Episode notes
Discover the hard-won insights on annual business planning, team engagement, and finding profitability – no theory, just what works in the trenches. From SWOT analysis to forecasting, learn how to build a plan your whole team will buy into and drive results, year after year.
Tune in to this episode as we explore:
(00:00) Why annual planning matters now
(01:41) Reviewing historical data and economic forecasts
(04:17) Getting the team involved in planning
(05:27) SWOT analysis: Strengths, Weaknesses, Opportunities, Threats
(08:01) Encouraging true brainstorming in the team
(14:07) Setting realistic revenue and profitability goals
(17:44) Meeting strategies and mentoring young leaders
(19:00) Budgeting beyond revenue calls
(20:55) Trade groups and resources for better planning
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