Financially Responsible Marketing

Preparing for the Year Ahead

Posted by on Dec 28, 2011

The week between Christmas and New Years is often an interesting time for most business owners and professionals.  The rampage of the holidays has started to soften, the year is winding to its’ end, and yet the holiday numbers haven’t been reported so year-end financials aren’t quite ready to be addressed and a large portion of the office is still away.  It can often feel like a ‘slow’ week, but the ardors of the new fiscal and year-end responsibilities are imminent.

If you are in the office this week, use your time wisely to prepare for the upcoming fiscal and New Year ahead.

  • Identify your goals for the coming year
    • With each new fiscal comes new opportunity and new potential for growth.  Review your goals from the previous fiscal and identify how close you were to achieving them, or how much you over-achieved in 2011.
    • To identify your goals for 2012 first identify where you would like your portfolio/business/department to be this time next year including measurable deliverables and results.  Identify the milestones required to achieve the over-all vision and attach timelines to each.  By creating short-term, mid-term and long-term goals associated with your ultimate strategy you are better prepared to identify the resources required to achieve your end result and create a business plan to lead to your ultimate success.
  • Take the opportunity to de-clutter
    • Take advantage of your quiet phone and less convoluted in-box and create a fresh working environment for 2012.  Remove un-wanted material from your desktop and shelves.  Edit the contents of your storage space to remove any collateral that no longer reflects your logo or brand correctly or contains dates from previous years.  Ensure your materials are correctly labeled for ease of retrieval and complete a general sweep of your professional environment to make it more streamlined and clutter-free.
  • Organize your calendar, contact  book and files
    • Digital calendars and contact cards tend to contain repetitive information and include errors which are time consuming to identify.  Take a morning or afternoon to critically review the databases you utilize every day.
    • Review your daily/weekly/monthly meeting schedule to identify changes which could make your calendar and those of your staff more efficient.  Combine meetings with the same attendees or align them to be more effectively timed, separate meetings which consistently go over schedule due to increased content or reduce/increase the frequency of meetings accordingly
    • Review your contact list to update information on those who have experienced a recent career move and create an archive for contacts you don’t require on a regular basis but wish to keep in your files.

Are you ready to embrace the challenges of 2012?