136 | How I do my annual strategy planning with Katie Hunt

Hey friends, I have been getting a lot of requests from people curious about how I map out my annual plan for the business, and how I work my family schedule into that. I’m going to be honest, balancing a busy family schedule and a very busy business schedule can be hard. There's a number of things that I need to consider and weigh in on when I'm making decisions in my business. And that really ties into how I plan my year because I don't want to overload myself with too many things, only to do all of them less than stellar. I want to do my best at everything. In this episode, I get granular about how I do my big picture, strategic planning each year for my business so that I'm not overloading myself, my team or my family.  I talk about what reports I look at, how I analyze what's working and what's not working to decide which programs, products and services we'll offer the following year.   Reports I pull: 2019 YTD Profit & Loss statement 2018 Profit & Loss for year over year comparison 2019 Marketing calendar so I can see where income coordinated with program sales   Things I look at for each revenue stream (including any sub-categories): Profitability Time spent Excitement / Passion Level Impact   Tools I use: Quickbooks online Downloadable Calendar from MaylemMade on Etsy  Huge wall post-its    Quick links to thinks I talked about: Paper Camp  Mastermind Friends of Proof to Product Facebook group Proof to Product on Instagram   SPECIAL OFFER:  3 Free Months of Gusto! Gusto makes payroll, taxes, and HR actually easy for small businesses. Fast, simple payroll processing, benefits, and expert HR support all in one place. Gusto automatically pays and files your federal, state, and local taxes so you don’t have to worry about it. Plus they make it easy to add on health benefits and even 401(k)s for your team.  Those old-school, clunky payroll providers just weren’t built for the way modern small businesses work. But Gusto is. Now is the best time to get set up for the new year. Don’t wait.  Proof to Product listeners get 3 free months of Gusto when they run their first payroll. Try a demo and see for yourself at http://www.gusto.com/proof   SUBSCRIBE To subscribe on iOS, go to the iTunes page and subscribe to Proof to Product. On Android, you can listen using your favorite podcast app.  WRITE A REVIEW Writing a review on iTunes will help other product based business owners find Proof to Product as they are working to up level, scale, and build profitable and sustainable companies. FOLLOW PROOF TO PRODUCT Follow Proof to Product on Instagram for the latest updates. JOIN OUR EMAIL LIST If you'd like to receive more information about our upcoming episodes of Proof to Product including show notes and information about our guests, head over to www.prooftoproduct.com and sign up for our email list.   SHARE Be sure to share Proof to Product with all of the product based business owners that you know!    ABOUT PROOF TO PRODUCT: Proof to Product is hosted by Katie Hunt. Since 2011, Proof to Product has worked with thousands of product based businesses to help them up level, scale, and build profitable sustainable companies. You can find our show notes and additional resources at ProofToProduct.com. If you like what you heard today, please head over to Apple Podcast to leave a five star review and subscribe. Thanks so much for listening. We'll be back next week with a new episode!