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End of Year Checklist

Can you believe its almost the end of the year? Here’s a simple checklist to complete for December.

™        Back up your computer. Don’t know how? Ask James Orsinger.  703-303-3026
™        Send out holiday cards (only if you didn’t send Thanksgiving Day cards)
™        Go thru files one letter per day.  “A” on Monday, “B” on Tuesday etc. Get rid of dead weight. Send a card to anyone you haven’t seen in a while.
™        Prepare your holiday gift certificates. Most purchases will be made on Monday December 23 and Tuesday December 24 so you haven’t missed the opportunity.  Drop into Staples or your local office supply store and they can help. Don’t make them too Christmas-ie because you want to be able to use them all next year. I would get a gift boxes to put the certificates in to class it up a bit.
™        Set some SMART goals. Smart means intelligent, but it also means Specific, Measurable, Attainable, Realistic and Timeline.
™        Write a letter to yourself as if it’s this time NEXT year. “Dear Jodi, This has been a great year. We have had SO many successes…”
™        Save all gift certificate money in a savings account. Yes. Save it. Don’t spend it. When the certificate is redeemed, pay yourself out of savings.
™        Evaluate your sheets, blankets, bolsters. Are they still in good shape. If your client were to ask for the blanket to be removed, would the sheet still provide a thick enough covering?
™        Evaluate your room design and furnishings. I like to suggest you have a yard sale in your own house or office. Take all the artwork, prints etc off the walls in every room. Re evaluate where they are hung. It can give a whole new feel to your space.
™        Pick your CEUs for next year. Confirm you know your renew date for your state license, national certification and any other licenses or permits. 12 CEUs a year are recommended. 24 every two years is required. Contact NCBTMB if you have questions about your certification. Lots of new information on their website.

Finally, take some time off. Christmas and New Year’s Day fall in the middle of the week on a Wednesday. Give yourself some well-earned, scheduled, time off.  For example let your clients know you will be off on Tuesday, Wednesday and Thursday December 24, 25 & 26. Appointments available on Friday December 27 and over the weekend. You’ll be off Monday, Tuesday and Wednesday December 30, 31 and Jan 1. With appointments available on Thursday January 2 beginning at 10am.

That’s super clear and will have you rested, ready and hungry to begin the new year!

1 Comment

  1. wonderful points altogether, you just gained a new reader. What would you recommend in regards to your post that you made some days ago? Any positive?

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