8/10/23
Topic: Plan Next Year — Now
Guests: Dan Gordon and Donnie Shelton
In this episode we discuss:
When to begin planning
How Donnie plans and why he starts with the "essential question"
The "seven centers of management" Donnie plans around:
Marketing
Sales
People
Financial
Leadership/Management
Customer Service
Technology
Donnie's morning meeting, Don's weekly meeting and why you need an annual planning session
The three questions you should answer for each area above:
What's the vision?
What's going well?
What needs work?
How data comes into play
Planning questions, things to consider and resources for each of the seven areas above (see Annual Planning Template)
Resources mentioned:
Book: "The E-Myth Revisited: Why Most Small Businesses Don't Work and What to Do About It" by Michael Gerber
PMP Industry Insiders Episode 54 with Michael Gerber: "From Chaos to Consistency"
Notable: "People support what they help create." —Donnie Shelton
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