Forum Discussion
How do you plan for a new year?
We are a residential and commercial cleaning company. We have about 24 staff including office staff. How do you structure your annual planning sessions. How much do you share with your team? Do yo...
Planning for the year ahead is all about setting clear goals, tracking progress, and engaging the team. Here's our approach:
- Review Past Performance: We analyze last year’s numbers (revenue, client retention, employee turnover) and identify strengths and areas for improvement.
- Set Goals & KPIs: We establish goals and use KPIs to track progress.
- Team Involvement: We share the big picture with the entire team—company goals, lessons learned, and how their roles contribute to success. Regular communication and celebrating wins keep everyone engaged.
- Tracking & Tools: Using Jobber, we monitor our KPIs monthly to stay on track.
- Adjust & Recognize: Weekly team meetings along with quarterly check-ins help us adapt, and we reward teams for hitting milestones.
