January 12, 2021

Annual planning: tips how to follow it from Foxly team

1. At the beginning of the year, create a check-in map of your activities. Let it consist of the following points:

๐Ÿ”น Financial goals โ€” before the holidays you have already determined the level of earnings that should be at the end of the year in the company. Now structure this goal - agree on, for example, a monthly or quarterly meeting (the same check-in), where you will analyze how close you are to the goal.
๐Ÿ”น Customers and business โ€” identify the points of your business that you need to work on further, not only to improve the customer experience but also to develop as an enterprise. Ask your customers for feedback, analyze their reviews. And at the general check-ins, brainstorm and introduce novelties that will make your customers even more satisfied with the service.
๐Ÿ”น Business processes โ€” describe them as clearly as possible in accordance with each type of activity in the company, each position, etc. To keep your work organization as structured as possible throughout the year, go back to the business processes described on each check-in to make sure they don't need improvement.

2. Go through each paragraph carefully- set clear tasks, assign roles in the team and do not forget about deadlines ๐Ÿ˜

3. Define the time and amount of check-ins you will have during the year, dedicated to analyzing what you've already done. Hold a team meeting, report and brainstorm - new ideas will not disrupt the plans and can help even more to achieve the goals!