I tell every business leader I coach, especially here in Chandler right now. Take a moment to get your bearings before you really take off.
As the year draws to a close, we do more than settle accounts. We reflect on achievements and set the course for what’s next. It dispels ambiguity, offering true clarity. Good years? They start right here. Skip the reflection, and you’ll barrel into the new year, making the same blunders bigger and bolder.
Here’s my step-by-step plan. You’ll use this system to really nail those final steps and complete your work powerfully. Before my clients and I even start planning for the next year, we go through a straightforward, six-step check-in.
1. Time to really look at this year.
Forget the pretty show. Pull out your calendar, your P&L, and your gut. What three questions do you have?
- What truly clicked?
- Seriously, what didn’t come up?
- What did I avoid dealing with?
Most business owners live in reaction mode. The close of the year peels back all the pretenses. It can be hard to acknowledge that a financially successful period may have simultaneously diminished your personal vitality or eroded the collective enthusiasm of your staff. Other times it means celebrating progress you forgot to notice. Either way, you can’t plan what’s next until you get honest about what was.
2. Keep success simple. What matters?
Year after year, December brings a familiar sight: leaders grappling with endless new ventures: fresh markets, new hires, different software, you name it. But success rarely comes from addition; it comes from focus.
3. Let your schedule show your beliefs.
Go to your planner. Look at it once more. Examine your time’s path. Then ask yourself: Does this schedule reflect what you say matters most?
If not, fix it now. Carve out time in your day just for what gives you a real spark. You’re constantly brainstorming ideas, closing deals, teaching others, and then finding time to unwind. True leaders don’t just fill every hour; they guard the time for tasks that truly make a difference.
Watching founders push themselves to the brink, only to hit a wall, has taught me a vital lesson: If you don’t map out your day, someone else’s priorities will quickly take over.
4. Some things hide. Find them.
Gain fresh insights from a mentor, peer collective, or an executive coach. Your own ego or tiredness can cloud your judgment; a fresh view cuts right through it. I’ve seen leaders pull whole departments back from the brink, all because they faced a tough reality in December instead of waiting until February.
Accomplishment demands the efforts of many people. The sharpest bosses lock in who’s responsible long before the calendar flips.
5. Create a quick plan you’ll actually put into action.
That giant presentation? It’s out. I mean, just one page, stuck right over your desk, holding:
- Here are the three big things you’ll accomplish this year.
- Real growth shows up in your routines and the figures you track.
- Someone tracks your actions. Who is it?
This time of year can be emotional. Did you totally crush those goals you put out there? You didn’t quite make it. Don’t see looking back as a penalty. It’s actually where you find your strength.
I’ve personally guided hundreds of business owners through their yearly wrap-ups. You don’t shoot ahead by being perfect. You really take off when you own your mistakes, figure things out, and then push ahead on purpose.
If you’re looking for someone to push your ideas, get your goals crystal clear, and map out your next steps, then let’s chat. Knowing exactly where you stand, what worked, and what didn’t? I’m Certified Business Coach Dan Creed, and this is the first step toward winning again.
