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Achieve your goals with my weekly business review

momentum management
weekly business review computer screen
As tempting as it may be to charge right into your workweek, the secret to the results you’ve been looking for may come from taking things slow. Below I’m sharing three of the best practices I implement each week to ensure I hit my business and financial goals.

Weekly Business Metrics Review:

If you don’t have a scorecard spreadsheet to track your most important metrics it is time to get one going. How do you know if you are moving in the right direction if you do not know where you are starting? For my clients, I track numbers like website traffic, email subscribers, discovery call booking, and sales. These numbers are key indicators the business is moving in the right direction to meet our business growth and financial goals. You should identify your KPI’s during your quarterly strategy session.
“If you can’t measure it, you can’t improve it.” Peter Drucker

Weekly Business Reflection:

It can be so tempting after seeing your numbers to want to start jumping in immediately and start taking action. Here is a little secret - knee jerks reactions won’t get you anywhere. Cool, calculated consistent work, is the key to phenomenal results. Before jumping into action. I pause for about 30 minutes and use the following prompts to guide me to my next step:
  1. What is working? Where am I experiencing great results? What feels good in my business?

  2. Where am I getting stuck? Where is there an opportunity to grow?

  3. What steps can I take to ensure I hit my goals?


From there, I narrow down my selections by asking myself the following question from Gary Keller’s book The One Thing:

What’s the one thing that, by doing so, would make everything else easier or unnecessary? Those are my priority items for the week.
"What’s the one thing that, by doing so, would make everything else easier or unnecessary?" Gary Keller

Creating an action plan:

Next, I review my quarterly roadmap to see which items are on the docket to be completed for the week. Based on my analysis, I may shift some things or even add—new ones. I then compile a list of all those tasks for the week, assign timestamps, finalize due dates, and assign owners for each item. I time block my most important tasks to be completed first and then fill in everything else around my scheduled calls and appointments. From then on its smooth sailing execution for the rest of the week until I do it all again next Monday.

Get the business results that you want:

All in all, this process takes me about two hours every Monday, but it is two hours well invested. I’m not perfect, so there are weeks when I have skipped and charged straight into my work week, and the results were not quite what I wanted. Instead of focused effort, I was all over the place, and so were my results. After looking back on my successes and failures, it is clear to me that when I take the time to slow down, reflect, and then plan success soon follows.



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