Explore " annual review" with insightful episodes like "Get ready for 2024", "Doug Smith: How to Conduct a Year-End Review", "Your Owner's Manual - The Employee Handbook", "Episode 38 - Wrapping up 2022" and "Festive Cheers" from podcasts like ""Leading with a Braveheart", "The L3 Leadership Podcast with Doug Smith", "The Career Suite", "ChiroMom Podcast" and "The Sunday Scholar"" and more!
End of Year Review and Planning for 2024
In this podcast, I walk you through a review of last year and how to plan for next year.
This episode will help you set up for 2024 by reflecting on how far you came in 2023 and what you want to do or achieve in 2024. You could use this process at anytime, so you can save and come back to it when you need a reset or replan.
Episode Summary: In this episode of the L3 Leadership podcast, Doug talks about how he does a year-end review, why he believes every leader needs to do their own, and how to do your own.
About Doug: Doug Smith is the Director of Development atLight of Life Rescue Mission and Founder and CEO of L3 Leadership. He is the author of his eBook, “Making the Most of Mentoring”, a step-by-step guide to help you build and cultivate relationships with mentors. He blogs atdougsmithlive.com, is the host of the L3 Leadership podcast and is a sought-after public speaker. He is married to his high school sweetheart, Laura, who currently works as an Account Executive at Ivalua. Together, they love family, personal growth, travel, working out, and serving others.
4 Key Takeaways:
1.Why the best kind of year-end review is the one that you’ll actually follow.
2. Why you should push forward, even if your first review won’t be perfect.
3. The importance of scheduling a time and place for your review.
4. What to bring with you to your review.
Resources Mentioned:
Year-End Review Template
Living Forward by Michael Hyatt (Affiliate Link)
How to Journal
mint.com
The Five Minute Journal App
Quotes from the Episode:
"The best system for a year-end review is the one you'll actually follow."
"The best way to learn something is to teach it to others."
Connect with Doug:
Website | Twitter | Facebook | Linkedin | Instagram
S1 E12
Title: The Owner’s Manual – Your Employee Handbook
Host: Helen G. Sneed
Ready to drive your future forward?
Then you’re in the right place!
Let's step inside the Career Suite, where Career conversations begin with you!
Welcome to "The Suite," and thank you for joining me today. Previously, in episode #11, we discussed the importance of checking for three things before leaving the house: your cell phone, keys, and wallet, as well as their workplace equivalents - the company's mission, your department's goals, and a pay-for-performance system. As we delve deeper into the topic of performance, consider your most recent automobile purchase. Just like your car came with a vehicle owner's manual as a guide for maintenance and optimal performance, think of this discussion as a similar resource for your own performance. Your employee handbook helps to navigate your Career GPS and achieve ideal performance.
This brings me to the question inside "The Suite" today: Do you fully understand the contents of your employee handbook and know who to go to for questions and clarification?
One of your goals is understanding the company policies, procedures, and expectations. By reading and understanding the employee handbook, you can ensure that you know the rules and guidelines you need to follow while working there. This will help minimize misunderstandings or mistakes that could cost you money, your job, and your reputation. If your employer doesn't have an employee handbook, or it hasn’t been updated within the past twelve months then you’ve just increased the likelihood of “not meeting” expectations.
A well-designed employee handbook will provide you with valuable information about your rights, shared responsibilities and benefits as an employee, as well as details about how to handle various situations that may arise in the workplace. Reading the employee handbook is essential in becoming a knowledgeable, well-informed, and a responsible team member.
If you need help understanding, updating or designing an employee handbook email me and include your name and the organization to CEO@thecareersuite.com. I'm Helen G. Sneed; join me again in “The Career Suite”, where I promise to save you a seat! You'll be glad you did!
Books
00:00 Introduction
02:13 The Essential Scholar
02:44 A year in retrospective
06:48 Improve your productivity
07:55 Recommended book
08:46 Behind the scenes
10:08 Word of the week
10:46 Final step
11:25 Close
THE SUNDAY SCHOLAR takes a lighter look at leadership. Full of ideas, insights and inspiration. It’s our weekly newsletter—reimagined as a podcast. Something to be expected. Something to look forward to.
It’s that time of the year again…when I start reviewing my year and asking questions as the year comes to a close.
In this podcast I share with you my top 5 favorite questions that I ask myself, my clients and my family at the end of the year (and also at the end of the month too). These questions are great for your family holiday get-togethers.
Here are the 5 questions I share with you in this episode:
Are you willing to ask questions and get really curious? DM me on Instagram with a “👍🏼“ emoji if you’re willing and ready to start asking more questions.
If you loved this episode, it would mean the world to me if you SUBSCRIBED to the podcast on your favorite podcast app and give it a 5 star review. I would be forever grateful! Thank you!!
✅LET’S CONNECT:
In this episode, you'll learn about:
- How to set your business up for GROWTH in 2023
- How to successfully conduct an annual review
- Leveraging the Accountability Grid to audit your business
- Harness the APPEAR process to create your better future
- The 3 parts of Vision Casting
Episode Highlights
02:52 - The work of the CEO is to take action and work on the business instead of in the business.
07:07 - You have to put in time to assess the previous year before you can successfully meet the goals of the next. You are looking back to go forward.
13:42 - Data driven vision casting is the act of quantifying your goals and milestones to see if you are on or off track.
18:33 - An overview of how to effectively use the accountability grid and how to assess it based on the previous year’s grid.
26:23 - Get clarity in your own mind what success looks like for the next iteration of your business by learning from assessing the last iteration of your business and the journey that you just came through.
31:00 - Dr. Pete is joined by Success Partner, Dr. David Fletcher of CLA. CLA is about making the invisible world visible and they do this by using neurological scan results to deliver objective findings. Listen as they discuss how healthcare perceptions have changed, how people are realizing how important it is to manage the underlying health of their inner system, and how chiropractors are getting back into their roots with neuropathic technology.
Resources Mentioned
To download your copy of the resources from this episode, please visit us at: https://theremarkablepractice.com/podcast-ep179-vision
To learn more about the Team Building Immersion visit: https://theremarkablepractice.com/upcoming-events/
Schedule a Brainstorming call with Dr. Pete
Dr. Stephen’s Book – The Remarkable Practice: The Definitive Guide to Build a Thriving Chiropractic Business
Support the podcast! If you find this episode helpful and you'd like to show your appreciation, consider leaving a tip over at ko-fi.com/15minutefreelancer. Donations help cover the cost of running the podcast and are very much appreciated :)
It's the last episode of 2022, which means it's time for everyone's favourite format at this time of year: the annual review.
Do you review the ups and downs of the previous year? Do you set goals for the following year? We don't need to get too corporate about it, but since we don't have a boss to do a performance review, we have to do our own.
In this episode, I share my review process, reflect on 2022 and share three wins and three not-so-wins.
You'll also hear how I'm setting my goals for 2023 and how my business will have to change as a result.
Until next year, happy freelancing!
Summary: We sat down to review our finances and it was...well, not what we expected. This led us into a candid conversation about why we make a practice of financial check-ins, our fears, our values, and the (sometimes) nitty gritty reality of being self-employed.
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Featured image from a street mural near Lake Atitlan, Guatemala.
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What milestones will you set for 2022?
As we look back and look forward it's a great time to evaluate exactly what we what from our businesses. I hear a lot of people talking about financial freedom and earning mega bucks especially in the online world but there is something to be said for being content and happy in the now. Maybe that means I won't be what others consider financially successful but for me my ultimate goal is to enjoy my family and be able to afford to do that. That doesn't take millions of pounds. So think long and hard about what you truly want and how your business can help you get there.
In today's show, we will be discussing ...
Today's Quote:
'A goal without a plan is only a dream '
Brian Tracy.
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Until next week, Bye for Now XoX
Featured image is of our friend Mike enjoying the view from Cloud's Rest in Yosemite during our 2019 Yosemite Retreat. We're currently accepting applications for our 2021 retreat.
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Do you want to move up within your company or organization? Do you fear your career development is stagnant? Are your goals aligned with your boss' goals, or do they differ? These are common midcareer concerns.
If you have big growth goals but zero explicit plans to make them happen, today’s your day to turn it around. Most people dread their annual reviews because they don’t know what to discuss - or how to discuss - what they really should be addressing with their boss. In fact, many people don’t even realize that they can use the opportunity to take some control. Sounds appealing? This episode is for you.
In this episode of The Career Rx we’ll discuss:
Today we're going to be talking about your annual review and how to actually leverage this time for your own benefit (instead of sweating the evaluation and feedback that makes so many people really nervous). This topic came directly from the listener question, as usual. Mitch writes, “Thank you so much for Episode 29 about how to get the best results using recruiters [we were talking about nonclinical career transitions, among other things]. But what about if you want to move up within your (current) company or organization?” So, in this episode we’re going to cover some strategies to plot your career growth in a deliberate way that accelerates your advancement, whether that’s within your own organization or a new one.
Listen in to hear four topics you should discuss with your boss during your annual (quarterly, or monthly) review. I'm sharing how to navigate having a transparent discussion about compensation, long-term goals, and gaining a deeper understanding of your company’s succession plans (or lack thereof).
“You should never have your career development on hold.” - Marjorie Stiegler
In this Episode:
[01:16] Why you should never put your career development on ‘pause’ for the sake of getting the current work done
[02:45] An easy way to set up potentially difficult conversations with your boss
[3:30] What most people get wrong when writing goals and objectives (hint: it’s not about the SMART framework)
[5:52] What work will actually get you promoted, and what simply isn’t going to get you there. (Note - it matters how you frame and brand your work.)
[6:42] How does your salary compare to what you’re really worth? Find out...
[8:48] What will get you to the next level? You may have some skill or experience gaps - here’s how to fill them.
[10:42] Succession planning, and why your boss/organziation should absolutely be on board with it
[13:36] Documentation and timeline for your intended next move - it matters more than you may realize
[15:44] Evaluating your promotion plan and next steps
Support the showThis week we are taking a look back at 2020 for our annual review to set ourselves up for greater happiness in 2021. We are doing this with a focus on gratitude, forgiveness and optimism. We can only move ahead into 2021 with evaluated experience when we take an honest look at the past year and learn from it. Before we can welcome the new year with an open mind, we must first properly acknowledge the lessons of 2020. As Angela Duckworth said, "When you keep looking for ways of changing things for the better, you stand a better chance of finding them!"
Resources I referenced this week:
Grit by Angela Duckworth
Values Course with Doris Belland from Your Financial Launchpad
Knowing Your Values Will Help You Find Your Happier - Episode 30, The Happier You Podcast
I hope you enjoy this week’s podcast. Don’t forget we’d love to see you over on the Facebook Group, The Happier You Podcast!
And remember you can get the podcast and the Happiness Newsletter emailed to you weekly when you join our mailing list here!
In this episode, Oyster experts share how Oyster Solutions Software can make your Annual Compliance Calendar and Review processes easier and more efficient using workflows and automated reporting.
Oyster Solutions is one "solution" for many systems:
Oyster Consulting has the expertise, experience and licensed professionals you need, all under one roof. Follow us on LinkedIn to take advantage of our industry insights or subscribe to our monthly newsletter.
Does your firm need help now? Contact us today!
Julie-Roxane and Alasdair shares their fears, desires and plans in 2019.
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Email us at host@thefaroutpodcast.com
Credits:
Intro music: "Complicate ya" by Otis McDonald
Outro music: "Running with wise fools" written & performed by Krackatoa
www.krackatoa.com
Listen to this week's episode and explore:
Mentioned in this episode:
Ways you can support this podcast:
Email us at host@thefaroutpodcast.com
Credits:
Intro music: "Complicate ya" by Otis McDonald
Outro music: "Running with wise fools" written & performed by Krackatoa
www.krackatoa.com
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