How do I plan my business year as a facilitator?

Plan your training business year
Plan your training business year – Photo by pexels-cottonbro-5076527

Plan the year ahead

What are you plans for the year ahead? Do you have a clear goal and vision to bring in new clients and do even more business with the training clients you already have?

In this week’s episode, we’re focusing on the past year in order to be able to focus better on next year. You need to know what has worked and what you need to improve in your business.

So we need what’s called a ‘retrospective’ on last year in order to have a clear perspective on the coming one. Today’s episode is going to set you up with a plan for the year ahead.

Listen to the episode now


Give your business planning at least a full day. It’s going to set you and your team up for the next 365 of them …

What worked well?

You have made mistakes this year and figured out what not to do next time. What were those mistakes? You need to use that knowledge so you don’t repeat them again next year.

You have also made some breakthroughs this year, haven’t you? Perhaps you won new training contracts and delivered new programs to new clients. How did you do that?

LEARN MORE: Get some tips from Annie Clarke of Annie’s Training Company to plan your business year the easy way. Check it out now.

Get some post it notes

Once you feel confident that you have understood this year, we are then going to use 4 steps to ensure that we consider where we want to be this time next year.

Involve your team! Get out the post it notes. Get in some donuts and coffee.

You may even want to run a world-cafe, which is a really cool way to capture really great contributions and harvest some fantastic ideas.

To do that, I am going to ask you to consider 4 questions and answer them thoughtfully.

No need to rush this process. It may take time to clarify exactly what it is that you want for next year…

Takeaways you don’t want to miss: 

  • What to review from your training year to make sense of next year
  • Why goal-setting will clarify what you need to do and by when
  • How you can reduce costs and increase profitability
  • Why you need to consider both online and offline marketing
  • Which training conferences might make a difference to your training business
  • Why investing in yourself amounts to investing in your business
  • Why it’s as important to set rewards as it is to set goals for your team

Some helpful resources for you:

Asana – Project management software developed by co-founder of FaceBook – Co-ordinate your team’s production on
PipeDrive – Sales CRM & Pipeline Management Software
World Café – How to organise ideation with your team
Miro – Remote whiteboard collaboration with your team

Listen to the episode now


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