Cascading Metrics Template The Cascading Metrics tool is a great way to map out the key components of your annual plan. It helps you identify the key areas where you want your business to shine and how to get there without getting bogged down in all of the specific numbers. Click here to get started! Cash Headroom Template The Cash Headroom template allows you to track and manage your cash. Click here to get started! Four Ways to Grow Your Business Tool The Four Ways to Grow Your Business tool supports you and your team in expanding your ideas of what is possible, while at the same time providing concrete pathways for your company to achieve its goals. It is a perfect way to kick off your annual planning process. Using the “Four Ways” tool accomplishes the following things for you and your team: Kicks up big ideas. Identifies quick wins. Generates enthusiasm and excitement. Provides proof that your goals are achievable. Converts quickly and easily into an action plan. Let’s look at the four fundamental ways to grow your business: Increase the number of customers (of the type you want). Increase the transaction frequency. Increase the transaction value, or “average sale.” Increase the effectiveness of each process in your business. Click here to get started! Take Back Your Time Take Back Your Time — The Prosperity Playbook Excerpt Click here to get a copy of Take Back Your Time — The Prosperity Playbook Excerpt! Create efficiency to create more time to do what you love to do. In our work with clients at MACKEY™, intention forms the starting point for our annual goal-setting session. Intention informs and structures our conversation about goals and keeps the team focused on what is important. We will talk more about that in later chapters. One of my favorite uses for intention is to help me manage my activities and roles at work. As a business owner, it is natural to feel responsible for every decision and every outcome. Yet the only way for you and your business to grow is for you to work “on” and not “in” your business everyday. How you make the shift from doing the work of the business to developing systems and structures so the work of the business gets done requires purposeful planning and action. I use the “GIRST system” to frame my work as a business owner. For me to stay focused, I need something simple, easy, and concise. To that end, I created the GIRST system for focusing my activities, roles, and duties. GIRST stands for “Guide, Intention, Roles, Structure, and Test.” Click here to get a copy of Take Back Your Time — The Prosperity Playbook Excerpt! The Financial Factors Scorecard The Financial Factors Scorecard allows you to assess where your financial operating system shines & where it needs more structure. Click here to get started! The Prosperity Playbook Download Helping guide business owners through this once-in-a-lifetime event is what The Prosperity Playbook: Planning for a Successful Family Business Succession is all about! A successful business sale or succession requires careful thought, detailed planning, and a generous amount of fortitude to complete this process. The Prosperous Mind Scorecard The Prosperous Mind Scorecard is a tool to assess any limiting belief you may have as a business owner. You will answer 9 questions, for the 9 key Prosperous Mind Factors. For each question, please select the closest choice to your current mindset. Click here to get started! You Are Here — Satisfaction Inventory The You Are Here — Satisfaction Inventory will help you gauge how satisfied you are with your life. Click here to get started!