Forum Discussion

BrandenSewell's avatar
BrandenSewell
Jobber Ambassador
22 days ago

What do you focus on for end of year planning? What goals do you focus on?

We are wrapping up 2025 with our standard end of year planning. We just grew 45% over last year. A great year for the most part.

What are some of you doing to grow in 2026? What are your goals?

What is some of the most important data you are reviewing? How do you include your team?

5 Replies

  • Wow 45% - congrats this is amazing.  

    We have not set our goals yet, we will do this in January with the team.  I do this with my office team (office admin, supervisor and sales rep) and we invite our trainers for this meeting as well so the field has a voice.  Last year goal was for us to be profitable and to implement fair wages for the team.  

    Do you have any idea on yours yet?

    • BrandenSewell's avatar
      BrandenSewell
      Jobber Ambassador

      Yeah I set my personal goals, sales goals, and production goals and the path to success. It is pretty detailed to put here. :D Maybe I can take some pictures of our planning boards in the shop and post them here.

  • Moly's avatar
    Moly
    Jobber Community Team

    Branden, amazing growth rate! 

    In my role and the other owners I've spoken to, setting that growth rate and then working on strategies to get there is so important—so much of it is doing the most informed math and estimating that you can on how you're going to get there, so you can distribute your hours and effort accordingly vs. flying blind. It's so easy to keep doing things the same year after year and spend time on something that doesn't create the same results as it used to.

    At minimum, I like to involve my entire team on the 'how we work' and 'how will we execute' side. Having a session where we share the goals and how we think we're going to get there (new programs, services, areas we're doubling down on, etc.) what sets us apart that we need to keep doing, what did we let slide this year we need to double down on, what are patterns we can spot for opportunities. A classic SWOT exercise can also be helpful. For me, it's about getting the team to see how their contributions and mindset really do impact the results bc success is so often in the details.

    • BrandenSewell's avatar
      BrandenSewell
      Jobber Ambassador

      This is great. We do a very similar meeting with the whole team each year. We also used some of the EOS model from Traction by Gino Wickman to set some goals this year. Helped run a pretty great meeting this past Monday. Doing weekly team meetings has been a pretty big game changer this year too. We set a modest goal to grow 35% next year. 

      • Moly's avatar
        Moly
        Jobber Community Team

        I will look that model up—thanks! 

        Yeah it's a puzzle to unlock what gets your team feeling bought in, but once you do it's so fun to see the ownership in action. Also 35% is big—sending awesome growth vibes!