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1) Note your goals and your issues from a year ago. 2) Compare your financial standings from one year ago to this year. 3) Compare your clients (who they are/how many are there) with a year ago. 4) Regarding your activities and efforts, note your high points (wins, successes, and accomplishments) from this last year. For each of these, note what you had to be, what you had to do, and what else had to happen to have these come about. 5) What progress have you made on your vision for your life and work? 6) You have reasons to celebrate: do so! 7) Note your low points, failures and disappointments from this last year. 8) Note which of these you are still incomplete about, or you are having difficulty letting go of. 9) Of this year's goals, what have you not yet accomplished or been successful with that is important to you? 10) Devise a plan to accomplish these, make them a priority, and get them done this year! 11) List your goals for the coming year and describe the gap between where you are now, and where you want to be in one year. 12) List what you are currently doing in your business and life that don't work, or you would like to change. 13) With a qualified, objective professional, review your current year's financial statement, and your projected cash flow for the coming year, in context of what's important for you and your business. (You need to know your mission, vision, core values, and primary goals.) We recommend you calculate your net worth on an annual basis. 14) Gather the resources around yourself that will assure your success with these goals (11, 12 & 13). This includes qualified professionals, like consultants and coaches. 15) Engage your resources in designing an action plan to accomplish these within the next year. Then commit to your goals and the actions necessary to achieve them. At Allies Consulting, we have all our clients use this process to stop and assess their progress, lay new plans, energize their efforts, and insure increased success. Review, completion and recommit, at least annually, is important for people and organizations that desire great accomplishment. In some cases, semiannual, or even quarterly review like this can prove valuable. If you think you need more frequent assessment and correction, we emphatically recommend you retain a coach or consultant.
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