91: The Year End Business Checkup with Dave Sullivan

The Roofer Show

With the year over and coming into 2019, it’s time for a year-end checkup of your business. It’s a new ballgame. It’s a time to take a step back, look at the score, and be sure you are on track for a strong finish. In today’s podcast, I make it easy with an 8 step process to evaluate your business performance and give you a free download from my website with a fillable PDF that you can use to lead your team to success.

Would you like your business to keep growing? And would you like to retain the valuable employees that work for you? Half the year has gone now, so the time has come to take a step back and do a mid-year check-up to make sure that you're on track in reaching the goals and targets that you've set for the year for your business. This is something that you can't do alone so it's very important to get everyone on board and to have the entire team facing in the same direction. Listen in today as I explain my really simple, eight-step plan for doing this.

Every employee needs to know what's in it for them and they also need to understand that if you work as a team, with the same goal in mind, everybody is going to benefit. I used a simple, eight-step, one-page business plan, to do quarterly check-ups in my business and it really helped us stay on track, and it worked in keeping the turnover rate of employees low. On the show today, I will be discussing how to do this by using my one-page business plan, which you can download for free from my website, as a playbook. Even though many of us don't really like business-plans (or think we have time for them) they are critical if you are going to grow your business, so listen in today to find out how to use my eight-step mid-year check-up to keep your employees motivated and your business growing and running smoothly.

What you'll hear in this episode:

• Making sure that the whole team is really motivated.
• It's really hard to find good labor- and sometimes even harder to retain it, so having this mid-year plan really shows your team that you know what you're doing.
• About my really simple, one-page business plan to get you thinking about where you're going and what you need to do to get there.
• The first step to the mid-year check-up is all about knowing your numbers.
• The things you need to check up on, in order to know the score.
• Did you hit your margins?
• Taking a look at safety- now and going forward.
• Making sure that everyone on the team knows what the score is, going into the second half of the year.
• Step 1- The End. Knowing where you're going and then planning to get there.
• Step 2 - The Customer. Looking at the type of customer you really want to be doing business with and then targeting them as a team.
• Step 3 - The Focus. Focusing clearly on what you do and why you're in business.
• Step 4 - The S.W.O.T. Reviewing your strengths, weaknesses, opportunities, and threats and seeing if there are any changes.
• Step 5 - The Operation. Making sure that you continue to sell your work, do your work, and keep your accounting straight.
• Step 6 - The Process. Having systems and processes in place that are not reliant on you (or on one or two other key players).
• Step 7 - The Action. Doing the one thing that's really going to make a huge difference in your business.
• Step 8 - The View. Creating an exit-strategy and planning for your retirement.
• To get my one-page business-plan go to The Roofer Show click on the One-Page Business Plan and download it.

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