Many people have big dreams which never become a reality. They live on Someday Island. They say “Someday I'll write that book. Someday I'll work less. Someday I'll spend more time with my family and take that well-needed vacation”. Well, this is the year to reach your goals, grow your business, and start to enjoy your life!
The key to achieving massive results is to first plan and then to write down the steps needed to achieve your goals. I have had some phenomenal results over the last few years as a result of implementing yearly planning. Yearly planning has literally changed the way that my team and I think, and has significantly impacted the success of my practice.
As a result of yearly planning, in 2015 we quadrupled new patient numbers, doubled revenue, and were able to deliver more “Wow” services to our patients.
Here are the exact steps that I used to create my Yearly, Quarterly, and Weekly action plan.
- Look back on your current year. What goals did you achieve? What difference did it make to your business?
- What didn't you achieve that you intended to?
- Create an overall theme for the upcoming year. For 2015, my theme was growth.
- Choose 3 main goals for the year: I chose to focus on Systems, Brand Development, and Profit goals.
- Conduct a brainstorming session with your team to create a list of systems which need to be implemented.
- List creative ways that you can build your brand and be more profitable.
- Once you have your master list, decide which 15 goals you will work on for the first quarter.
- Break these goals down into months and weeks. Once they are broken down into weeks, assign the team member who will be responsible for implementing each task.
Here is an example of a weekly planning sheet. Make sure to download your Free template.
What has been most amazing is that because we do planning and break tasks down into weeks we know 3 months ahead of time what we are doing each week to grow the business. The most interesting thing is that it is not me as the business owner doing these things. These weekly tasks are being done by my team and who are held accountable by the office manager. I simply oversee designing the plan, and watch the magic happen.
Your leadership as the business owner to inspire your team as well as to give them the tools to succeed are the keys to having a more productive and accountable team. Remember the business cycle. The business owner inspires the team who wow's the customers who support and grow the business which supports the owner and the team.