Next year, I will only be scheduling one major activity every quarter, and working on my mindset to be ok with letting work stuff fall by the wayside if my family needs me. What I learned is that I prioritize my family and I took on too much - studying for the AFC and VITA by itself was a lot.
#REFLECTION QUESTIONS PLUS#
Looking back, I had a few family challenges that I ended up prioritizing, plus I am currently volunteering to help in the VITA program, the IRS Volunteer Income Tax Assistance program. As of December 2020, I have yet to pay for and schedule the exam. That way, once you uncover the reasons for what went well and didn’t, it can help to inform what action items you need to take next year.įor example, I wanted to take my exam for my Accredited Financial Counselor (AFC) designation this year.
To work through this question, try to be as specific as you can. The point is to look objectively at what happened and to see whether these goals are aligned with what you want and to see what may have held you back. To be clear, this question isn’t meant to make you feel guilty or ashamed if you can’t tick off items in your list. If you created goals or intentions at the beginning of the year, now’s the time to dig these up and see where you stand. Service and Privacy Policy What went well and what didn’t? Once you list them out, keep this list because you’ll need it for all the other remaining reflection questions.īy joining Collective Waitlist, you agree our Terms of
Starting on a high note by celebrating you and your business is a great first step for your annual review. I know I’m so focused on what I need to do next that I fail to reflect and celebrate all the cool things I’ve completed or opportunities that came my way. It’s a simple question on the surface, but as you start listing all your business accomplishments, you may surprise yourself at what you’ve done. Instead, here are nine questions to help you reflect on the goals you wanted to accomplish, some mindsets to declutter and what you can do to create a vision for the upcoming year. Since each business is unique, I’m not going to suggest a generic way to do your business review. That’s because it’ll give you insight into what’s working and what’s not, so you can pivot if need be. Whether it’s maximizing your earnings potential, enjoying more time outside of work or understanding what support you need to have an easier go at entrepreneurship, reviewing what’s happened within the last 12 months will help you get there. However, it’s a crucial activity as a business owner because it’ll help you love your business even more.
I get that it can feel hard to find time to sit down and review what’s happened. Before filling up your to-do list in your planner, don’t forget one crucial task: reviewing what has transpired this past year. After all, you’ve got a five year plan and all these goals you want to achieve. Collective is tax deductible and starts paying for itself in less than 2 months.įrom formation to taxes, you get all support you need for one affordable monthly price.Īs a busy business owner, you’re probably concerned about looking towards the future.
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