September is a great time to start planning for next year! It’s time to look back, reflect on what went well and what didn’t. It’s also a time to look at your goals and see if you are on track to accomplish them in the last QTR. Also, start making your plan for next year. Here’s some advice on how to have a plan for your business in the new year. 

Get Clear.

While it’s business as usual in the day to day grind, it’s so critical to take a step back, understand where you are, where you want to go and how your’re going to get there. An important part of this process is getting  clear on the what. Without the what, the how is irrelevant. Here is a list of you’ll need to think about.
1. Get clear on where you want to go.
Start gaining clarity by seeing the end. Look at your business when you retire.What do your numbers look like, what type of lifestyle are you living. From there work backwards in 5 year increments until you get to this year.

The How.

2. Come up with the how.
Once you understand where you want to be, write down the things you need to do to get there. The ‘things’ you need to do to attain the goal is called your strategy. For example,for finance goals, you can think about getting more customers, raising prices, or adding services. These are the “things” you need to do to get you where you want to be.

Be Specific.

3. Get specific and time bound.
Once you have a clear picture and ‘things’ tied to it, you can begin the process of developing your goals. Using the example of finance goals, you might say I want to increase sales x% by the end of 2018. Then divide that number into quarters and you have a real goal to meet every three months.

Chunk It Out

4. Chunk it out for smaller milestones you can celebrate along the way.
If you need $5k every three months to hit your goal at the end of the year, you’ll have to decide the how. Is it new customers, raising prices, cutting costs? If it’s raising prices, you will have a list of tasks that goes along with that plan. Maybe you call every customer to get feedback, do some research in the market to see where competitors are at, writing a letter to your customer, setting a date, having a plan if customers move away from you because of this…and the list can go on and on.

Track Progress.

5. Track your progress.
Wherever you write or type this all out- be certain to also track progress. Set smaller goals every week and set an hour a week aside to review your progress, pivot if you need to, and rewrite goals if you have to in order for them to stay relevant to what your experiencing in real day to day.
You can really be, have, or do anything- just get clear about what it is, set some goals, make a plan; then stick to it. Easy.
Need some help with this? Contact us at to book some time with a business consultant.