6 Ways a Year-end Planning Meeting Can Transform Your Business
In the day to day of servicing clients it is hard to find time to step back and look at the big picture; allocating time for a planning meeting enables you to think strategically about your business and put in place plans to achieve new levels of success. The following are 6 ways you can transform your business in a single meeting.
1. Build on Your Strengths to Stand Out
A strategy meeting is the perfect time to think about how to leverage the value you provide. By reflecting on your strengths, it becomes easier to figure out how to differentiate yourself from the competition. With the goal of standing out in a crowded marketplace, take time to figure out the best way of articulating the benefit of working with you, and creating a plan to get the message out.
2. Conduct Business NOT as Usual- Get Creative
To take your business to the next level of success requires thinking in new ways. Creative techniques can help you breakthrough current challenges or think innovatively about how to adapt in a rapidly changing world. Look from fresh perspectives, connect the unconnected, and collaborate in new ways. With a few simple exercises, open up thinking and generate an array of creative ideas in areas you may be stuck.
3. Build Ownership- Everyone Has a Role
Getting your team involved in strategic thinking will build ownership. By asking for ideas and working to build a common framework for success, people feel valued and become more vested in the results. Clearly defining roles and responsibilities creates accountability and will set the foundation for ongoing communication.
4. Tackle Challenges Head On
We all face a complex set of challenges that can prevent us from taking our business to the next level. Within the framework of your future vision, identify obstacles, brainstorm possible solutions and choose the best action steps. Sounds so simple, but this is a process that is often avoided or only partially explored. A year-end meeting is the perfect time to get everyone on your team into the driver’s seat.
5. Leave with Clarity - Focused Goals
Creative thinking and new ideas are great, but to transform your business requires a commitment to action. While everyone is feeling good about what’s possible, it is time to get clear about next steps. Leaving your year-end meeting with concrete, measurable goals and plans to follow-up will create the foundation for a year of success.
6. Hire a Facilitator- ‘This Meeting Was the Best One We Ever Held’
The skills of the meeting facilitator can either make or break a planning session. An objective, experienced facilitator will keep everyone focused, encourage full participation, balance personalities, tap into the group’s collective wisdom, and help to design well-thought out, sustainable plans. Without the right facilitation skills it is easy to get stuck in operational issues and old patterns.
Break out of 'business as usual' with a dynamic, ownership-building, year-end planning meeting. An experienced facilitator can help you plan the agenda to get the most out of the day. What are you waiting for?


