It’s that time of year where you’re considering your plans and goals for the new year—but have you figured out the best way for you to approach this in your own business? Joy Michelle joins us to explore what wrapping up your year in business as a CEO can look like! Listen in as she explain how you can efficiently review your year while streamlining the planning process for next year through a CEO weekend!
CEO Planning Weekend
Over the years, Joy has come to love having a CEO weekend. This is something that has developed over time, but is now so important in her business. During her CEO weekend, she’s planning and goal setting, but there is a lot that goes into preparing for this weekend.
If you’re running a business, you’re wearing a lot of hats, which means that you have a lot of responsibilities outside of goal setting. This means that goals are often on of the last things that you need to do in your CEO weekend. Why? Because so much of what you beed to do before the goal setting will inform those goals.
Tips for Your CEO Planning Weekend
Set aside some serious dedicated time for your CEO Planning. Joy personally prefers a weekend of dedicated time away from her office, but it can even be short spurts of time over a few days.
Before you go, gather the materials that you need like a profit and loss statement, goals from the year, survey data, and marketing metrics.
Make an agenda of your planning time so you go in with a timeline of what your CEO planning time will look like.
Three Phases of Your CEO Planning Weekend
When it comes time to actually have your CEO Planning Day or Weekend, here are a few phases to consider during that time.
Goal Setting Phase
Tip: If you are considering doing a CEO Planning Weekend with a friend, make sure you consider how you two work together and if you’ll get work done!
What to Look for in Your CEO Planning Weekend
During your CEO Planning weekend, there are a variety of things you could be looking for from a business perspective. This could be in regards to revenue streams, services you offered, revenue by quarter, and getting a pulse on your business.
Additionally, it could consider your heart vs. your heart. How were you feeling and how much time were you spending on it? Look to what is life-giving, scalable, and more!
Joy has created a free guide to Business Planning to help you better understand what to focus on in regards to each of these aspects.