Making it routine.
WHY A HABIT
Occasional analysis produces occasional insight and no trend.
WHAT TO DO MONTHLY
Update your figures Compare against last month and the same month last year Note anything that changed Decide one thing to act on
WHAT TO DO QUARTERLY
Review the trend rather than the month Reassess what you are measuring
WHAT TO DO ANNUALLY
A full review: profitability by product or service, customers, costs, pricing
WHAT TO RECORD
Your conclusions, briefly.
WHY
In a year you will want to know what you thought and whether you were right.
WHO SHOULD DO IT
Someone specific, on a set date.
WHAT MAKES IT STICK
Keeping it short Attaching a decision each time
WHAT KILLS IT
Producing more than anyone reads Numbers with no action attached
WHAT TO AIM FOR
An hour a month that changes something.
