Stop, review, schedule, do!

Uncategorized Apr 23, 2025
 

It’s easy to get overwhelmed and find yourself lost jumping from task to task with the feeling of things just slipping away into a giant rabbit hole of being busy! With tax season all but over, (There are some who have until May 1st due to weather to file), Easter, spring break, and March madness all behind us, it’s time to take a minute and evaluate where you are and make your plans for the next 90-day window 

When you think about it, between what has already closed and the deals you already have in your pipeline, most of your income for the first half of the year is visible. While this likely isn’t reflective of half the earnings you will have for 2025; it is a good reflection point to review and make adjustments to your plan

Spring happens at different times across the country and events can vary widely. However, Mother’s Day and the start of the end of the school year in May, Father’s Day and the end of the school year for the rest in June, plans according to your specific events need to be accounted for and scheduled. You won’t manage your business this spring well enough by just taking one day at a time. You must schedule your activities on purpose or find yourself slipping into the world of reactive busyness!

Questions you need to address:

  1. Where are all the holidays and do I need to account for either specific events or time off?
  2. When does my school year end and when does it begin next term?
  3. Are my referral partners meeting expectations?
  4. Are my personal projections on target?
  5. Do I have my vacations planned through the fall?
  6. What time-off does my team need to schedule?

Even the best of plans requires adjustments. Less than optimal plans require adjustments even more! We need to stop, review, schedule, and DO!

Questions or comments: [email protected]

 

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