Many business owners are in the mindset of completing their end of year review and getting set up to start strategic planning for the new year. What do you need to review, what are you measuring, what should you be measuring, and how does that translate into new year business goals.
Every year as December comes, it’s 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.
During your review, look at what you are measuring, if there is an area you should be tracking (but you’re not), and use this data to make informed decisions about the future of your business.
Here’s where we will be reviewing here at Keisha Renee LLC:
Financials
Employee Performance and Company Culture
Organizational Design Chart & Roles and Responsibilities
Technology Stack
Communication Processes (both team and client)
Service Development
What about you? What areas of your business will you be reviewing this year’s end?
If you would rather not handle the review process on your own, reach out. As an operations consultant, I handle this process for my clients all the time, and I would love to help you too!
Hey there! Let’s talk about Business Planning. You will hear (or see) me talk about planning – Often! It’s in my wheelhouse and my Zone of Genius. But just as I plan and emphasize to others about planning, I will say just as often: Choosing not to have a plan is still considered a plan. And with lack of planning, choices are often made for you which can be very unsettling and uncomfortable at times. Sometimes, what we thought was a great plan just becomes unmanageable. What do we do?
You, as the business owner and visionary, created your business and it could have been for a variety of reasons. Business has been and is going well. But because you are trying to do everything, YOU ARE OVERWHELMED!
It seems that there is never enough time to do everything.
You wish there was a better, smarter, and faster way to do tasks in your business.
Because you are the visionary, you have BIG ideas for your business. But how do you begin when you are in the weeds of your business everyday?
You want to hire and form a team to help your business. But who should you hire first?
Or perhaps you have help but know you need more. Who should you hire next?
Most importantly, can you afford to hire???
Is your business profitable?
You want to scale but you are tired of trying to figure it out alone.
Do you have a solid business plan, organizational plan, financial plan, operations plan, or succession plan?
You want to move forward but you feel stuck and frustrated.
You went into business to be an entrepreneur, not an employee!
Whew! Those are a lot of thoughts and questions, right? But as a business owner, I am sure some iteration of those questions have crossed your mind.
STOP STRUGGLING and do something about it. Be a better business owner. Be a better leader. Feel better about your business.
If you’re anything like many of us, we all have tried everything. The masterminds, workshops, webinars, summits, coaching, courses, and conferences. And yet, you still feel like something is missing. You just need to figure out what is missing. Especially after hanging on for the last two years during a worldwide pandemic.
There is where I can HELP YOU. You may remember that I have recently announced that I am now licensed in Strategic Mapping Model (™). I have more than 25 years of collective business experience, including leadership & management. I understand the excitement that visionary entrepreneurs feel when thinking of their future. Equally as important, I understand the value of operational foundations and having all the pieces in place to cultivate that growth.
What is Strategic Mapping ™? It’s a proprietary training system that allows us to build a roadmap of where you, as the business owner, want to take your business. We strategize, identify imbalances, and map out the steps to get your business back on track. You leave our sessions with 3 key results:
Clarity
Direction
Plan
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. As a small business owner, you have likely done ALL OF THE THINGS. How’s that working out for you? I bet it’s not very effective. Larger companies have departments consisting of teams and systems. As a small business owner, wouldn’t that feel great? That is what happens in the Strategic Mapping Model (™) where, along with crafting your Mission statement, we develop your 7 strategic objectives. This is what no one else will tell you: figuring out priorities and strategic objectives is the same for every business whether it’s a Fortune 500 company, a small business, an online business, a brick and mortar business, or a non-profit. It’s just a change of mindset and focus.
There are 7 strategic objectives every business needs in order to flourish, grow, and prosper. They fall in these areas: Financial, Product, Operations, Team, Client Experience, Visibility, and Growth. When you work with me, we will strategize so that you gain clarity, prioritize and map out your directions, and develop a plan so that you know how to move forward in the next quarter and throughout the next year. We will align the objectives with your business and, get this, personal goals. A shift in mindset is to be expected. Your deliverables will also include a digitized plan inside Trello, a project management tool. You will leave knowing exactly what to focus on to meet your business goals.
And when we’re done, I won’t ghost you or leave you. Because you may have questions after determining what your strategic objectives are, you will have 30 days of access to me via email and Voxer. If you think you may need more guidance or 1:1 support, the opportunity to work with me and gain further resources will be provided to you as well.
Like other plans in life, we recommend reviewing your business plan annually. Life changes. Technology changes, and if the last two years have taught us anything, the world changes.
I’ll talk more about Mission, Vision, & Values next time but until then, if you would like to have more information or want to talk about it? Click here to Kick it with Keisha!
Are you wondering what is a Strategic Planning session and how can it help? Sometimes called Business Intensives or simply Strategy Sessions, a strategic planning session is the process of reviewing the general overview of your business. This process allows us to identify and prioritize strategic objectives that are necessary to grow your business.
In your business, you as the Business Owner, have to figure out how to manage clients, grow your business, balance the finances, and remain visible. It can all be a little overwhelming. You would like someone with more of a high level insight about what you should do next. You want to decide what’s next and what or who will help reach your goals. But sometimes, those goals require someone else with the skills or expertise you don’t necessarily have.
Inside this session, your strategic objectives would be identified because these are the things that will help you stay on track in business. In a strategic planning session with me, we map out the next 90 days or quarter which helps you focus to become more strategic. You have to find time to work ON your business, not just IN your business.
Are your systems, processes, and procedures set up correctly? Are they even set up? Do you have a team and are you delegating effectively? Are you thinking about hiring or adding to your team? I’m sure you have realized by now that you are not the expert at everything. How financially steady is the business? This one is a biggie! Many are making money but are not managing the money well.
A Strategic Plan will help identify the areas that are keeping you stuck and then create a plan to move your business forward over the next 90 days. Let’s strategize, create a plan, and establish goals in which you will own the deliverable for implementation.
