2022 Review & 2023 Preview
It’s time to review your past year and set your professional and personal goals and intentions for 2023.
2022 Review
Reflect on 2022 and answer the following four questions:
- What worked well for you professionally and personally in 2022?
- What did not work and why?
- What were your most significant time wasters this year?
- What did you enjoy doing most in 2022?
“We do not learn from experience, we learn from reflecting on experience.”
— John Dewey
2023 Preview
Now the fun part, projecting ahead and defining what you want to focus on professionally and personally in the next year.
Annually, I set between seven and ten professional and personal goals.
To start, I look at the buckets that are important to me professionally and personally and go about listing the focus for the upcoming year:
For example:
PEOPLE – is everyone in my consultancy in the right seat? They must get it, want it and have the capacity to do it. I then look at how I hire, onboard, train, review, engage and recognize individuals.
CLIENTS – are our clients satisfied with our work? Check-in on client satisfaction, and determine what we can do better to serve client needs.
DATA – what metrics am I using to measure my consultancy. Focusing on my scoreboard of 3-5 core high level numbers form my business that are essential for continuity and scalability.
PROCESSES – review core processes and determine if they remain simple, scalable, efficient, and profitable to the bottom line. Determine if any new processes are required and ensure they are executed uniformly.
FINANCES – review current cash position, pricing model, areas that can be tightened up and financial reporting model for improvements.
Action Plan
After you have determined the areas on which you would like to focus your professional and personal goals in 2023, it is time to write them into a S.M.A.R.T.E.R. statement.
The last step to ensure action on each of the identified goals is to write the first three tasks that you will complete under each goal. This will give you the momentum to move forward and help you work on your goal through to completion.
If you need executive support to create a production action plan for 2023, please contact us, or reach out directly to jenny@jennyreilly.com and book a complimentary 30-minute strategy session.
