if you start small, most business owners are thankful for automating appointment scheduling and invoicing. There are tools that can be integrated like Quickbooks and Calendly but then there are all-in-one tools like Dubsado and Honeybook which can make your processes run smoothly.

Automated scheduling saves everyone time. It’s no longer necessary to email or text back and forth about what time is best. For example, on my Google calendar, I set my availability, link the calendar to my Calendly scheduling software, and send out links to anyone who I would like to schedule time with. You can even create different types of events which will link back to your available time on your calendar.

Now what if your invoices went out on the right day – every month – automatically? Using Dubsado, Honeybook, or Quickbooks to create recurring invoices are all great options. This feature is a gamechanger! Just be sure to create personalized emails to go with each invoice along with any instructions you wish the client to see.

3. CREATE A DASHBOARD

What’s a dashboard? Imagine you’re the pilot of an aircraft with multiple instruments that holds information to the different areas you must focus on moving the plane forward and landing correctly. Now imagine all of the most important information on one screen so that you can put your finger on the pulse of the area that needs attention at any given moment. That’s what a dashboard is. The dashboard is the main tool where you view all the business’ key performance indicators (KPI) which are the numbers that matter most for your business. Tracking can include revenue, accounts receivables, accounts payables, sales, lead-to-client conversion calls, or email open rates.

Decide which KPIs are important for your business and start with something as simple as an Excel spreadsheet. If you have team members who are responsible for monitoring tasks like emails, customer service, or accounting, assign them to update the dashboard monthly.

Having a dashboard automatically makes you become more aware, more efficient, and more selective about where you (and the business) are spending time and money and how you work with clients – because, after all, numbers don’t lie.

Systems can save you time and money. Getting them in place can feel overwhelming. Be intentional and take actionable steps to get the operations side of your business together. Small steps will do.

If you are ready to go deep and get down to business about cleaning up the backend of your business, a strategic planning session with me may be a good fit for you. Remember your goals. It’s already the second month of 2022 and time is not waiting. Start here to book your Discovery Call.

3 Systems Every Business Needs

A system is a process which focuses on specific issues in your organization. By applying systems to your business, you will save time and money by not repeating the tasks over and having everything automated.

There is one issue every business owner and entrepreneur faces – we all have so much to do and not enough time to do it! This leaves very little time to spend on things that really matter like revenue-generating activities and scaling your business to its next level.

However, there is something that all business owners can do to help alleviate this issue. Implement business systems.

What are business systems?

A system is a process which focuses on specific issues in your organization. The system is normally automated, but the essential part is that a system makes the process much simpler. Systems improve productivity! Systems save the business owner time and money by automating repeated steps of the processes in your business. Typical examples of tasks that can be systemized include social media posting, email marketing, client onboarding, client offboarding, time-tracking, or invoicing.

Beginning with a systems approach means not having to waste time on smaller activities that consume your time in your business. Having solid systems in place, your processes move more fluidly and like clockwork. As the business owner and CEO, you will be able to redirect your attention to the more important activities that are likely to add so much more value.

 The idea of implementing systems can be overwhelming. And as explained above, this is your Why. But for the other 4 W’s, I’ve seen and heard many business owners who were not sure Who to turn to for help, What systems were needed, When to begin, and hoW to optimize them.

Here are 3 very important systems every business owner needs and should have. They can be quickly and easily implemented into your business. The Return On Investment will be greatly manifested!

Client Onboarding

You know what they say about first impressions. Having a Client Onboarding system will impress your clients and cement how your clients view you and your services. Automate and personalize your onboarding process with your brand. Typical areas to automate are your online scheduler, email templates, proposals and contracts to name a few. Once you have created these systems, you can map out an entire workflow that will move your clients through the Client Onboarding system.

Example: Client receives your proposal which links to a contract and invoice once accepted. After the invoice is paid, the client receives a link to your Scheduler to schedule the onboarding call. After the onboarding call, the client receives a Welcome email containing important information regarding your organization.

This process can be refined and tweaked as much as you like and even more as your business scales

The Dubsado platform is a great tool for creating a Client Onboarding system. The system will be pretty much plug-n-play. Click HERE to use my affiliate code to receive 20% off.

Client Management

Client management systems are also important to your business. Having one in place helps to improve service to clients and keeps you organized while doing so. Creating master files, templates, and guidelines saves time, and improves efficiency and accessibility. Creating master data forms which house your clients data will help to stay on top of the client’s important information. Using tools as simple as this affiliate link for Google Workspace (enter this code 963FD7RG9JM36RL for 20% off the first year)  can be very effective and cost-efficient or you can reach higher with more robust systems such as Keap. As your business grows and scales, having this process systemized will provide long-term efficiency.

Project Management

Having a team means delegating and monitoring tasks. The most effective business system that is a must is the project management system. Using a PM tool like ClickUp, Trello, or Asana will absolutely allow you to take your business to the next level and scale. You and your team will remain organized on all current tasks while previous tasks can be documented for reference. The PM tool also helps to stay organized and create timelines to manage client expectations on projects. Clients will feel like they are getting a customized experience that impresses them.

PM tools typically have the ability to integrate with MANY other tools to make your work easier and smarter. And when working with team members, the PM tool is great for matching the person to the process which keeps everything running smoothly.

Summary

By applying systems to your business, you will save time and money by not repeating the tasks over and having everything automated. Your time can be invested in other areas of your business that can bring greater value. Even better, clients are happy and feel appreciated because consistent service is being delivered.

Start with these 3 systems as outlined then move to other areas of your business to automate. Have questions? If you’re not sure where to start, why not start with a Strategic Planning session with me where we spend up to 2 hours with each other assessing your business systems and creating a plan for you to implement. Start here and let’s have a coffee chat. You will leave our session with so much more clarity. Book your spot now and receive 22% off any package (use code PCM). Offer expires 1/31/2022. Let’s go!