She Talks Business

Ep. 33 - Planning Your Numbers for Next Year


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Reflect and Set Goals in Q4 

 

The time to plan and get clear on exactly what you want and need from your business in 2022 is now, in Q4! But how doyou plan and why would you want to set goals for next year when this year isn’t even finished yet? 

 

 

It’s simple. You can’t aspire to what you haven’t planned for. The sooner you have an actionable plan in place and revenue, profit, and marketing goals written down, the more momentum you will have behind you for January 1st of the new year. 

 

 

In this week’s episode, Stephanie Rainey is back and she is drilling into my advanced planning methodology. We are covering:

 

  1. What financial data to gather in preparation for planning 2022

  2. How to set yourself up for “thinking time” 

  3. What financial goals to set for 2022

  4. What to do if you don’t know your numbers

  5. How to structure your planning day(s) 

  6. Where you can go to plan with other like-minded entrepreneurs 

 

 

Have you noticed that my podcast guests earning six and seven figures in their business have mentioned that keeping track of their metrics is a key factor in having the information they needed to scale?! When you take the time to gather data from your current year, analyze it, ask yourself where you want to grow to and then reverse engineer how to reach those goals (revenue, profit and marketing goals), you become the leader your company needs to take them into the new year with A PLAN. 

 

It’s time to get planning for 2022, so hit play and let’s get started! 

 

 

What’s in This Episode

  1. Why plan for next year in Q4

  2. My Advanced Planning Method

  3. What financial metrics to gather for your planning session

  4. How to make space for “thinking time”

  5. The secret to having your 2022 already underway on January 1

  6. Why planning for the new year in January will leave you behind in Q1

  7. How the best big corporations plan their growth & you can do the same

  8. The most common mistake I see business owners make in planning 

 

 

What To Do Next

Visit lisalarter.com/e33 for the transcript and all resources from this episode.

 

 

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She Talks BusinessBy Lisa Larter

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