year end wrap up
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The Year End Wrap and Plan Recipe is definitely a recipe reserved for special occasions. You wont need this recipe every week but you also don’t have to reserve it only for the end of the year. You can use this recipe at the end of each 90 day period if your goals are more quarterly based.  When you have a recipe like the Year End Wrap and Planning, you have a system for speeding up your process. In addition, it helps you avoid any last minute emergencies or fires that may happen as a result of not regularly preparing this recipe.
Ingredients
  • Year end checklists. (Such as the Year End Wrap Up & Planning Checklist)
  • Access to online and offline data.
  • Your goals, mission and values for the past year.
  • Calendar for the new year. I use this giant wall calendar from At-A-Glance.
Preparation (Prep Time: 10 90 minutes depending on how organized you are to start)
  1. Schedule at least 2 to 3 days on your calendar for review and planning.
  2. Set your voice mail and email autoresponder to let others know you are unavailable for the next few days.
  3. Verify access and passwords to all programs.
  4. Gather all documents or access points to documents.
Cooking (Cook Time: 2 to 5 days. Cook time can be broken into chunks for each segment of the review and plan.)
Follow these step-by-step instructions to create your own Year End Review and Planning Recipe
  1. Complete end of year accounting from the checklist.
  2. Do end of year IT and computer maintenance.
  3. Complete end of year business review.
  4. Create new goals for the new year.
  5. Use a one year calendar to note any trips, seminars, conferences or big events that are already planned.
  6. Plan specific key projects for the year
  7. Create an editorial calendar for blog/podcast/video content.
  8. Create a social media calendar.
  9. Complete a calendar for the year with all projects and milestones.
Yield: One year end business review and plan.

Gourmet Tips:

When you use the Year End Review and Plan Recipe, you will see where you need to make changes for success in the coming year. You will also be able to determine what has worked and what hasn’t so you can focus more time and energy on your top 20% of activities.
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