Previous Quarter Review

Work through this quarterly review check list of suggested topics;

  • Personal check in – R U going OK?  Take care and make time for yourself as this is not the year many of us planned!
  • 12-month plan check in – what are the opportunities that come with COVID-19?
  • Budget vs actual reporting – keeping track of your numbers is key when the market is so changeable.
  • Marketing leads and sales stats – you might find your customer base changing so keep in touch with peoples current needs and aspirations.
  • Savings for liabilities – if you have some spare cash have a think about how to best use it
  • Risk review – key for 2020 as with so many changes comes both opportunity but also risk.
  • Clear focus for the next quarter – how can you capitalise on Christmas and summer?
  • Systems check in – what needs to be reviewed to ensure your business meets the COVID safe regulations.