As we urge every CEO and business owner to do, we compare actual results with the projections the client made at the beginning of the year, whether it’s a formal budget with staff accountability or not, and we ensure a discussion with management follows. Even without...
HAPPY NEW YEAR! We hope for you and yours a healthy, happy and prosperous new year. That said, let’s talk about how to help create the prosperous part of that. Specifically, let’s focus on the financial plan/budget that you’ve finished just in time to start the new...
If you have been following my posts for a few years, you’ve seen this diagram at least once before. It’s the master plan for planning that the best-in-class companies use to drive strategic direction and goal setting. Each year I urge more of our CEO readers to adopt...
Imagine this: You’ve had a really good year so far, after the mess of the last couple years. Top line revenue looks much better than expected. New business is up, returning customers are buying again, and your sales team are feeling great about the prospects for the...
Every well-run company has a strategic plan in writing, ideally also in the hands of every key executive in the company. Not just hopes, dreams and aspirations, but solid goals and targets and timelines they hope to achieve for the benefit of owners/shareholders,...
