quarterly reviews

E609: 2016 Business Review

Building a successful business strat with good planning.


  1. Start with the important stuff – “Profit is not a dirty word”
    1. How was 2016 for business profits?
    2. What about cash flow, AR & AP, debt
    3. What are your 2017 projections?
  2. Human Resources
    1. How is the culture and moral?
    2. How about skill sets and training?
    3. What are your 2017 improvements?
  3. Operations and resources
    1. How was 2016 overall for your business? A good year? A great year?
    2. How are the resources? Enough internal staff? How about external support?
    3. What do you want to change in 2017?

E608: 2016 Project Management Review

Was 2016 a good year for your project management teams?


  1. Year end review of our project management
    1. How was the year?
    2. How were your projects?
    3. How was your client satisfaction?
  2. The best and the worst
    1. Pick your best project
      1. What went right? What was different?
    2. Pick you worst project
      1. What went wrong? What could have been different?
    3. Identify lessons learned from those projects
  3. What can you change in 2017
    1. What things can you identify to change in 2017
    2. Make a list of things to work on
    3. Pick the top 3 to 5 to implement in 2017

E556: Quarterly Review Time

Fourth quarter is an important time of the year for protecting our profits.



  1. The start of a new quarter is review time
    1. Look back over the past quarter – did we take action – what are the results
    2. Review our sales, backlog, billings, WIP
    3. Check our costs, expenses, profits
  2. Are you on target for a good year-end?
    1. Have you been hitting your marks
    2. Are your billings on track to cover overhead
    3. Fourth quarter is the last chance to manage the profits
  3. Make adjustments for the last 90 days
    1. Profit and overhead are key items in fourth quarter
      1. Our markups area based on a percentage of revenue – if we miss revenue then we lose profit
    2. Check your billings and put work in place to beat your revenue projections
    3. Focus the rest of the year on putting work in place