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business checklist

Create a budget for the upcoming year

Review and update financial statements

Set financial goals and benchmarks for the year

Evaluate current marketing efforts and results

Research and identify new marketing opportunities

Develop a marketing plan for the year

Update and review operational processes and procedures

Evaluate and improve efficiency in day-to-day operations

Implement any necessary training or development for staff

Review and update employee handbook and policies

Conduct performance reviews and set goals for employees

Plan for any necessary hiring or restructuring within the organization

Review and update any necessary legal documents or contracts

Ensure compliance with all local, state, and federal regulations

Consult with legal counsel on any potential risks or liabilities

Assess current technology infrastructure and identify areas for improvement

Develop a plan for upgrading or implementing new technology solutions

Train staff on any new technology tools or systems

Review customer feedback and satisfaction scores

Develop a plan for improving customer service processes

Implement training for staff on best practices for customer interactions

Evaluate current sales performance and identify areas for growth

Develop a sales plan for the upcoming year

Train staff on sales techniques and strategies

Identify potential networking opportunities and events

Research potential partnerships or collaborations with other businesses

Develop a plan for increasing visibility and connections within the industry

Define key performance indicators for each area of the business

Monitor progress towards goals and adjust strategies as needed

Celebrate and recognize achievements and milestones throughout the year

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