end of year business tipes
Articles / News / vLog Nov 12
By Carrie Gillaspie 0 Comments

The best way to grow your business in 2022 is to have a clear view of what 2021 looked like. Once you know where you came from you can look critically at where you’re going and put strategies into place to get there. A good end of the year review of your business allows you to look critically at highs and lows of the year, and start the new year off with renewed fire for accomplishing your goals and moving forward. They Key2Success Planner can help!

What were your achievements?

Start with the good stuff! When you think back on the past year what is the first thing that comes to mind that makes you proud? Did you crush sales goals? Did you build a amazing community via your social pages? Did you add a new service/product to your business? If you were asked to brag about your business, what would you brag about?

What were your challenges or shortcomings?

What goals did you set that you came up short on? What was the hardest part of running your business this year? Where there challenges that surprised you? When you faced those challenges were you able to handle them effectively and move past them? These questions can be hard to answer, but it’s important you’re honest and critical about them.

In the Key2Success Professional Builder there’s a set space where you can list out the “boulders” or challenges you may be facing in your business. Getting these down on paper and taking a good look at them, is the first step to finding a way to work around them.

What does the data look like?

Numbers don’t lie. There is so much value in taking stock of your data for the year. Pull up data in all the categories you can – website traffic, conversions, subscriber list, client growth, reviews, social media numbers. Compare it to your data for the end of the year from last year. There may be some hard truths in these numbers, but as I said, they don’t lie. If your social numbers are climbing, but your site traffic and conversions are down that means there’s a disconnect in getting people from your social pages to being paying customers. This is something you may not have noticed as an issue without taking a good look at the numbers.

If you’re using the Key2Success Professional Builder check in on your key vitals. These are the measurement of process and accountability.

Where is company culture/morale at?

From the ultimate tangible thing, to something less tangible but equally as important. Do your employees get along with each other? Are they respectful to you as a boss? Are you respectful to them as their leader? Are your employees excited about your company mission/service? Is open discussion/conversation/problem solving encouraged?

I recommend having individual end of the year performance reviews with employees if you can. Sit down one on one with them. Ask them about their goals as a part of the business. Do they want more responsibility in one area? Do they want to stretch into a new area? Showing your employees you value them and the trajectory of their careers is the best way to nurture a good company morale.

Your key values portion of the Key2Success Professional Builder are there to remind you and your staff of the core values behind your business. This keeps your “why” at the front of your mind at all times.

Where can we trim the fat? Where can we expand?

Are there business services you’re paying for that you don’t need? Are there strategies you implemented/tried that didn’t have the payback you expected? Where do you think you could increase your capacity with the addition of new employees, software, or services? This question is about looking at your efficiency as a business.

Where do we want to be at this time next year?

The grand finale of questions! When you sit down to do your end of the year review next year what do you want to be able to say? The Key2Success Professional Builder has space for your 1, 2, 3, and even 10 year goals and visions. Play around in these sections. Make sure there’s continuity. Set realistic goals and break them down into quarterly, monthly, weekly, and daily action items to achieve them.

Plan Your Way to Success

Once you have a solid understanding of where you ended the year you can begin to pave the way for the future.  The Key2Success Planner gives you the structure and blueprint to achieve your biggest professional and personal goals.

Use the Vision Board to take stock of your biggest goals for the year. Begin to plan monthly outlooks and trends.

Use the Annual Keys section to brainstorm and declare your goals and motivation

Use the Quarterly Review to adjust your focus, motivation, and timelines.

Use the Ideal Week section to keep routines and schedules in check. 

If you’re interested in starting you planning journey, the 2022 Digital Planner includes:

  • Key Page for easy navigation

  • Annual Keys page

  • Quarterly Keys pages

  • Ideal Week pages

  • Weekly Plan pages

  • 2022-2024 Professional Builder

  • Meeting Pages

  • Monthly View

  • Budget

  • Expense Tracker

  • Goals pages

  • Project pages

  • Notes pages (with improved navigation)

  • & more!

Professional Digital Planner – iPad, Surface Pro and more!

The Key2Success Planner, is a professional planning system that focuses on your own goal achievement, while providing you the daily, weekly and monthly management that is required for those who are thriving in their professional life. The focus of the planner goes beyond just career development with establishing 4 key development area, self, community, relationship and career. This digital planner will be the one that will move you forward each week.

OneNote, GoodNotes, Notability, Noteshelf, Xodo and PDF Annotation Apps

The Key2Success Planner is available as a digital planner for several leading annotation apps. With a universal application, it has allowed for many people to connect with the digital planner on Windows, Apple and Android devices. Now you can find success through digital planning on the Apple iPad, Microsoft Surface Pro, Samsung Tab, reMarkable and many more.

CUSTOMER REVIEWS

First digital planner I have ever used. Absolutely love it. I really like that it syncs all my devices. Great for work. I put notes and things I need for travel. Just a great planner
NancyVerified Purchase
The trial provided a great look at the product before purchase. I played with the trial for a day and not only purchased the business planner, but also bought the 2021 business planner as well. Branden provides the best. Customer service around a very important reason for my continued business with with his products.
SteveVerified Purchase
I came from a Franklin Covey planner. This is everything I have been looking for to replace it with a digital version. I have tried numerous other ways to replicate the process and I can’t recommend it enough.
Griff R
Griff RVerified Purchase
As is common with great companies but uncommon to most companies today, Branden is committed to continuously improving and growing his products through knowledge growth and customer feedback. Branden and his team are very responsive and seem to take a personal, individualized approach to customer service.
Dr. Kristen S.Verified Purchase
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2022 Key2Success Digital Planners

Personal

2022 Digital Planner
$35
$ 29

  • Vision Board
  • Daily Pages
  • Weekly Review
  • Quarterly Review
  • Notes/Journal
  • List Item
  • Ideal Week
  • Installation Support

Learn More

Personal Pro

2022 Digital Planner
$49
$ 44

  • Vision Board
  • Daily Pages
  • Weekly Review
  • Quarterly Review
  • Notes/Journal
  • List Item
  • Ideal Week
  • Meeting Pages
  • Project Pages
  • Budget Planner
  • Habit Tracker
  • Professional Builder
  • Installation Support

Learn More
Popular

Business

2022 Digital Planner
$94
$ 88

  • Vision Board
  • Daily Pages
  • Weekly Review
  • Quarterly Review
  • Notes/Journal
  • List Item
  • Ideal Week
  • Meeting Pages
  • Project Pages
  • Budget Planner
  • Habit Tracker
  • Professional Builder
  • Installation Support

Learn More

Executive

2022 Digital Planner
$149
$ 139

  • Vision Board
  • Daily Pages
  • Weekly Review
  • Quarterly Review
  • Notes/Journal
  • List Item
  • Ideal Week
  • Meeting Pages
  • Project Pages
  • Budget Planner
  • Habit Tracker
  • Professional Builder
  • Communication Planner
  • CRM Toolkit
  • Installation Support
  • 30-min Jump Start Session

Learn More

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