Every business, from landscaping to the sports entertainment industry knows the importance of writing end-of-the-year reviews. Compiling together the best moments of your business’ year is not only rewarding but beneficial, as you strategically plan for the upcoming fiscal year. Below are tips on how to release a positive and all-encompassing end-of-the-year review.

End-of-the-Year Accomplishments 

Start your review with the best moments of the year. People need to feel proud after reading the end-of-the-year review despite any challenges or failures throughout the year. These moments can be spotlighting employees who met sales goals, reflecting on call numbers or customer testimonials that celebrate your business.

Tangible materials like customer emails, Yelp reviews and top-management notes can boost morale and set a calming tone to the meeting.

Weaknesses of the Year

Especially with the pandemic’s impact, there have been opportunities for improvement. Over the last year, an influx of small businesses starting up in communities has reinforced how every touch-point is crucial with new and loyal customers.

From the moment a business begins its journey, customers notice every missed communication or lack of service. Check out your reviews from the year to see where you can improve. Use these downfalls as ways for employees to hear constructive feedback in the end-of-the-year review and to take decisive action on improving those skills.

Annual Notable Customers 

When looking into the new year, be aware of which customers or clients are leading your revenue stream. Share with employees in the end-of-the-year review how they can continue building on your client base and work towards maintaining relationships. Setting steady goals and reflecting on the past year can set a firm pace with what direction your employees can take when working with customers.

Review Priorities for the Company 

And lastly, but certainly not least, many organizations have long-term growth plans in their end-of-the-year reviews. Write down your goals from the previous year and see how they aligned with the year’s progress. Based on how you met your goals, use that as guidance for priorities in the new year.

End-of-the-year reviews aren’t just about failures, they encompass employee successes, overall growth and reestablishing goals. When all is said and done, make sure to follow up with your manager and employees to ensure all questions are answered based on the review shared. Active listening and documentation will solidify discussions and the next steps. End-of-the-year reviews are not scary, they are an opportunity for reflection and new challenges.

Contact Burkhart Marketing to elevate your end-of-the-year review.