How to Do Your Own Personal Year End Review for a Better 2016

Why a Year End Review…

How would you like to approach 2016 with much more insight, wisdom and focus than you’ve ever possessed?

How would you like plans and decisions to jump off the page?

How would you like 2016 to be the best year it can possibly be?

You can with this simple, but profound exercise as 2015 closes out.

In order to maximize 2016 you need to properly assess 2015. You do this through a simple but profound Year End Review process.

You can always go forward better if you know where you’ve been and where you currently are.

We suggest each of our clients (and personally to our friends) to do your own Year End Review.

Ideally, you set aside a large block of time, or several extended blocks where you can give your Year End Review special focus.

Try to avoid interruptions during this time.

The review consists of simple questions that we guarantee will provide profound insights.

What You Need for Your Year End Review

You’ll need (if you don’t have some of these don’t worry, these are ideal):

• a piece of paper or computer to record your answers
• a list of 2015 goals (if available)
• your 2015 meeting appointment calendar
• a print out summary of your personal and/or business finances (expenditures and revenue)
• a time audit (if you completed one, if not just do this in 2016).
• a journal or diary

I try to print these things out as I like to complete this process as offline as possible so I don’t drift into other areas. But whatever works for you best is best.

Here is the Simple Process for Your Year End Review

These may seem like simple questions. They are simple but not easy to fully answer. Reflect deeply. They get progressively more challenging.

Review Your Goals

Hopefully you had formal written business and life goals, but even if you didn’t, probably had some internal goals, some things you wanted to accomplish.

Ask the following questions of each goal:

1. Was this the RIGHT goal in hindsight?
2. What the result of accomplishing or not accomplishing this goal?
3. What obstacles slowed or prevented the goal from being accomplished?
4. How can I eliminate those obstacles in the future?

After the Year End Review, you’ll be more prepared to set, clear written 2016 Life and Business Goals.

Review Your Challenges

Life has a way of dealing us some unexpected problems, challenges and obstacles.

1. What expected problems occurred?
2. What unexpected problems cropped up this year?
3. Is there any way I could have better foreseen these problems?
4. What were the solutions to each of these problems?
5. How did I arrive at the solution (useful for this year’s problems)?

At the end of this exercise, you can create a list of best solution methodologies for 2016 for the problems that will arise.

Review Your Appointments

Time is more valuable than money. Therefore it is important to review each appointment you had to see what “fruit” occurred from them.

Grab your calendar or appointment book and do a quick assessment of each appointment.

1. Did I go into each appointment with a clear objective (even if it was to improve the relationship)?
2. How well was that objective accomplished?
3. Where expectations clearly set? How could I have set them better?
4. Did the person(s) follow through on action items? Did I?
5. What fruit occurred because of the meeting/appointment?

Every meeting you have should now be more filtered and focused because of this insight.

Review Your Finances

Print out a business or personal lists of budget, expenditures and revenue/income.

1. What money was well spent? (good expenses/investments)
2. What money was poorly spent (sounded like a good idea, but didn’t pan out)?
3. What money was carelessly spent (not enough research put into the expense)?
4. How could you have increased revenue/income (upselling or parallel services, better pricing models, asking for raise, etc.)?
5. What financial and or investment opportunities did you miss out on?

You now have more financial wisdom on how to approach 2016.

Review Your Time

Each year you should strive to do a time audit. We do ours on 15 minute blocks for two weeks four times per year. (Plus as an agency we are always running timers, so we have that backup, as well.) The time audit seems cumbersome, but it is one of the best tools to show you how you are REALLY using your time.

You can use one of many online time tracking tools or do it on a spreadsheet or notebook paper.

I once had an intern who said he didn’t have time to read an extra book a month for self-growth. Once he looked at his time audit, he realized just how much time he had spent on TV and gaming. Soon he was reading a book a month easily.

For personal use, I recommend doing the time audit from when you wake to when you go to sleep. This will give you the truest since of how you invest your time.

Categorize your time into blocks.

My personal blocks are (not in order of priority):

• New business acquisition
• Moon and Own internal work (working on the agency)
• Client Work (I have several sub-categories)
• Spiritual Development (self and others)
• Personal/Business Skills Development
• Exercise
• Focused Family Time
• Entertainment/Relaxation
• Eating
• Sleep
• Other

Warning: You will say, but this wasn’t a normal two weeks. I have reviewed many time reviews with people. They say this every time they hand me one. I have news for you. It was the week that was. You do this exercise enough and you’ll find there is NO such thing as a normal week…ever.

Review Your Legacy

Why are you on the planet?

What do you MOST want to leave behind?

Maybe it’s the way you shape your children to shape future generations, maybe it’s a book full of wisdom, maybe it’s a group of men or women who are more successful because of your investment in them, or maybe it’s a solid business that lasts into the future.

1. What primary legacy do you want to leave behind (take your time)?
2. What did you do this year to foster that legacy?
3. What legacy work should you have done in 2015 that did not get completed but could in 2016?

Your legacy is your most lasting impact. It is what remains of your life and work long after you leave this earth. You can now better ensure you spend time creating it.

Review Your Journal

I am a BIG proponent of journaling. My journal includes wisdom, quotes, and verses that spoke to me.

I also include how I was feeling emotionally/energy-wise and what challenges, opportunities, and goals I had in front of me. It also includes relational challenges as well as any blessings that occurred. I try to have a gratitude list, too.

Mine has prayers in it, but yours doesn’t have to.

If you didn’t journal, reflect on key moments of the year.

1. What are the three biggest life lessons I learned this year? (Look for patterns)

Take these lessons with you as life learned. Put them into continual practice.

Review Your Relationships

This is perhaps the most vital because the key to your success is the relationships you have. This is true both personally and in business. People will best carry on your legacy. People will gather around you when you are on your death bed. People matter!

1. Make a list of your key relationships.
2. How well did you invest in that relationship (What did you well? What could you have done better?)
3. Did you exhibit love, joy, peace, patience, kindness, goodness, gentleness, faithfulness and self-control towards that person?
4. What was your relationship with God like in 2015?

You now have greater insight into which relationships to focus on in 2016.

NOW You are Ready to Prepare for 2016

Completing the review takes time and energy, but I promise it will pay huge dividends in terms of 2016.

After you complete the review you should be set with a strategy for:

Set Goals

Create 3-5 meaningful goals for you, your business or role in it, and your family (if applicable).

Try to make them measurable with milestones.

Prepare for Challenges/Problems

Have a solutions methodology in place for problems that arise (who you call, what processes you use to problem solve, etc.) and hopefully foresee them earlier.

Secure Finances

Make a list of what expenses you will eliminate or reduce, create a better budget, and make a plan to increase revenue or income.

Set Appointments

Better schedule meetings and appointments with the right people and lead them in the most effective way.

Set expectations and objectives better for each meeting.

Plan Time

Better spend time in your core blocks, know where you are spending your time, and eliminate wasted time.

Schedule your weeks of vacation for 2016 NOW so you have that refreshing time blocked out.

Build a Legacy

Ensure you spend energy and effort on securing your legacy in 2016 by planning concrete activity towards it.

Start Journal 2016

Bring the three life lessons clearly stated into 2016 with you. This can keep you from having to painfully relearn them. If you are faith based, this will give you insight on what you want to change in terms of your relationship with God, as well.

Grow Relationships

Know whom you need to invest in and grow your key relationships. Put down some real-world investment in others strategies.

DO IT!

Your Year End Review is KEY to accomplishing all this. I beseech you, carve out time to do your Year End Review in the next two weeks, and GOOD THINGS will come from it. I guarantee it. There is no better way to spend your time in the next couple of weeks.

Don’t let 2016 “just happen” to you. Lead 2016 to where you want it to go.

The post How to Do Your Own Personal Year End Review for a Better 2016 appeared first on Moon and Owl Marketing

Small Business Logo Design: The Morgan Electric Rework Case-Study

Recently, Morgan Electric called upon Moon and Owl to redesign their small business logo and their website. After having the same logo since 1983, an overhaul was desired. (But an overhaul that could serve multiple decades into the future, too.)

Small Business Logo Design: Where to Start

Creating a logo for your business may seem like a challenging task for the non-creatively inclined owner . A good designer will help you first understand the purpose of your logo and how it can complement your brand.

We worked with a small business in Fort Worth, Morgan Electric, to  create a logo that can stay with them for a long time. We know that a logo has to be workable in multiple mediums, on their website, signage, print, billboards, events, vehicles and more.  Your logo is like the visual mascot of your business. It is the symbol that people will quickly identify with your brand.  With all that amount of exposure, you’d better not just like your logo. You’d better LOVE it!

Morgan Electric Before and After

Morgan Electric’s logo had been adequate for them for since 1983. However, it was very complex, not easily legible and definitely needed an upgrade. It also quickly lost recognition when placed in a black & white or gray-scale presentation.

Moon and Owl listened to owner Ronnie Morgan, and we quickly understood the deep sense of Texas pride that saturated him and this Dallas-Fort Worth Company.

They had originally thought they’d merely use MEI (short for Morgan Electric, Inc.) on their logo, but in our research people who were already very familiar with this Keller, TX iconic company didn’t recognize the MEI shortening of the name. In fact, everyone tends to call them “Morgan Electric.”

The client agreed to keep his name in the longer form. We wanted something that worked in a simpler color scheme, including gray-scale and black & white.

Previous Logo

Morgan Electric previous logo before M&O redesign

Morgan Electric Logo Created by Moon & Owl

Morgan Electric Logo Design by Moon and Owl

Works well in grayscale, too.

This new small business logo clearly states both the company name and reinforces the rich heritage of Texas ownership. The client is extremely happy and is getting very positive feedback from their commercial and residential customers.

When Designing a Small Business Logo, Remember

1. Simpler logos are typically better.

Keep your logo clean and simple. Too much clutter, color, and text can be distracting and unattractive. they All the extras will detract from your objective, being remembered. Develop a brand color palette and focus on one, two, or three colors that fit your brand. Don’t select a random symbol. Find one that connects to something unique about your relevance to your customers and to the products or services you offer.

2. Reinforce the tone and persona of your business in your logo.

Your business has a “tone” or a persona to it. No one is going to want to trust a high-authority-needed business (think physician, lawyer, etc.) to a business with a quirky, cartoonish logo. You want certain businesses to emanate steadfast professionalism.

On the other hand, some businesses are quirky, fun and lite and your logo design should reflect that fact.

3. Differentiate from your competitors.

Take the time to look at your competitors’ logos. Make sure your logo sets you apart from your competitors in no uncertain terms. But to do so don’t violate #2 above.

4. Avoid symbol only logos if you are a newer business.

Yes, Nike, McDonalds, and Apple can get away with a symbol only logo. Most likely, you aren’t there yet. These companies have spent millions on brand recognition and have earned the right to drop the print version of their name and still have you recognize them. While this is where we all want to end up in business don’t start this way.

Ideally, you’ll pick a symbol and typefont that are unique enough that, one day, should you achieve such a milestone as these major companies, you’ll be able to go symbol only if you want to. Keep in mind, giants like IBM, Ford, and others have kept the typefont (word version) logos of their names throughout their existence.

5. The more colors, the more the logo will cost.

That rainbow gradient logo might look great on your computer screen, but when you the printer quotes you the cost of full 4 color process printing on a piece that could have been two color if only your logo would submit to such a rendering, you’ll be not nearly as excited. Each color will cost more in print.

In fact, make your designer show you a grayscale and black and white version of the logo so you can see how it translates.

5. Be picky about the final file format in which your logo is delivered.

We’ve had people call us who had a designer design a logo and deliver it to them in a moderately sized jpeg. Then that organization wanted to use the logo on a large billboard or print piece and the logo gets grainy and pixelated (ugly). They then panic when they cannot reach the original designer.

While we can recreate your original logo for you, you shouldn’t have to do this and unfortunately we do have to charge for these services.

A properly delivered logo file comes in a vector form, which is a fancy graphic design way of saying it can be expanded or shrunk by a designer with zero amounts of degradation of the image. Sure you can have them send you a .tif, .jpeg, or .png file too but make SURE you get a vectorized file (.ai, etc.).

If you need help with your small business logo design, branding, or messaging, call us at 817-889-1487. We’ll be glad to sit down, listen to your needs, and help design a stunning logo.

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