Q3 Checklist

The third quarter of the year is underway and you have the next six months to meet or exceed the goals you’ve established for 2013.  This is the ideal time to evaluate your business’s strategic plan and determine areas of opportunity that may not have been evident at the beginning of the year.

Salesby5 has been helping companies grow strategically by utilizing principles based upon “Mastering the Rockefeller Habits,” a book and program developed by Verne Harnish.  Being well versed in Harnish’s methodology, we train business leaders and staff how to transpose high level strategies into daily tactical goals.  To get a better understanding of this proven system, review the Rockefeller Habits Checklist and try this process:

  • Begin Q3 by evaluating the results for the preceding months and note areas of strengths and weaknesses.
  • Next, identify the No. 1 goal that must be accomplished by September 31 and have your team establish a reward up front for meeting and/or exceeding it.
  • Then identify five priorities which directly support the primary goal for the quarter, and rank them accordingly.
  • Use metrics that are relative and include a theme to keep the momentum on high. ■

Salesby5 can help your team align and focus on the top five things that are most important for growth this quarter and this year.  See our Business Growth Workshop that fixes people, problems and strategy in a few hours.

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