Episode 139

8/10/23

Topic: Plan Next Year — Now

Guests: Dan Gordon and Donnie Shelton

Click here to listen.

Click here to watch.

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:

1. Marketing

2. Sales

3. People

4. Financial

5. Leadership/Management

6. Customer Service

7. 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:

1. What's the vision?

2. What's going well?

3. 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"

• Annual Planning Template

Notable: "People support what they help create." —Donnie Shelton

Like what you heard?

Rate and review us on Apple.

Tell a friend in the industry.

Subscribe on