For the busy service provider who needs a kick-start to strategically planning the month(s), quarter(s) and year ahead!
This template is designed to help you begin using it immediately.
✓ A mini training on how to strategically review the current or past year(s), and define a path forward for the new year
✓ Step by step instructions on setting your goals for the new year
✓ 3 List Views to help you eliminate the data overwhelm for quick progress review
✓ Kanban view to quickly visit goals by current status
✓ Ideas and brain dump KPI document to assist you in turning ideas into action plans.