The Goals & Vision Checklist

Check the ones you want.

• Take a real vacation without checking in
• Work set hours most weeks
• Pay myself on a schedule
• Build retirement savings from the business
• Know my numbers every Monday
• Step back from day-to-day operations
• Have the option to sell someday

Check the ones you want.

• Clean, current books every month
• Never miss a filing or renewal deadline
• Grow revenue
• Improve margins
• Hire or promote a key role
• Add a location, territory or service line
• Qualify for financing
• Build a team that runs without me

Check each one when it's done.

• I wrote down what the business looks like in three years
• I picked my top three priorities for this quarter
• I chose five to seven numbers that define successCash, sales, margin, what customers owe you, what you owe.
• I set a weekly, monthly and yearly rhythmWhen you review numbers, close the books and plan.
• I put the plan on one page
• I shared the vision with my team
• I put a quarterly review on the calendar

Add a few notes, then email your list. Laura will reply with where to start.