Reflect and Plan: A Guide to Year-End Strategy

Fall is a season of change as the leaves transform their colors. As we move through this season, many organizations are entering their last quarter of the fiscal year. It is a good time to reflect upon the successes of the past year and also to think about ideas for improvement in the coming year. It may seem like there is not enough time for year end close out and strategic planning. However, it is the perfect time to leverage marginal gains by adding discussions on future change as you discuss the past year results. As you examine your results from this year, add some time on the discussion of each item to envision how to take the action to the next level in the coming year. This can help your organization establish a strong basis of strategic planning for future refinement and goal setting.

It is as easy as 1-2-3.

1 – Review past year’s accomplishments

2 – Discuss how to improve each action in the new year

3 – Wrap up your current year reporting with your future year plan

-MAH

Spring Forward for Growth

With each new spring, we see renewal and growth all around us.  Why not use this time to also focus on your own renewal and growth? 

Perhaps you feel you are in a rut and would like to make some changes.  How do you start?  Where do you start?  First, identify what areas of your life are creating the most discord.  Is it family life or professional life?  Ask yourself what is driving the discontent.  For example, you may feel you have plateaued in your professional life and you would like to make a move up to the next step.  There are several steps you can take to move forward in that journey.

  • Check with your supervisor and let them know you are interested in growth opportunities.  They may have some stretch assignments that will give you experience and exposure to new people and skills.
  • Check with your HR department and see if they have access to self-assessment tools that will help you identify skill and interest areas for improvement and pursuit.
  • Check with a trusted advisor or mentor to discuss where you are and where you would like to see yourself in five years. 

After checking with the above parties, create your plan for growth.  (See blogpost Planning Your Professional Growth, May 17, 2017.)  This process can work for both your professional and personal life.  It is never too late to reach for your goals.

  • MAH