The Small Business Black Holes with Alan Pentz

Monthly Check-ins Beat Quarterly Marathons: The Math Works

May 6, 2025
Explore how traditional lengthy business planning can be streamlined into productive monthly check-ins. Discover the game-changing role of AI tools in making these sessions more effective. Learn why setting clear, actionable steps within the first month is vital for success. The hosts emphasize the importance of accountability through regular updates and structured meetings. Transform your planning process with insights on how to achieve the same outcomes faster, using fewer resources, while maintaining strategic focus.
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ADVICE

Condense Annual Planning Efficiently

  • Compress annual strategic planning into 3-4 productive hours using pre-meeting analysis.
  • Use AI and team memos for efficient preparation, enabling focused in-person reflection and planning.
ADVICE

Monthly Initiative Check-Ins

  • Conduct monthly check-ins to review quarterly initiatives and keep strategic focus fresh.
  • Drop non-priority initiatives and learn from changes to avoid wasting time on irrelevant goals.
INSIGHT

Learn From Changing Initiatives

  • Forcing completion of outdated initiatives wastes resources and misses root problems.
  • Changing priorities reveal deeper company issues that require strategic adjustment.
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