Your 2022 End of the Year Checklist
As the year wraps up, it's time to make your end-of-the-year checklist! This checklist will review the previous year's goals and tasks and prepare your business for the coming year. Here are some things to keep in mind when making your checklist.
1. Review Your Analytics
Before thinking about your next year’s goals, review what your business achieved this year! A good plan consists of improving on your previous achievements. Did you achieve your goals? Where did you fall short? Where did you earn more than expected?
Reviewing your analytics will help ensure you are on track for the year and give you an idea of next year's aim. The end of the year is near; check in with your current goals and make adjustments to do your best to end the year strong. Make realistic goals for next year based on what you learned from this data. Although these goals should be achievable, these goals should be a motivator to expand on previous plans.
2. Update/Refresh Information
A lot of information can change throughout the year; it's a good time to check to see if all your data and files are up to date. Review files with old and new clients to see if they have the correct information before the year starts. Clean out old files no longer needed, and prepare new files for further information to be added. Keeping up with maintenance is not only crucial for organization and workflow, but it also helps eliminate errors in the future. In addition to updating the information of external business, make sure you take care of internal business operations.
3. Create New Goals
Use the information you collect on the current year to make new goals that improve your achievements. In areas where you fell short, think of ways to fill those gaps. Did your team find the need for a few extra hands in the past year? That may mean your business should consider hiring a new employee. For areas you did better than expected, how can you make goals that expand on this growth? When creating new plans for the next 12 months, consider all parts of the business, not just revenue.
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