136 | How I do my annual strategy planning with Katie Hunt
Hey friends, I have been getting a lot of requests from people curious how I map out my annual plan for the business, and how I work my family schedule into that. I’m going to be honest, balancing a busy family schedule and a very busy business schedule can be hard. There's a number of things that I need to consider and weigh in on when I'm making decisions in my business. And that really ties into how I plan my year because I don't want to overload myself with too many things, only to do all of them less than stellar. I want to do my best at everything.
In this episode, I get granular about how I do my big picture, strategic planning each year for my business so that I'm not overloading myself, my team or my family. I talk about what reports I look at, how I analyze what's working and what's not working to decide which programs, products and services we'll offer the following year.
KEY TAKE AWAYS:
Reports I pull:
2019 YTD Profit & Loss statement
2018 Profit & Loss for the year over year comparison
2019 Marketing calendar so I can see where income coordinated with program sales
Things I look at for each revenue stream (including any sub-categories):
Profitability
Time spent
Excitement / Passion Level
Impact
Tools I use:
Quickbooks online
Downloadable Calendar from MaylemMade on Etsy
Quick links to thinks I talked about:
Connect with Katie Hunt
Katie Hunt is a business strategist, podcaster, mentor and mama to four. She helps product based businesses build profitable, sustainable companies through her conferences, courses and coaching programs.
Website: prooftoproduct.com | Instagram: @prooftoproduct
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