Annual Planning for Success

A Master Class on Annual Planning to Achieve the Results You Want for Your Business in 2024

Many small business owners don’t think about what they want from their business because they get so wrapped up in day-to-day operations and have a tough time working ON their business. Some feel they have lost control of the business and find they aren’t getting the results they want. Planning is a challenge for them, and they don’t know where to turn for help.

What you’ll learn

  • What Is Annual Planning and Why It’s Important.
  • Understand the Steps in the Annual Planning Process.
  • How to Prepare for Annual Planning.
  • How to Set Goals for Your Annual Plan.
  • How to Develop Strategies for Your Annual Plan.
  • How to Create a Budget That Aligns with the Annual Plan.
  • How to Conduct Plan Review Meetings.
  • How to Use a Scorecard to Track Performance.

Course Content

  • Introduction –> 4 lectures • 7min.
  • Preparation for Annual Planning –> 4 lectures • 7min.
  • Setting Annual Plan Goals and Developing Strategies –> 4 lectures • 9min.
  • Annual Budgeting –> 2 lectures • 3min.
  • Annual Plan Reviews –> 2 lectures • 7min.
  • Wrap Up –> 1 lecture • 1min.

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Requirements

Many small business owners don’t think about what they want from their business because they get so wrapped up in day-to-day operations and have a tough time working ON their business. Some feel they have lost control of the business and find they aren’t getting the results they want. Planning is a challenge for them, and they don’t know where to turn for help.

 

This Master Class on Annual Planning is for small business owners to help guide them on how to take control of their businesses using a proven planning and management framework.

 

The objectives of this course are:

1) Describing what Annual Planning is and Why it’s Important.

2) Reviewing the Steps in the Annual Planning Process.

3) Providing techniques and tools for Goal Setting and Developing Strategies.

4) Reviewing how Annual Planning and Budgeting tie together.

5) Demonstrating the importance of the Annual Plan Review Process.

 

By incorporating this Annual Planning framework into the DNA of their organizations, business owners will improve the likelihood of achieving their goals by up to 50% for the coming year by focusing on the critical elements of the Annual Plan and improving overall accountability for activities and results from their teams. Are you ready to achieve the results you want for your business?

 

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