EP42:  Reflect, Plan, Thrive: Year End Lessons Toward Creating Next Year’s Roadmap

You've arrived at the end of the year. The ups and downs of the business came and went, and you made it! Now it's time to take a moment and reflect on what went well and what didn't go well. So whip out your planner and favorite sticky notes, and get ready to start a process that will help you create a strategic roadmap that builds on past successes. Strategic planning in the hands of an entrepreneur is a flexible framework where you stay curious and pick out the patterns that will guide your business for the next year.

In this episode, Toa shares her tips on how she conducts her yearly reflection and how she stays curious picking out patterns in the business. She guides you through how gaining insights from the past year is incredibly invaluable to your sanity and the health of your business moving forward.

In this episode, you learn to:

  • Reflect on the past year as an entrepreneur to uncover valuable insights for growth and success.

  • Learn from experiences to leverage wisdom for future business decisions and strategies.

  • Prioritize areas of improvement to maximize business potential and achieve greater success.

  • Seek feedback from different perspectives to gain valuable insights and fresh ideas for business growth.

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Thank you to our sponsors!

Goldbelly | Find the most famous, most regional iconic foods from around the country–including Crank + Boom Ice Cream–and ship it all right to your door at goldbelly.com/  

Holly Hill Restaurants | 9 unique locations in Kentucky that celebrate the connection of family, to farm to table. Find stories, recipes, how-to's, and curated gifts by visiting hollyhillandco.com

Resources Mentioned in Episode

Quotable Moments From the Episode 

“One of the things that I really want to emphasize when you're looking at that ‘Did Not Work' list is that you don't have to be tied to things just because you've just always done it that way. And I think that's the whole story of entrepreneurship, is how do these companies last 30 years, 100 years, 150 years? They didn't do it by doing the exact same thing all the time forever and ever, amen…you have to change and you have to adapt all the time.” - Toa Green

“I think it's important to evaluate what you're doing. Is it serving you? Is it serving your business? Is it serving your team? And if it's not, it either should just get killed or it needs to evolve somehow. I feel like that is the task of any entrepreneur — always figuring out this puzzle of what's working and what's not working.” - Toa Green


Connect with Toa!
C&B Podcast website

C&B Ice Cream website

C&B Podcast's Instagram

C&B Substack

*Production by Four Eyes Media*

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EP43:  Stop Burnout: An Entrepreneur's Guide to Wellbeing

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EP41:  Find Peace and Purpose: Harnessing Intuition to Guide Your Business