5 Steps to Building that 2020 Vision

We’re one month out from the new year so here are some simple steps you can take to make sure your 2020 is a great year!

Step 1 – Audit Your Tech Tools

Are you utilizing the tools you have? Should you add or eliminate any of those tools? Can you do more with the tools you have? Take a moment to evaluate your technology and make needed adjustments. Keep your budget, time, and priorities in mind when making these decisions.

Step 2 – Plan For Appreciation

It’s time to be thankful! The end of the year is a great time to thank your clients and supporters. Plan for your cards, gifts, and donations. If you find that you’re coming up short on your giving goals, it’s a great time to make adjustments for the next year!

Step 3 – Evaluate Your Online Presence

We’re living in a digital age so while this may seem oddly specific in the grand scheme of things, your brand starts online. Create a brand you’re proud of. Are you presenting yourself the way you’d like? Do you need to make adjustments?

Step 4 – Evaluate The Year

Take stock and spend some time evaluating your strengths, weaknesses, opportunities and threats (aka SWOT analysis) for your business. What do you need to START doing next year? What should you STOP doing? Do you need to KEEP any habits to make 2020 a great year?

Step 5 – Plan For Next Year

This is a great time to do a little goal setting. Dream a little, then come up with a plan to execute on those big goals. Be sure you include your goals from multiple perspectives to create some balance.

We use the Gazelle “Scaling Up” worksheets to create a balanced list of goals.

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