136 | How I do my annual strategy planning with Katie Hunt

Hey friends, I have been getting a lot of requests from people curious about how I map out my annual plan for the business, and how I work my family schedule into that. I'm going to be honest, balancing a busy family schedule and a very busy business schedule can be hard. There's a number of things that I need to consider and weigh in on when I'm making decisions in my business. And that really ties into how I plan my year because I don't want to overload myself with too many things, only to do all of them less than stellar. I want to do my best at everything.

In this episode, I get granular about how I do my big picture, strategic planning each year for my business so that I'm not overloading myself, my team or my family. I talk about what reports I look at, how I analyze what's working and what's not working to decide which programs, products and services we'll offer the following year.

Reports I pull:

2019 YTD Profit & Loss statement

2018 Profit & Loss for year over year comparison

2019 Marketing calendar so I can see where income coordinated with program sales

Things I look at for each revenue stream (including any sub-categories):

Profitability

Time spent

Excitement / Passion Level

Impact

Tools I use:

Quickbooks online

Downloadable Calendar from MaylemMade on Etsy

Huge wall post-its

Quick links to thinks I talked about:

Paper Camp

Mastermind

Friends of Proof to Product Facebook group

Proof to Product on Instagram

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ABOUT PROOF TO PRODUCT:

Proof to Product is hosted by Katie Hunt. Since 2011, Proof to Product has worked with thousands of product based businesses to help them up level, scale, and build profitable sustainable companies. You can find our show notes and additional resources at ProofToProduct.com. If you like what you heard today, please head over to Apple Podcast to leave a five star review and subscribe. Thanks so much for listening. We'll be back next week with a new episode!