1. EXAMPLE PRESENTATION FOR QUARTERLY MEETINGS
WORKING YOUR BUSINESS PLAN

2. Addressing my goals challenges
What Do I Want From The Group?
Addressing my goals challenges
Beyond the 2013 Issues, What Do I want to spend time on today:

3. THE BIGGEST ISSUE MY COMPANY HAS TO FACE
• This Quarter: 1. 2.

4. FINANCIAL SUMMARY
LAST YR PROJECTED FOR ACTUAL THIS YEAR Q - 3
GROSS REV: $ $ $
NET REV: $ $ $
# Employees: __ __ ____

5. Major Issue Your
Company must address
To achieve this goal by
year end
2013 GOALS *

6. 2013 GOALS: GOAL #1 – Actions that will achieve the goal
Actions Person Responsible *

7. 2013 GOALS: GOAL #2 – Actions that will achieve the goal
Actions Person Responsible *

8. 2013 GOALS: GOAL #3 – Actions that will achieve the goal
Actions Person Responsible *

9. WHAT IS THE MOST IMPORTANT PROFESSIONAL GROWTH ISSUE I FACE IN RUNNING MY COMPANY
WHAT AM I DOING TO ADDRESS/LEARN/IMPROVE RELATED TO THIS ISSUE?

10. What do I need to do/accomplish between now and
the end of the year and why is this important?

11. WHAT I BELIEVE WILL BE MY COMPANY’S LARGEST ISSUES FOR 20141. 2. 3.

12. What long range (greater than 24 months) will my company address in 2014?
What conversations are we having around this issue
Why have we not tackled this issue before?
What have we tried around this issue and what has not worked?

13. Addressing my goals challenges
What Do I Want From The Group?
Addressing my goals challenges
Beyond the 2013 Issues, What Do I want to spend time on today: