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Your Planning FoundationsThis is your U-CAN NEEBS Model – outlining the Nine Essential Elements of Business Success. It is your quarterly personal audit checklist. It covers all the key areas of business and you need to consider your personal goals too – your Home Team. The 4 boxes under each section are for you to score yourself (out of 10) on each of these areas each quarter.
This will help you to decide which areas you need to pay particular attention to in the quarter ahead.
Vision, Mission &
GoalsStairway to Heaven; Vision Books/Charts;
Weekly Focus
MarketingMarketing Plan Template
- esp Who & Where; On/offline;
USP & Guarantee
Operations & Admin
Systems & technology; database; checklists;
communications; on/offline; audits
TimeDaily/Weekly/
Monthly/ Qtrly/Annually;
Reviewing & Planning;In & On business
SalesNumbers; Targets;
Activity;Testing & Measuring;
Adjusting
TEAMRecruitment;
Personal & Professional Development; On/Offline;
Keys to a Winning Team
FinancialsBudgets/Actual;
In/Out;Dashboards;
KPIs & Reporting
DeliveryOnline;Offline;
Products/Services;Post sales/servicing
ResultsReviewing;Planning;
Testing & Measuring;Adjusting;Celebrating
