Here are some key questions to ask yourself at the beginning or end of every month. These questions will help you support and grow your practice.
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Cash flow questions
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Are invoices issued and up to date?
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Are receipts from invoices in the bank?
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Are supplier invoices paid within terms agreed?
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Business profile questions
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Are website and social media updated with any software plugins and personal/business profile changes?
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What network meetings or training events are planned in the diary?
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People issues questions
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What one-on-one and team meetings are planned for the month?
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Are payments to any associates and staff settled and in line with cash receipts?
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Are internal development and coaching/supervision sessions planned and/or completed?
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