How to Bridge the Gap Between Your 90-Day and 12-Month Plans

11/23/23 • 38 min

Promote Yourself to CEO | Small Business Strategy for Women Entrepreneurs

Do you often have to throw your 90-day business plan out of the window because events come up that throw a wrench in the works?

Over the past few years, pandemics, social justice movements, and wars have made the world feel more chaotic than ever. And that impacts you as a small business owner, as do the things just going on in your personal life.

So, how do you bridge that gap between your quarterly plans and yearly goals? In this episode of the Promote Yourself to CEO podcast, you’ll learn how to take your goals for the next year and turn them into an achievable plan. I’ll teach you the difference between process and project goals, the critical systems you need to make it all work, and examples of where you might need to shore up your business.

On this episode of Promote Yourself to CEO:

5:19 - What type of goals are you setting for your business? There’s a difference between process goals and project goals.

10:43 - Many small business owners are doing project goals they think will grow their business. Ask yourself these two questions when it comes to your goals.

15:00 - Is your business leaking anywhere? Do an audit to see where you need to plug the gaps.

22:35 - Make sure you have these three systems dialed in for all your offers so that you (and your team) succeed without burnout.

26:50 - What can happen if you don’t implement these systems in your business before adding new things?

29:54 - Here’s an example of a project versus process goal within my business. It enables me to take this next step with The CEO Collective I’ve been working on behind the scenes.

Mentioned in How to Bridge the Gap Between Your 90-Day and 12-Month Plans

Connect with Me:

Instagram: @racheal.cook
TikTok: @rachealcookmba
LinkedIn: @rachealcook
YouTube: @the_ceo_collective
Website: The CEO Collective

Subscribe & Review:

If you loved this episode, please take a moment to subscribe and leave a review on Apple Podcasts!

🎤 Thanks for listening! I'll see you next week!

Send us a text

Do you often have to throw your 90-day business plan out of the window because events come up that throw a wrench in the works?

On this episode of Promote Yourself to CEO:

5:19 - What type of goals are you setting for your business? There’s a difference between process goals and project goals.

10:43 - Many small business owners are doing project goals they think will grow their business. Ask yourself these two questions when it comes to your goals.

15:00 - Is your business leaking anywhere? Do an audit to see where you need to plug the gaps.

22:35 - Make sure you have these three systems dialed in for all your offers so that you (and your team) succeed without burnout.

26:50 - What can happen if you don’t implement these systems in your business before adding new things?

29:54 - Here’s an example of a project versus process goal within my business. It enables me to take this next step with The CEO Collective I’ve been working on behind the scenes.

Mentioned in How to Bridge the Gap Between Your 90-Day and 12-Month Plans

Connect with Me:

Instagram: @racheal.cook
TikTok: @rachealcookmba
LinkedIn: @rachealcook
YouTube: @the_ceo_collective
Website: The CEO Collective

Subscribe & Review:

If you loved this episode, please take a moment to subscribe and leave a review on Apple Podcasts!

🎤 Thanks for listening! I'll see you next week!

Previous Episode

Do You Have a Month-by-Month Profit Plan for 2024?

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Forgetting to market and prioritize making sales consistently? What about letting your schedule get so out of control that you don’t give yourself any time off for months on end? Or chasing every next shiny object instead of focusing on what works in your business?

What you suffer from, dear entrepreneur, is a lack of plan implementation. In the final part of this year’s Best Year Ever challenge, you’ll discover how to take all the insight from the previous episodes and turn them into an actionable 12-month profit plan for 2024.

On this episode of Promote Yourself to CEO:

6:40 - How does my 5-part framework form the foundation for your 12-month plan?

11:56 - Here’s where I start when I’m mapping out my 12-month big picture profit plan.

13:52 - Discover how to plan out what you’re going to sell and when you’re going to sell it.

17:28 - I reveal one thing you need to make sure you’re doing throughout the year and another you need to do every month.

19:57 - What do you do about any goals that aren’t covered by your client growth engine?

20:52 - Now that you have your big picture profit plan for the year, what’s next?

Mentioned in Do You Have a Month-by-Month Profit Plan for 2024?

Connect with Me:

Instagram: @racheal.cook
TikTok: @rachealcookmba
LinkedIn: @rachealcook
YouTube: @the_ceo_collective
Website: The CEO Collective

Subscribe & Review:

If you loved this episode, please take a moment to subscribe and leave a review on Apple Podcasts!

🎤 Thanks for listening! I'll see you next week!

Next Episode

Build a Business Culture That You and Your Employees Love with Tiffany Slater

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Are you a small business owner who is hiring more employees and building a real team? Then it’s time to start thinking at an entirely new level about how this will change the game for your company. And you need to have a culture in place that helps you attract and retain the talent you want onboard.

In the last few years, we’ve seen huge changes in the way people work. In fact, the pandemic accelerated changes that were already underway. These changes very much revolve around company culture and how that affects its employees, something that the human resources department of every corporation has a direct hand in.

Dr. Tiffany Slater is very much a product of this change. She has over 20 years of experience as an HR professional but had to leave a toxic workplace situation. Now, she specializes in helping other busy entrepreneurs take the lead on their human resource needs. And she’s here today to help me kick off a new podcast series on business culture.

In this episode of the Promote Yourself to CEO podcast, you’ll learn how to get really honest about the type of business you want to have now that it’s no longer just about you. Tiffany will teach you how you can start building a more intentional culture for your small business that’s enjoyable and effective for you and your employees.

On this episode of Promote Yourself to CEO:

4:27 - The dichotomy between the old and new way of work management has changed in the last few years. How does it impact small business owners?

12:09 - Tiffany explains what being a fractional human resources executive means for small business owners and reveals the tipping point for managing the HR side of a company.

15:55 - What does it mean to have a culture in your business? Every organization has one, even if they don’t plan for it.

17:59 - As a solopreneur, your company’s values are your values. But what happens with those values as you build your team?

23:23 - When you’re not intentionally thinking about your company’s culture, it tends to create one by accident. Tiffany describes the challenges she sees in those businesses.

27:45 - How is creating a healthy, functional dynamic for your team within your business similar to hosting a party? Tiffany reveals the two things that bring it all together.

31:22 - If you want to attract and retain talent in your business, you must build a company culture that does this.

Mentioned in Build a Business Culture That You and Your Employees Love with Tiffany Slater

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