New Year Prep?

HearthsideHustl
New Contributor II

I am wondering when everyone here analyzes this year and starts rolling out any new policies and procedures for compliance at the beginning of the new year. 

Personally, I’m one to look ahead and make the most of my last 90 days if possible. That usually means scheduling my time well, make a list of the things that will affect me (and/or my team or clients) on January 1, prep and propose solutions now, trial run those solutions in November, and use December to either rollout or re-write. What are your approaches? Pros? Cons? Are they working? 

1 REPLY 1

MirandaMel
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

For us it really depends on what we see we need to change...we then use very strategic change management and don't always wait until the New Year to do it.  And it always seems that the best laid plan has a hiccup in it and we have to make adaptations on the fly!

With January/February being slower months for us, it is a great time to make sure we have a lot of projects available to be done so we can utilize our time the best.

Miranda Melnychuk, RSE
Acclaimed! Heating Cooling and Furnace Cleaning