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Episode 139

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:

  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:

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

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