End of year stock take

There are plenty of sources which are busy providing end of year advice and check lists for things you need to do over the next few weeks in preparation for the new year. I have one much simpler piece of advice.

Relax enjoy the year end.

What? shock horror, did he say that?

Yes I did, now is a time to concentrate on family, customers, and staff. Now is a time to end the year on a good note. It is not the time to try and plan strategic goals and sales targets for next year. That should have been done last month, or better yet in the new year when those plans are a reality. If you try to do it now,  you are increasing your work load and will not truly be concentrating. You will make plans which have detail missing. Now is a good time to gather the reports you will need in January. You will make plans and then go off to enjoy Christmas, when you come back the plans will have faded and not seem quit so vital. This means that when you start the new year you will fall back into the pattern of dealing with the immediacy of the moment. Not actually working to your plan.

So wrap up what need to be done, spend time talking to clients and customers. Spend time with your staff. But most importantly take a break and spend time with friends and family.

You will find your self refreshed and full of ideas for new opportunities. Now is the time to sit down with you people and do some serious planning. Planning which will kick off the spirit of the year, planning which will be much more effective because you are concentrating on it. Set your goal of where you want to be next Christmas. Stick it up where every one can see it and create the plan to remind people and your self of the priorities. Plan in ways to avoid getting pulled into ruts and directions which don’t fit the plan. Review in an honest manner what were the good and bad points of the past year. What worked, what did not.

Break the planning into sessions over a day.

First: review, general discussion,

Second: lay down the outcomes for the planning, lead the discussion,

Third: make the plan,

Fourth, review, tidy and put it on the wall.

For the rest of the year, spend time once a week to review the plan and make sure you are keeping to it. But don’t be scared to change it if the situation needs it. But do be sure to understand and explain why you are making the change. Be sure it is a strategic change and not just a side alley.

So now that we have that all figured out,

Merry Christmas to all.

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