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5 Steps to Create your Annual Plan with the Circle Calendar

When you start thinking about the next year, all the plans, activities and meetings can overwhelm you.  With the Circle Calendar, now you can figure out all your plans with few easy clicks. All you need to do is to start is to establish your annual goal.  Further, in this article, we will discuss the 5 steps for creating your Annual plan by using the circle calendar.

Establish your Goals in the Circle Calendar

The first step is to create some goals for the upcoming year.  Before establishing your goals, you should look into your last year’s achievements and see whether you managed to meet up your goal, and what was your plan.

With Calendardisc, this could be an easy task, due to the creative overview you get by using the circle calendar. With the centralized system, you can evaluate whether you should set higher goals or you should consider setting the same goals as last year.

Beyond the general goals, you can look into your Customer Service performance of your company. Keeping eye on all these goals, will help you keep your focus, establish promotion activities and reaching your annual objectives.

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Choose your Business Theme

The focus of your business is an important step in the planning process. once you have established your goals you need to create a focus action plan of achieving them. Your focus should include several things such as measuring, creating a program for your activities for a period of time.

Your focus should support your competitive issues, strategy, and goals. This, however, should have a time span, that could be a full year or even divided by yearly quarters.  Now with the Circle Calendar, you can visualize your plans and set time perspective for your activities.

Typically your goals and business theme can drive your further plans, and help you keep the focus during the year if needed.

Set your Seasonal Objectives with the Circle Calendar

By using your already set goals and putting a time frame to them, you can break down your plan by seasons, quarters or important period in your company.

With the Circle Calendar, you can easily establish goals for your current seasonal activities, and measure on them while working. Moreover, once you have established our seasonable objectives, you can set up tasks for your co-workers, and follow up on the workload.

This will give you the opportunity, to measure how fast you are moving towards your goals, and maybe make changes to your plan!

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Set your Budget with the Circle Calendar

The next important step is to create your budget for the year. Your Budget plan should be oriented towards achieving your already established goals and objectives. This may include all your Marketing activities, future developments of your product or service and etc.

Your Budget is one of the most important steps, this is due to the fact that, your budget is the thing that will support all your activities during the year.

One feature that you can use in the circle calendar, is to set a certain budget for your campaigns, departments or divide it by quarters of a year.

With the circle calendar, you can upload your budget and make sure all your departments are aware of what yearly budget they have in their hands.

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Make sure your customers are happy

Once you have established your budget, you need to focus on your main activities to make your customers happy. This step is focused around the organization of your Action Plan. Creating your campaigns has never been easier, now with the circle calendar, you can create all your seasonal campaigns or activities. Moreover, this will help you build a relationship with your customers and create value for them.

Your Action plan should be based on your Business Strategy. Moreover, with the circle calendar, you can include your team by setting tasks, you different people. This will help you follow up on the workflow and establish how close are you to achieving your goals.

In your Action plan you should, you should clarify your core action tasks of achieving your objectives. This may include Online Campaigns, Offline activities and establish a follow-up and measurement process.

By creating your campaigns in the Circle Calendar you can get the needed overview and visualization of your yearly activities, and make sure you do not have overlapping events. Furthermore, you can you can follow up on your action plan and develop it in the future if changes are needed.

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