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.
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?
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.
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.
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:
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.
BELAY client Geoff Welch and his BELAY Virtual Assistant Trúc Towns talk with Tricia about their experience of learning to work together and their top tips for getting started working with a Virtual Assistant. Geoff also explains how delegation has allowed him to play to his strengths in both his career and his personal life.
In today’s fast-paced and interconnected world, harnessing the power of technology and artificial intelligence has become essential for businesses and professionals aiming to thrive in their respective fields. Today, we have the privilege of hearing from a remarkable duo who have embraced the potential of AI to enhance their productivity and streamline their work processes.
Wes Gay is a StoryBrand Certified Guide, Agency Owner, and Private Workshop Facilitator. And since 2016, he’s helped hundreds of organizations find clarity with StoryBrand. Jodi Reiter is an accomplished Executive Assistant, bringing a wealth of experience from the marketing, advertising and photography industries as she supports Wes. They sat down with Ryan to share their experiences, strategies and success stories in utilizing AI to collaborate more efficiently and achieve remarkable outcomes. Listeners will learn about the most impactful AI tools on the market and how to weave them into your daily workflow.
Today on the podcast, we have a special episode courtesy of our friends at the Maxwell Leadership Podcast. BELAY CFO Lisa Zeeveld sat down with Mark Cole recently to co-host an episode of the Maxwell Leadership Podcast about how to get time back as a leader.
