The next step in our annual planning process in Propel Your Business is to reflect on your health score or update your health score in the software.
When I land on my company, I’m going to go to the Health section.
If you do not see this tab or do not have a health score in the software, either contact your company administrator or the professional service provider who introduced you to the software.
Here I’ve landed on the health of my business. I can look back at the health score change log and review all of the changes I’ve made over the last year in terms of increasing the health of my business and, subsequently, the enterprise value.
To have an easy look at this, you can export it into Excel or Google Sheets and then view it by key area.
The first step is to reflect on what was completed during the year. You may also need to update your health score. Here, I can update any one of the 24 value drivers by simply changing the score and adding what was done to change that score, then hitting Save.
The last thing we’ll do here is reflect on the key areas where you would like to see the most growth in the coming year, based on your current score. You may have some areas where you’ve scored relatively low, and these may be the areas you choose to focus on later when we start to identify initiatives and goals.