Business Planning for 2023 - Part 1

Uncategorized Oct 06, 2022

Welcome to October! As you all know, October is the month I work with my clients to close the year strong by business planning for the coming year. This has proven to produce significant results because we have the time to flush out the plan and implement the new tasks, along with working through the new schedule, long before we start the new year. This not only helps us hit the ground running on January 2nd, but to really put together a strong finish to the current year. This is the first of four segments to help you succeed long before the others even begin!

The first step is the ASSESSMENT STAGE! In order to complete any journey, you need to have in place two things; where you are, and where you are going! So, first we identify where we are! Key questions you need to answer are:

  • How much business have I done this year?
  • Where did those opportunities come from?
  • What was the makeup of that business?
  • Did my monthly/yearly production improve/remain the same/diminish during the year?
  • Are we trending better or worse month to month?
  • Did my actual opportunities meet my expectations?
  • Where there any surprises when we did the math?
  • What worked better and what didn’t perform as anticipated?
  • Did the tools I used perform as desired?
  • Did my team perform as desired?
  • What are the things that need adjustment?
  • What new items would I like to incorporate into my business?
  • Do I need help with this analysis?
  • Do I have an CE requirements I have yet to complete for 2023?

This may create more questions than answers, but questions are good! We always need to question what we do, how we do it, and was the result of having done it worth the effort? Only YOU can answer these questions.

If you need help or if you have questions or comments: [email protected]


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