each objective. Be as detailed as possible when developing your action steps: What specific actions must be taken? By whom? During what timeframe? Copy this planning worksheet (see
image at right) as oſten as necessary to have one planning page for each objective.
“Operations” Evaluation and Objectives For this category, consider whether your business has the resources and systems in place necessary to produce and provide the highest quality of services and products in the most efficient manner. Questions to consider include:
Business structure • Is your business structured legally and for accounting purposes in the most beneficial way, given your present situation and your vision for your work?
• Have you assessed certifications and related opportunities available to small businesses and/or businesses owned by women, minorities, or disabled persons, if applicable?
• Are you following best business practices in your field? Tese may include: Insurance Licensure
■ ■ ■ ■
Training and certifications Regulatory compliance
Technology resources Do you have electronic systems in place to support your business from both an administrative and client support perspective? Are you utilizing them to their fullest potential? • Website capabilities • Electronic communications systems • General and industry-specific soſtware/ hardware
www.datia.org
datia focus
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