Before you get stuck into the turkey and mince pies, there are a few tasks that it's good to tick off in December.
Along with a monthly review, now’s the time to review the last 12 months.
Review and Reflect
If business and personal planning isn’t something you do regularly, set aside some time, perhaps between Christmas and New Year to sit down with pen and paper, your journal, laptop, whatever works for you and do the
following:
Review your work, personal and financial goals for the year.
- What worked, what didn’t
- How much of your goals/objectives were you able to achieve? Were they too high, about right, too low?
Review your achievements and the progress you’ve made over the last 12 months.
Prepare For The Coming Year
It’s also time to complete a little admin for this year and prepare for the coming year.
Work is winding down and while things tend to get a little off kilter with all the Christmas celebrations, events etc. it’s still important to take time out to:
- Catch up on your accounts and book-keeping.
- Complete your year-end finance and reporting.
- Review your financials to see where any changes need to be made.
- Finalise things for the year, tie up any loose ends, finish any outstanding tasks etc.
Organise and back-up your data:
- Clear out your Inbox, especially anything older than 6 months that might still be lurking.
- Set up repeating appointments, meetings, time blocks, if they don’t carry over each year.
- Organise data files - use year folders to move older
data out of your main folders or storage area.
- Review your software
- Put away, archive old files. Get rid of the oldest set of files as you go - both paper and digital.
- Order your wall planner, journal, diary for the coming year.
Plan Ahead
Along with the admin and house-keeping
tasks, create and plan your goals for the coming year.
Take what you’ve learned to plan ahead for next year.
- what will you do more of
- What will you do less of
Set aside time on a regular basis throughout the coming year to review your plans and allow strategic thinking time.
And to help here are the first of the Christmas/New Year Promos ...
Christmas/New Year - Get Motivated
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