04 : New Year Planning (Part 2 - Business)
Podcast: The Daily PennyPublished On: Mon Dec 29 2025
Description: This is Part 2 of this reflection and planning series. Check out THE BLOG POST for this episode!@THESALESGIRLSOFFICIAL get credit for Part 1 (SWOT Analysis) of this podcast!There are 2 parts to today’s episode, and there are takeaways in here for everyone listening, regardless of whether you run your own business or not. Part 1 is focused more on the operational side of things, and part 2 is focused on the financial side of things. Part 1: Operational Focus - 5 Step ProcessStep 1: SWOT AnalysisStep 2: Brain Dump Your SWOTStep 3: List Your AccomplishmentsStep 4: Create a 3-Year PictureStep 5: Create a 1-Year Plan (based on that 3-year picture)Part 2: Business Financials Focus - 5 Step ProcessStep 1: Review the Previous YearStep 2: Create Spreadsheet for New Year FinancialsStep 3: Project New Year Based on Highs / Lows from Previous YearStep 4: Plan Out When to Launch Offers
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