quarterly reviews
E749: There’s Still Time to Make 2017 a Great Year
Dust off those 2017 goals and do a check-up. It’s not too late.
E684: Quarterly Review Time
Time to look back at our 2017 goals and see how we are doing.
E609: 2016 Business Review
Building a successful business strat with good planning.
- Start with the important stuff – “Profit is not a dirty word”
- How was 2016 for business profits?
- What about cash flow, AR & AP, debt
- What are your 2017 projections?
- Human Resources
- How is the culture and moral?
- How about skill sets and training?
- What are your 2017 improvements?
- Operations and resources
- How was 2016 overall for your business? A good year? A great year?
- How are the resources? Enough internal staff? How about external support?
- What do you want to change in 2017?
E608: 2016 Project Management Review
Was 2016 a good year for your project management teams?
- Year end review of our project management
- How was the year?
- How were your projects?
- How was your client satisfaction?
- The best and the worst
- Pick your best project
- What went right? What was different?
- Pick you worst project
- What went wrong? What could have been different?
- Identify lessons learned from those projects
- Pick your best project
- What can you change in 2017
- What things can you identify to change in 2017
- Make a list of things to work on
- 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.
- The start of a new quarter is review time
- Look back over the past quarter – did we take action – what are the results
- Review our sales, backlog, billings, WIP
- Check our costs, expenses, profits
- Are you on target for a good year-end?
- Have you been hitting your marks
- Are your billings on track to cover overhead
- Fourth quarter is the last chance to manage the profits
- Make adjustments for the last 90 days
- Profit and overhead are key items in fourth quarter
- Our markups area based on a percentage of revenue – if we miss revenue then we lose profit
- Check your billings and put work in place to beat your revenue projections
- Focus the rest of the year on putting work in place
- Profit and overhead are key items in fourth quarter