Posted on by Leslie

Urgency and planning

Seth Godin has a great post on this today.

So…do you have a plan? If not, schedule some time NOW to make a plan to make your goals achievable.

One Reply to “Urgency and planning”

  1. Here’s how I handle planning and measurement in my design/photo studio:

    Business Planning, Promotion, and Tracking Tools

    1. Previous year’s annual report (in 5 “best moves/worst moves of the year” format)
    2. Current year’s budget with assumptions
    3. Current year’s promotion plan with goals
    4. Business-Building Tools Tracker to monitor promo plan progress. This is an Excel spreadsheet that I created. Each business week gets its own Tracker worksheet.

    Monthly Business Checkup

    1. YTD P/L vs. budget
    2. YTD P/L vs. previous year
    3. Check registers (for expenditure scrutiny and cash flow)
    4. Checking the bank/credit union balances (for adequate funds)
    5. Forecasting the next month’s anticipated income and sources
    6. Forecasting the next month’s anticipated expenditures

    Hope this helps!

Comments are closed.