Episode 232 - Let’s Assess Your 2023 Using the “Last to Now” Framework

Recap

In this episode, you’ll discover:

Assess your 2023 current business using the proven APPEAR Process
Identify Where Did You Win – and What Did You Learn?
Identify the constraints on your business that need to be addressed to have the best year ever in 2024
Understand the Base Case, Best Case, Worst Case construct and how to apply to your business.
Turn your Mission into a Math Problem – so you are not dealing with People Problems.

Episode Highlights

02:10 – The importance of energy and leadership during the end-of-year transition, as it sets the tone for the new year.

05:02 – The framework for organizing the last six weeks of the year, focusing on capturing wins and lessons learned.

09:02 – Writing a narrative of the past year’s events, including measurable achievements and challenges, and using that information to plan for the future.

14:22 – Discover a vision casting exercise for 2024, starting with a story in your mind and quantifying it into measurable goals.

17:53 – Using Base, Best and Worst case scenarios to set intelligent goals

20:05 – Creating a culture of buy-in and achieving goals through a preventative approach.

24:30 – Tracking progress and making adjustments to meet growth targets, with a focus on investing in new initiatives and overcoming unexpected challenges.

28:34 – Documenting the current state of the practice, defining the desired future state, and creating a strategic plan to achieve growth and success.

32:55 – Dr. Erik Kowalke, SKED, joins Dr. Pete as part of this week’s Success Partner interview. Listen as they engage in a thought-provoking conversation with Dr. Erik about the importance of being intentional and leaving a lasting legacy. Dr. Erik shares insights on the power of convenience in a fast-paced world and how businesses need to adapt to meet the changing needs of their clients and how SKED can help you achieve this with a virtual CA.