Business Planning_C21 University

TWO: BEST PRACTICES – TACTICS & TOOLS

Let’s Do This!

ACHIEVE YOUR 1-YEAR, 3-YEAR, 5-YEAR BUSINESS PLAN You know what you want your goals for next year to look like based on where you are now. From the Calculator, you have a good projection of the work it will take to get there. Now, take those numbers and plug them into a 3 and 5-year growth plan. 1. Think back: how has your income grown over the past couple of years? Use your past growth or choose your own annualized percentage growth target. You can use My Business Planner to see what it will take to grow your business over the next three and five years. 2. Complete the calculations in the table below to reveal your projections of goals and activities over the next 5 years growing your business. Use the business planning Calculator to estimate these projections.

NEXT YEAR

3 YEARS FROM NOW

5 YEARS FROM NOW

Topline number / Annual goal

Number of transactions you need to close

Number of appointments you will need

Number of daily contacts

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