Year-End Systems Check for your Coaching Business

It’s almost the end of the year and time to do a systems check and review of your 2018. What have you been tracking this year?
If you have a copy of the Coaching Business Builder, pull it out and take a look back at the Content Trackers, and Monthly Trackers you have completed. For each month, or each one, highlight key themes on a separate post it (big ones work well – see photo). Make a cumulative list of all the things you notice about your data as it relates to marketing, clients, revenue, visibility or other items you are tracking.

“Systems help us to move forward, to go as far as we possibly can. They enable us to work faster, smarter, and more strategically. A good system eliminates waste, while it also anticipates and removes obstacles. To get the most out of systems, you have to make them a lifestyle not a one-off deal. They must become ingrained in your routine" (John Maxwell on Leadership).

It’s also time to do a systems check to see what is working well in your business. Here are the five areas I write about in some depth in the Coaching Business Builder Workbook:

1. Sales and marketing
2. Product and program services
3. Registration and client onboarding supports
4. Financial systems
5. Communication

 
As you think about each one, take note of:

1. What changes did you make during 2018 around this area? What impact did it have?
2. What changes are needed for 2019?
3. When are you gong to schedule a focus on these?
4. Is there an opportunity to focus on a different one each month? If so, note them down in the Annual Planner and give each system focus a dedicated month.
5. Add this to any monthly To-Do lists you have made for yourself

 
I hope that you may set a timer and get wrapping up your year end tasks. Enjoy!
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Best,
​Jennifer

Jennifer Britton
Author of Coaching Business Builder (2018), Effective Virtual Conversations (2017), 
Potentials Realized - Supporting Coaches, Businesses, Leaders and Teams 
Is 2019 your year to take it ahead? Join me for one of our two annual groups - The Learning Lab and Design Studio (focusing on program design) or the Coaching Biz Growth Lab (focusing on coaching business development)
Phone: 416-996-8326
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