Annual Planning for Success

Focused View

Len Norten

34:36

16 View

1 - Introduction

1 - Introduction to Annual Planning.mp4

02:45

2 - What Is Annual Planning.mp4

01:50

3 - Why is Annual Planning Important.mp4

01:01

4 - Steps in the Annual Planning Process.mp4

00:58

2 - Preparation for Annual Planning

5 - Preparation for Annual Planning.mp4

01:19

6 - Previous Year Review.mp4

00:54

7 - Sample Review Questions.mp4

01:12

8 - SWOT Analysis.mp4

03:36

3 - Setting Annual Plan Goals and Developing Strategies

9 - Goals and Strategies.mp4

01:09

10 - Setting Goals.mp4

02:29

11 - Developing Strategies to Achieve Your Goals.mp4

03:51

12 - Using the Annual Planning Template.mp4

01:20

4 - Annual Budgeting

13 - How Budgeting Aligns with Your Annual Plan.mp4

01:19

14 - Budgeting Tips.mp4

02:04

5 - Annual Plan Reviews

15 - Monthly and Quarterly Annual Plan Reviews.mp4

06:00

16 - Using a Scorecard to Track Performance.mp4

01:29

6 - Wrap Up

17 - Wrap Up.mp4

01:20

Description

A Master Class on Annual Planning to Achieve the Results You Want for Your Business in 2024

What You'll Learn?

What Is Annual Planning and Why It's Important
Understand the Steps in the Annual Planning Process
How to Prepare for Annual Planning
How to Set Goals for Your Annual Plan
How to Develop Strategies for Your Annual Plan
How to Create a Budget That Aligns with the Annual Plan
How to Conduct Plan Review Meetings
How to Use a Scorecard to Track Performance

Who is this for?

Small Business Owners and their teams

What You Need to Know?

Basic business strategy and financial management skills

More details

Description
Many small business owners don't think about what they want from their business because they get so wrapped up in day-to-day operations and have a tough time working ON their business. Some feel they have lost control of the business and find they arenâ€™t getting the results they want. Planning is a challenge for them, and they donâ€™t know where to turn for help.

This Master Class on Annual Planning is for small business owners to help guide them on how to take control of their businesses using a proven planning and management framework.

The objectives of this course are:
1) Describing what Annual Planning is and Why itâ€™s Important.
2) Reviewing the Steps in the Annual Planning Process.
3) Providing techniques and tools for Goal Setting and Developing Strategies.
4) Reviewing how Annual Planning and Budgeting tie together.
5) Demonstrating the importance of the Annual Plan Review Process.

By incorporating this Annual Planning framework into the DNA of their organizations, business owners will improve the likelihood of achieving their goals by up to 50% for the coming year by focusing on the critical elements of the Annual Plan and improving overall accountability for activities and results from their teams. Are you ready to achieve the results you want for your business?

Who this course is for:
Small Business Owners and their teams

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Len Norten is the author of Peak Results – The Guide to Get the Results You Want from Your Business. He and his wife of forty years, Trish, grew up in the Chicago area. After achieving a BS in Economics and MBA, Len started his professional career holding senior leadership roles in finance, planning, and operations with Fortune 500 companies such as American Airlines, John Deere, Cisco Systems and American Express. These roles were filled with many successes and many hard lessons learned. His entrepreneurial spirit was finally realized when he joined a small mobility dealer as CFO and COO. There he led the growth of the business from one to ten locations in four states quickly becoming one of the leading mobility dealers in the United States. After selling the business to a private equity company, Len followed his passion for helping small business owners by starting a business consulting and coaching practice in 2018 named Norten Consulting. He has worked with dozens of clients helping them improve their results. Len is also an Adjunct Professor teaching business courses at a local college and served on several nonprofit boards.

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