The Three R’s to Goal Setting in a Small Business

The Three R’s to Goal Setting in a Small Business

Starting in 2017, I decided New Year’s was not only a great tradition to set for the company to celebrate the holiday season but a way to reflect on met goals and setting new ones as a team.  By looking at the year before as a collective, everyone’s contributions as a team are recognized; furthering a sentiment of cohesion and teamwork. Having our holiday party thereafter became a great way to bond and renew hope for New Year goals.

We continued this tradition in 2018 and it proved to be incredibly effective with major goals. I think a few different elements play into why this works. The first being accountability. I don’t know how many macro level goals I’ve set for the company but because they remained in my head, they never came to fruition. It is very easy to get side tracked with day-to-day operational tasks that you can lose sight of the bigger picture. Because of this, you are not spending any time on strategy and implementation. For an example, are you looking to expand services? What services are you looking to add? How are you going to add it? What is the cost benefit and how much more resources will it take to implement it?  A company should not only just function, but flourish.

Secondly, by sharing company goals with employees, you are essentially proclaiming your growth. In doing this by faith, and in works, not only do you build trust between staff and management but you’re also demonstrating the importance of follow through. Ideally, your staff should reflect your work ethic. By sharing larger goals, your team is affirmed in the necessity of drive and accountability. Essentially if you assign a project to an employee, you are expecting them to take the helm and not only orchestrate but also produce quality work in a timely fashion. But, can you do this? Leading by example is far easier than by commands.

Lastly, having a deadline matters. Even if you spend the second half of the year scurrying to meet your goals, this is better than having put in no effort come the following year. Small steps are still movement! There’s a personal goal I’ve had for this business for almost four years and it wasn’t until last year that I even started to set it in motion. Now that I have the tools, I feel more motivated to complete the goal.

To make our goal setting meetings thorough, I use the three “R’s”.  We reflect on the previous year’s goals and accomplishments (“In Review”), the New Year goals (“Resolutions”) , and then concluding with any exciting benchmarks that reflect on significant growth and/or sentimental value (In “Retrospect”).  Here is how I formatted the three R’s with some examples of bullet points:

In Review:  2017’s Resolutions

  1. Double our numbers from last year. (Did a recap of how we met this.)
  2. Gain 2+ new insurance contracts. (Cited two new contracts we gained.)
  3. Find a new, prime location for our office. (Reflected on our move and how grateful we were to find the right location.)

2018 Resolutions:

  1. Double our referrals from 2017.
  2. Gain 2+ new insurance contracts (Listed a few insurers we will tackle).
  3. Strengthen our commitment to clinical and therapeutic results. (Cited how we will do this.)

In Retrospect:

In 2017 PRHSInc experienced the incredible benchmark of hiring two new full-time employees and finally being able to add the owner to our payroll. At the core we want to maintain an ethos of quality over quantity. We are a family and do not want to lose the cohesion and heart that we’ve put into the foundation of this business. Remember that you are a member and your presence matters. We are looking forward to 2018 and going into it with much hope and faith.

After our meeting we went out for dinner and drinks. The New Year represents reinvigorated hope and purpose. To share this with those you spend such a significant part of your days with reinforces perspective. Scripture tells us “Let’s not get tired of doing what is good. At just the right time we will reap a harvest of blessing if we don’t give up” (Galatians 6:9-11). When you set goals by faith and action, even if you are not religious, what you are doing is habituating trial and error. When a goal that you made does not turn out, despite persistence, it is easier to regroup and try again when it has been quantified. If you have a destination to go to by a certain time, and there’s a road closure, do you go back home or do you use your GPS to find another route? You may be late but you will still arrive at your destination!

Here’s to hitting the road running in 2018 and being able to see how far you’ve gotten by 2019. Happy New Year!

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Holiday Gift Guide for the Lazy Boss

Holiday Gift Guide for the Lazy Boss

Not only am I lazy but I’m also tired. We’ve added two new hires and it’s our busy season. I’m tired.

Here are great gift options on Amazon that don’t break the bank, maintain religious sensitivity, and if you order them today, will make it in time for Christmas, before the end of Hanukkah, and just in time to seem like you really do care. In no particular order:

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Gold Monogram Coffee Mug

I just recently bought this for an employee and it’s just as beautiful as it appears. Great for coffee or tea drinkers. Make it more festive by adding some instant coffee packets, a tea variety pack, or a gift card to Dunkin or Starbucks. Boom.

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Waterproof Bluetooth Speaker

These are awesome. I’ve had mine for a year now and it still holds a great charge, range is good, and the volume and sound quality are great. Cost is delicious.  A perfect unisex gift. If they have one already, it’s a great gift to re-gift anyway. 

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Electric Massager

You know that one person who has a new ailment every week? I’m sure they’ve complained about back pain or some sciatic nerve issue. This guy is rechargeable, small, and packs a punch. Get it in black for Dante, or in pink for Susan. Throw it in the bag!

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Ganesh Leaf Incense Burner & Incense Variety Pack

Perfect for that employee who is about that relaxation life, or needs to be about it. I bought this for a gentleman caller who no longer exists. The holder looks nice and the incense variety pack smells great.

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Bluetooth FM Transmitter

It’s 2017 and there’s no reason why you should be forced to listen to the radio. The sound quality on this guy is excellent. There’s hardly any issues with static and it’s easy to set-up. Give it to Charlotte who still drives the car they got in high school. (It’s me, I’m Charlotte.)

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Phone Case with Kickstand & Flip Cover

I bought this for an employee and it’s so pretty. This particular one is for the Galaxy, so obviously augment to fit the person’s phone. But there’s no reason why in the year of our overlord Trump 2017, anyone should be walking around with a cracked phone. Get it in black for Bob, or in purple for Bob.

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Scratch Off World Map

I bought a comparable version for a dear friend of mine and it’s the perfect gift for the intrepid traveler. It, aesthetically, looks really beautiful and elegant as well. Great for dude or dudette.

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Amazon Gift Card

Give Bezos his coins and keep your sedentary lifestyle. You can have a card in a box shipped, have the card e-mailed, or print it. Gift cards in general will save you a lot of strife and energy. Best of all: a lot of other retailers offer an e-mail or print option so you won’t even need to move your legs. I’ll be buying myself, on behalf of myself, a gift card to Sephora.

If you are stuck on what to get your boss; I want a massage. You guys can all pool in and collectively get me one. Thank you. Happy Holidays!