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Make your planning meetings count

Tips for effective planning meetings.

At Numera we can provide businesses in the London area with support and advice on a wide range of business issues. Here are some tips for making planning meetings more effective...

We are constantly being reminded that planning is the key to business success. 'Failing to plan,' the saying goes, 'is planning to fail.'

So every so often we dutifully gather our key staff in the conference room or hotel suite. We assemble the flip chart, distribute the Post-it notes, and begin the familiar ritual of brainstorming goals and objectives.

No change

At the end of the day we return to our offices with the next three months' goals:

'Become more customer-focused,' 'Improve procedures,' 'Strengthen teamwork' and so on. And of course nothing changes. So how can we make sure that our planning meetings really do have a beneficial effect on the business?

Avoid conference-speak

It is very easy to fall into the trap of communicating with each other in a detached 'conference-speak' that virtually ensures any goals or objectives we articulate are too vague to be implemented. The result is, of course, that such exercises gradually lose their credibility and the opportunity to make use of employees' energy to make significant progress is lost.

However, if approached in the right way, it is possible to make planning a meaningful activity that contributes to real improvements in both performance and profitability.

Five-point planning procedure

The overall objective of a planning exercise must be to set measurable goals to be accomplished within a specified period by implementing clearly defined procedures.

Try following this five-point procedure:

  1. Limit your wish list to two or three projects. Long lists tend to lead to unstructured business rather than measurable progress
  2. Avoid vague or clichéd objectives. Spell out in plain English precisely what is to be achieved, by whom and by what means
  3. Establish clear criteria for measuring progress and assign someone to do just that
  4. Specify how the plan may be modified, if at all, as it is implemented
  5. Agree a definite time and place to evaluate the final outcome - and be sure to conduct that evaluation

Progress in business does depend upon planning, but only if that planning is practical, measurable and subsequently implemented.

If you are in the London area and are looking for support and help from experienced accountants and business advisers, contact Numera.

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Company details

020 7794 5757

Numera, 4th Floor Charles House, 108-110 Finchley Road, London NW3 5JJ

Numera is a trading name of Numera Partners LLP | Company Registration No. OC365787 | Place of Registration: England & Wales | Registered to carry on audit work in the UK by the Institute of Chartered Accountants in England and Wales.

About us

Numera is a newly established forward-thinking firm of chartered accountants, with over 25 years in experience of audit, accountancy, taxation and business advisory services.

We work with clients in a large variety of industries and sectors; from sole traders to multi-million pound turnover organisations. We aim to create and maintain a close relationship with our clients. By being so involved, we are able to identify opportunities for our clients as well as possible risks that our clients may be faced with.

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