Monthly Goals
Set the targets. Hit the targets. Get after it.
Date
-
Day
-
Month
Year
2 digit day, 2 digit month, 4 digit year
Date
Name
First Name
Last Name
Last Months Results
Revenue / GP / NP
This Months Target
Revenue / GP / NP
Yourself
You are both the problem and the solution.
Do you see yourself worthy of running a successful business and why?
ie do you have a time crisis or an identity crisis?
Main Business Constriction
What is the actual problem.
What is the major constriction that you currently have in your business?
Please Select
Supply
Demand
Profit
ie supply (I don't have the labour + materials, I am working 2 full time jobs etc), demand (I don't have the workload), profit (I don't know where the money is, I am not using my money well)
Current Rankings
Generating Revenue
Worst
1
2
3
4
5
6
7
8
9
Best
10
1 is Worst, 10 is Best
Driving Profits
Worst
1
2
3
4
5
6
7
8
9
Best
10
1 is Worst, 10 is Best
Controlling Your Time
Worst
1
2
3
4
5
6
7
8
9
Best
10
1 is Worst, 10 is Best
Key Area Focus Points
The 1-3 items in each where you need to put your energy right now.
Generating Revenue. Write out what you are going to do from week 1 to week 4.
ie week 1 // get on top of all quotes, week 2 // begin training up new estimator etc
Driving Profits. Write out what you are going to do from week 1 to week 4.
ie week 1 // close the week, week 2 // close the week + link purchases orders to JMS etc
Controlling Your Time. Write out what you are going to do from week 1 to week 4.
ie week 1 // set a work schedule + stick to it, week 2 // finish on time, no work after hours or weekends etc
Do you have something in the short term to look forward to?
ie weekend away, surf on Wednesday, coach kids sport, date night, set personal budget etc
Do you have something in the long term to look forward to?
ie holiday, pay off house in 5 years, buy commercial property next year etc
Submit
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