New Year – New Reflections – New Goals

A New Year brings exciting energy with business ownership. Here are some of my favorite things to do as an entrepreneur at year-end/start of January to set up for another successful and productive year ahead!

1.) Clean and organize entire office and desk space. 

Less clutter will boost productivity and focus for the upcoming year.

2.) Calendar audit of the prior year.

I use an online, interactive calendar through Google that is color coordinated based on various categories. I review the entire year that was just closed out to reflect on meetings/events whether they were with my team, colleagues, networking or even potential clients and current clients of course. Were they a productive use of time? Did the time I spent push me towards my revenue goals for the business? A calendar audit helps me refocus energy for the coming year. In addition to meetings/business related items, I reflect on personal/social/family time and professional development activities. I then create blocks for the upcoming year ensure I hit my goals in all categories (personal, professional, profit generating). 

3.) Set an annual revenue goal for all businesses.

This originates from our family’s personal monthly budget, personal wish list that involves bigger purchases for the upcoming year, retirement/investment planning and lastly business development costs that we foresee in the next 12 months. Our annual revenue goal factoring in overhead percentage is entered into a workbook. This workbook is used by our internal operations team to function as a motivational tool to hit daily, weekly and monthly revenue goals. 

4.) Organize my “will do” lists.

My “will do” lists are online via Google Keep. I have lists for daily goals as well as projects in the “parking lot” that I know I will not be finished within 30 days. I look at these goal lists before closing out each workday, first thing in the morning. to ensure I stay laser focused. 

5.) Reflect on my opportunity 10 list

This was a practice encouraged by my business coach to focus on the 10 goals I want to achieve within the next 10 years as well as strategies for each. Sometimes this involves additional money, sometimes this involves additional time away from work or a re-focus on my health and wellness. This list is visited throughout the year as a big picture focus tool.

If you are interested in learning more about any of these entrepreneur New Year practices to bring focus, profitability and organization into your life please reach out to shannon@dentalconsultingco.com to set up a strategy call!

Happy planning!


ABOUT THE AUTHOR // SHANNON SNELL

As a Dental Hygienist practicing in over 40 offices early in my career I identified a need for smooth practice operations that stemmed from employee engagement, patient care and effective leadership. After 10 years in the industry practicing as Dental Hygienist, managing a highly productive private practice, consulting with various local firms, and running one of the most successful professional staffing and recruiting companies in Minnesota I identified the dire need of a local resource to help Dentists own their practice, time and future.

Wolderman