With this year coming to an end and a new business year starting next month, this is a good time for a first-time manager to stop and take one last look at her first year business plan and assess how things went relative to the company’s goals; the employees within the group’s goals; and the group’s sales, revenue, and operating budget.
As a group leader, I would do this assessment with the rest of the group on a quarterly basis, to first educate those working with me to clearly understand what we were striving to achieve and to make course corrections based on each quarter’s progress. Our fourth-quarter meeting would also include an open discussion on identifying our anticipated repeat clients in the coming year, as well as selecting a few new potential clients we would target next year.