The end of the year is a great time to look back and reflect on the progress throughout the year. Most of the tools and processes I use to plan and evaluate progress are on a weekly/monthly/quarterly basis, so looking back over the course of 12 months helps me see things from a more strategic perspective.
Here’s what I like to review:
- Simplified One Page Strategic Plan – it’s great to see the one pager for each quarter of the year.
- Monthly SaaS Metrics Dashboard – so many details and important metrics that it helps to see the progress and challenges throughout the year.
- Weekly KPIs – these are the KPIs that I look at multiple times per week and track closely.
Reviewing reports from a year-end perspective is a standard part of the entrepreneurial journey. Every year is different and it helps to study the past to make more informed decisions about the future.
What else? What are some more thoughts on reviewing year-end reports?