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BELAY’s Year-End Review Form

A simple template with key questions to ask and areas of the business to consider as you reflect on the year.

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About This Episode

In this episode, we’re going to help you learn how to conduct a year-end review that focuses not just on financial performance but team performance and organizational culture. Experience doesn’t make you wiser. Evaluated experience makes you wiser. We’ll walk you through a few things you can do on your own or with your team to wrap up and review the year. Our goal with this episode is to help you maximize what you learn from this year, remind you of all that you accomplished, and give you something to go back and celebrate with your team.

1. To grow as a business, you have to begin putting metrics in place to measure your success.

Start by having really clear goals and a vision for each year. It’s not just about making X amount of profit, but how are you going about making that profit? How do you plan to go from where you are to becoming even better – the best in your industry or community? How many new clients do you want this year? This is about taking your vision and putting a plan on paper to get there, making sure you continue to review and measure along the way. If you don’t do that, how do you know if you’re making progress or faltering?

2.You have to fail to know what works.

Don’t be afraid to mess up! Spend time each year looking back on what went wrong and what you might need to stop doing. These are the things that provided little to no ROI and maybe sounded great on paper but just didn’t pan out. Kill the sacred cows when needed and don’t continue doing the same thing if it isn’t working, even if “you’ve always done it that way.” The key here is to be honest with yourself, your team, and each other in assessing all the different elements of your company, like products, processes, etc.

3. Be transparent and willing to share the good, the bad, and the ugly with your whole team.

At BELAY’s weekly staff meeting every Monday, Tricia shares different metrics and gives a quick 10-minute “State of BELAY” presentation. Treat your team like adults. You’ll gain their respect and you’ll never catch them off guard when there’s a big announcement or something changes. Give revenue updates, hiring news, contractor pool updates, and information about where there might be gaps. This is also a great time to share positive news and “rally the troops!” Do all this so, when you get to the end of the year, everyone will pretty much already know whether it’s been a good year or not. There will be no surprises.

Win a Free Book!

Each week for the rest of the year, Tricia and LZ will be going back and forth giving away a copy of one of their favorite books. 2020 was quite the year, so we want to help you and someone you care about to get a head start going into the new year.  

This week we are giving away one of my top picks which is “Leadership and Self-Deception” by The Arbinger Institute.  To be entered to win, you need to:

  • Follow Tricia and LZ on Instagram (@triciasciortino and @lisazeeveld)
  • Tag 3 friends or colleagues on this week’s podcast post who you think would love this book and the One Next Step Podcast
  • And use the hashtag #onenextsteppodcast in your post

If you want to earn some extra credit, share their Instagram post in your story and tag @belaysolutions, @triciasciortino, and @lisazeeveld for an additional chance to win. 


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