Boss Lady

Keeping business goals on track during the end of the year


Let’s face it, the end of the year is one of the craziest times for your business. With multiple holidays and year end goals to be met, it can be hard to continue producing quality work.

You may be on track to hit your goals when the flu sweeps through your office. Or depending on where you are, someone wishes very hard for a white Christmas and a snow storm shuts down roads.

However, it doesn’t have to be that way for your company. Executing some of the practices below can make meeting end of the year goals easier.

Planning ahead

Taking time prior to the rush, can help you and your team stay on track. Before to the last two months of the year, think about:

Time off / celebrations – Ask everyone to submit or notify you of time off at least a month in advance. That way, you can share and plan accordingly with other department leaders or the whole team which individuals will be available or out of the office.

If you are planning an office party or other activities, follow the same rules. Give your team a chance to check their calendars to see if the date you selected is open for them.

Gather feedback about company goals – Do a preliminary review of company goals for the year. Gather the positives and negatives from trying to achieve these goals. Make a list of questions about how goals were met or will be incomplete. See if your team has any input or ask them to start building their own list of recommendations and feedback.

What jobs can be done ahead of time – There will be tasks your team can execute before the end of the year rush sets in. Schedule blog and social media posts. Make a deadline for easier tasks that may be lost in larger projects.

Knowing what work needs to be done before the end of the year allows you to more easily prioritize by reverse engineering your game plan based on end of year projections. If a client or your company has a promotion or project that needs to be wrapped up, make sure you’re on track in October. That way during November and December you can focus on either smaller problems or project support.

Develop a list for the New Year – Build and develop a list of thoughts for the new year. Think about your company’s goals. What processes could be updated or improved? Plan ahead to spring cleaning and what needs to done during that time. Are you thinking about doing a website update or brand change? Collect your thoughts or ask team members to gather their own ideas.


Utilizing spreadsheets – Create a universal spreadsheet for everyone to use. Keep track of which team members is handling a job or task. Set a goal that appears on the sheet. Depending on your team, list each aspect of a task or simply list jobs to be completed before the end of the year.

Scheduling time to check-in on employees – It’s the end of the year, and a good time to see if employees have feedback for you or vice versa. Did they have goals for the year? Determine if they completed that goal, and set new ones for the following year.

If they did not meet their goals, go over what roadblocks or other problems they faced. Get their feedback on improvements or suggestions that they have for the company.

Offer the chance for an employee review. It will let them know how they performed not only in the closing months, but over the course of the whole year.

Make sure each employee is sure of their tasks / goals – Meet with your team often to ensure everyone is on the same page. Offer opportunities to meet on each individual’s assigned tasks or jobs to be done. Remember that everyone has a lot on their mind during this time, so repeating something more than once can be helpful.

Apps to use – To help you meet your goals, use any of the following platforms:

iDoneThis – Have team members check in daily and receive a high level view of the team’s progress over time. It can also organize what’s done, in progress or will not get done.

  • Wunderlist – Organize your to-do list, and share it with multiple people. Set daily reminders or due dates as well.
  • Asana – Share details and assign tasks, all in one place. Follow projects and/or tasks to hit deadlines that can be mapped out over time.

Review your goals / set up new ones

Check if you will hit this year’s goals – Are you on track to meet this year’s goals? Is there a way to meet your goals if they are not on track?

Meet with team members to go over any last steps needed to meet your goals. Start discussing why certain goals cannot be met this year. Take notes on what did and didn’t work when achieving your goals.

Think about what your goals will be for next year – Keep a running list of what you want to do next year. Knowing what was completed or not this year, can help you start building what you want to do in the future. Think about your intentions or where you want to be in the next 5 years. Use the information you’re gathering now to help you determine what can and cannot be done in the following year.

Don’t plan to do it all in one day – Rome wasn’t built in a day, and neither should your business goals. Spread it out over a week or even a month. Schedule meetings to go over what ideas your team has collected over the week. Bring in experts from the outside for their opinion or input on your current goals and what you want to do next.

The end of the year can be a stressful times for business. However, by preparing during earlier months and knowing what goals need to be completed, it can be smooth sailing.

About Amanda Peterson

Amanda Peterson is a software engineer from New York City. Her aim is to explore how changes in technology affect personal business growth and professional development, especially for women.

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