7 Step Annual Review & Business Planning Process - Travis Robertson

7 Step Annual Review & Business Planning Process

In this video, I walk you through 7 steps in how to conduct an annual review, as well as how to get started on your business planning process. You don’t want to miss out on this informative video and the FREE materials I’ll be giving to you so be sure to watch it through to the end!

Seven Step Annual Review & Business Planning Process

Here we are at the end of another year, heading into a new year, and you made it! For some of you, maybe this year has been the best year ever, or maybe you are exhausted and just burnt out. Maybe some of you are wondering: How do I keep the momentum going? How do I grow from here? How do I hit the next level? Well, you are in the right spot.

If you feel like you just barely survived, and barely made it through this last year, you may be asking yourself, “How do I keep that from happening again next year? How do I make this next year an incredible year? How do I make this next year the best year for my business; the best of my life?” And that’s really what I want to walk you through.

I’m really excited to introduce to you the 7 Step Annual Review and Business Planning Process that we teach. Let’s dive in!

Step 1: Assess Your Situation

Self reflect on your past year. I always encourage our coaching members and anybody we work with to start by thinking about these three things: what went well, what didn’t go well, and what you would change this past year. Just review what worked and what didn’t work. Really analyze everything: what events took place, how you handled them, and what steps you took. Be honest with yourself. All of this takes an immense level of honesty. If you lie to yourself, you can’t fix it.

Step 2: Determine What You Want

Take your personal analyses of what went right, and what went wrong throughout your year, and focus on the changes you will need to make for the next year. Start thinking about what it’s going to be like from here forward. No plan results in no change. It takes thought process and incredible honesty to be able to realize what needs to be fixed, and you have to be willing to fix it. If you’re not honest about something, you can’t fix what you’re not honest about.

What do you want out of next year? People go, “This is the goal setting part.” This isn’t the goal setting part. Goals are a bit different. Goals are a little more specific. I’m talking big level outcomes. What are the high level outcomes you want for your life, for your business, for your health, and for your relationships? Start deciding what your top priorities are; what you are aiming to achieve and how you are going to achieve them, because until you know what you want, goals don’t matter.

Step 3: Why Do You Want it

Why do you want this goal? Why do you want this particular outcome? What does it matter to you? What is the driving purpose? See, if you know what you want, but you don’t don’t know why you want it, you’re not going to be able to get there as effectively as someone who knows exactly why they want an outcome in their life.

The strength of your why will determine your outcome.

Examples of this are shown in the video above.

You need to know what you want and why you want it. When you know those two things, you’re unstoppable. Absolutely unstoppable. If you look at your goal, your outcomes, and your why, and they’re not motivating, you have the wrong goals and outcomes. You have the wrong why. That is telling that you need to dig deeper. You need to go deeper.

Step 4: Figure Out the Who

Most people will say, “Ok, now is where I figure out what I have to do”, and it’s not. You need to figure out the “who”, and what I mean by “the who”, is who needs to show up. In order to achieve your goal, you needs to be involved? Do you need to be a better leader? A better role in your family? What do you need to be? What do you need to become to control your outcomes?

You have to change to get something more, you have to become somebody better to get to a higher level in your own business. You need to figure out who you need on your team, and who you need to assist you to get to the next level. You need to figure out “how do I become a better leader? Who do I have to learn from?”

The same people, often times, who have helped to get you to a million dollars in revenue, or two million dollars in revenue, or five million dollars in revenue, may not be the same group that will get you to ten, twenty, or beyond. You’ve got to figure out who you need on your team, and who you need to become to get to that level.

Step 5: Identify Your Learning Objectives

Once you know who you want to hire, then you need to identify your learning objectives. There’s a gap between what you want in life, what you want in your business, and where you are. You need you learn to close that gap. What do I have to learn to become a better leader? Who do I have to learn from? Ask yourself these questions.

“How do we close the knowledge gap between where we are, and where we need to be? What are my different learning objectives; what are the skillsets that I have to develop to get my business, and to get my life, to a whole new level?” And some of these things may be things your people have to learn.

Step 6: The How

“What are we going to do to close that gap between money we make right now, and the money we want to make? The business we have right now, and the business we want to have? Where are we going to going to start to create options for closing that gap?”

In this step of the process, it’s all about brain dumping. Get your ideas out there. There are no bad ideas and there are no good ideas, so be creative. Write them all down. Some of you are like, “I can’t do that much.” You don’t have to do them all. This is just getting ideas out and getting the creative juices flowing. Create a list of different strategies and different ideas that could be an asset on your way to success.

Step 7: Focus On Your Strategies and Execute

Ask yourself, “If I could only do one of these strategies over the next twelve months, which one is gonna move me closest to the outcome that I desire?” Then you ask again, “Ok, if I could that 1, plus 1 more, what would that be?” Then you pick two, or maybe three strategies, and then those are the ones that you focus on. Go execute. Don’t worry about the other ones right now.

If your strategies don’t work, you’re hitting roadblocks, or it just doesn’t feel right, then you can go back to your list. Or, you can create a new list, and you can come up with new ways that you could close the gap between where you are, and where you want to be. But now you have options.

Most people never give themselves options, they just think that there’s a limited number of ways the can get there, and if those things don’t work, they get frustrated and then quit. So, I want you to have as many options as possible, but I want you to focus on one to three strategies over the next twelve months.

Action Steps and Conclusion:
Download the PDF below. It’ll walk you through step by step how to do these activities, and when you’re done, you’ll have a very clear road map. You know what you want and why you want it, you know who you need to become. You know the strategies you’re going to use to employ what you need to learn, and what your team needs to learn. And now you’re ready to go crush the next twelve months!

Now here’s what I want you to do: 1) Download the Business Plan and Review PDF. Work through it and the worksheet. It won’t take you very long. Download Now!2) Register for upcoming lead generation webinar. I would love to have you guys on there as we are preparing for and kickstarting a new year. This FREE training will help you look at how are you going to generate new leads for your business, cover strategies, and many others. There are a lot of events coming up, and I would love to see you guys there.

I will also be offering a free coaching session! If you have already had one with us in the past, and it’s been a while, and you would like to try it out again, get scheduled for another one! I will gladly give you another one.

I’m proud of you guys, I’m excited for you guys, and if you believe in yourself half as much as I believe in you, you have an amazing year, amazing business, and amazing life ahead of you. It’s an honor to serve you in this capacity that I get to. Thank you, I value you, I honor you, and I look forward to serving you again this next year. Take Care!

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