Effective and Personal Management Solutions

Managing Director Insights

Planning Season

12/13/2023

About 65% of publicly traded companies use the calendar year as their fiscal year.

Most closely held companies (private) use the calendar year as their fiscal year.


‘Tis the season …

Planning Season.



Typical planning sessions go like this (individually or company-wide).

Set goals.

Develop Action Items.

Talk it up big.


Everyone takes time for holiday break.


Year starts.

Then everyone just runs and guns managing the day to day.



The Best Practices for Managers to Support Planning:

1. Make sure Measure and Monitoring tools and systems are in place, so that you can track progress against plans

2. Continuously adjust the plan based on:

Market Intel

Customer Feedback

Employee Feedback



Looking forward to our Q4 Recap, and developing plans for 2024 and beyond.



Curious about your plans for planning on the survey below.

26-37, sunshine.


Make it a great day, everyone!



hashtag#SCNrecruiting hashtag#SCNinsights hashtag#SCNhiring

SCN – Search Consulting Network

Do you and your company have plans on how to grow in 2024? (Please share best practices in comments below)

The author can see how you vote. Learn moreDo you and your company have plans on how to grow in 2024? (Please share best practices in comments below)

No

17%

Yes – but not detailed

36%

Yes – very detailed

47%

Other – please comment below

Jim Guerrera

Author Info

Jim Guerrera

Jim Guerrera, Managing Director, founded SCN in 2000. Jim is primarily responsible for the development of the leaders at SCN, strategic planning, the hiring and development of company associates, culture leadership, core value leadership, sales le...

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The importance of truly listening, and understanding your wants and needs, cannot be overstated.