4 Action Steps to Take on in the next three weeks to close out the year

Heidi Richards Mooney
3 min readDec 11, 2023
4 Action Steps to Take on in the next three weeks to close out the year

Small business owners often wear many hats and have to manage various aspects of their operations. Closing out the year can be a crucial time for reflection and preparation for the upcoming year. Here are four action steps you can take in the next few weeks:

  1. Reflect on the Past Year:
  • Review your goals: Take a look at the goals you set at the beginning of the year. Evaluate your progress, celebrate your achievements, and identify any goals that may not have been met.
  • Learn from challenges: Consider the challenges and setbacks you faced throughout the year. Reflect on what you learned from these experiences and how they can contribute to your growth and development.
  • Gather feedback: Seek feedback from colleagues, mentors, or team members. Constructive feedback can provide valuable insights into areas where you can improve and excel in the future.

2. Set Clear Goals for the Next Year:

  • Define your objectives: Outline your goals and objectives for the upcoming year. Make sure they are specific, measurable, achievable, relevant, and time-bound (SMART). This will help you stay focused and motivated.
  • Prioritize tasks: Break down your goals into smaller, actionable tasks. Prioritize these tasks based on their importance and deadlines. Creating a roadmap will make it easier to manage and achieve your objectives.
  • Develop an action plan: Create a detailed action plan that outlines the steps you need to take to reach your goals. Consider potential obstacles and identify strategies to overcome them.

3. Financial and Professional Planning:

  • Financial review: Assess your financial situation, including income, expenses, and savings. If applicable, review your investment portfolio and make any necessary adjustments. Consider consulting with a financial advisor for guidance.
  • Professional development: Identify areas for professional growth and development. This could involve acquiring new skills, attending relevant workshops or conferences, or setting up mentorship opportunities. Plan how you will invest in your professional development in the coming year.



Heidi Richards Mooney

Sharing Marketing and Small Business Ideas AUTHOR Quirky Marketing PUBLISHER - WE Magazine, Women of Wisdom, Marketing Small Biz - FOUNDER Women in Ecommerce