Nov 9, 2020
On today’s episode, I am going to take you through my process to self-audit your business. I like to do an overall audit or a year in review every year around this time. Auditing is also something that you want to do regularly to check-in and see where your business is and what has and hasn’t been working.
I am going to talk about the three parts of a self-audit. Once you learn the system, you can implement it over and over again. I also share how often you should consider implementing a self-audit to help you gain understanding and help you create intentions for how you want to move forward.
In This Episode:
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[01:04] Linsi’s process to self-audit your business.
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[01:19] Auditing is something that you want to do regularly, to check-in and see what has and hasn’t been working in your business. It can be done quarterly or at the end of each major project. And, of course, an end-of-year audit is a business best-practice,
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[01:42] Make sure to listen to the very end for a special offer.
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[02:01] In an audit, you are looking at three things. What worked, what didn’t work, and what you want to improve next time.
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[02:45] Starting with what worked gives us a bigger perspective on what we don’t have to worry about, what is going well, and it is important to recognize our accomplishments.
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[03:34] Start with looking at what has been working over the last few months or a defined period of time that seems relevant and then work your way back to other milestones and dates.
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[04:19] Then take a deeper look by looking at what did work by categories like branding, packages, services, marketing, projects, sales, etc.
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[05:10] Once you have this picture of what is working then it is time to move onto what didn’t work.
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[05:28] The whole purpose of an audit is to have an objective view on both sides. When you are going through what didn’t work, state it factually and ask yourself why.
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[06:12] We always want someone else to tell us what their opinion is and what they see, but the truth of the matter is that we always have a pretty good idea if we are willing to ask and listen to what the answer actually is.
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[06:30] Learning to audit ourselves is very challenging because we’re not very objective about where we succeed and fall short. If you can stay as neutral as possible you will get so much insight.
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[07:13] Step three of the audit is to decide what you want to improve. Focus on three things that you would like to improve moving forward.
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[07:47] After the audit, you can create supercharged strategies. Decide how you are going to implement the three things you chose to focus on.
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[08:19] Linsi shares an example from her own audit.
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[09:17] She was doing a lot of writing during a tough time and had a personal breakthrough. She decided that she wasn’t going to do anything in her life and business that didn’t ultimately feel fun to her.
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[10:41] She shares the waves she noticed in her own audit.
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[13:17] After you choose your supercharged strategies then you can look at setting goals. Linsi recommends setting 90-day goals. Then decide what action steps you need to do to achieve those goals.
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[13:56] A self-audit is a good information gathering tool that will help you set yourself up for success.
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[14:13] Introducing the 2021 Game Plan! Two private sessions with Linsi that includes a full business audit and action plan for the next 90 days. Click here to sign up for the 2021 Game Plan.