Tutorial

Table of Contents

Welcome to New Day Dashboard
Using This Site
Innovation
Top of Mind
Projects
To-Dos
For the Future

Leadership Questionnaire
Personal Productivity Plan

Key Issues
What are your most pressing concerns?
What are your short-term goals?
What are your mid-term goals?
What are your long-term goals?
What values/principles should guide your planning?
Who are the trusted advisors who can help you plan?
What resources are available to you to acquire more information?

Employees
What needs do your employees have right now?
What needs do you expect your employees to have within 1 year?
What do you need from your employees right now?
What staffing needs do you have right now?
What staffing needs do you anticipate within 1 year?
What training is required right now?
What training is required within 1 year?

Partners/Shareholders
What do your partners/shareholders need from you right now?
What will your partners/shareholders need within 1 year?
What do you need from your partners/shareholders right now?
What you will need from your partners/shareholders within 1 year?

Clients
What do your clients need from you right now?
What will your clients need from you within 1 year?
What do you need from your clients right now?
What will you need from your clients within 1 year?

Business Development - See BizDevCoach app for comprehensive planning
Business Development Overview
How can you increase income from current clients?
How can you increase referrals?
What new services could you offer?
What new markets should you consider?

Finance
What do you need from your accountant/CFO?
What do you need from your creditors?
What should you do to enhance your relationship with your creditors?

Legal
What do you need from your lawyer(s)?

Facilities
What do you need to do to enhance your facilities?

Technology
How can you enhance your use of technology?

Risk Management
What do you need to do to manage risk i.e. insurance, cyber security, and crisis response?

Personal
What can you do to improve your time management?
What can you do to improve your physical health?
What can you do to improve your emotional health?
What continuing education should you consider?

Other
What questions are not included in the questionnaire that you should consider?
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What new services could you offer?

Next, you should always be thinking about new services that you can be providing. The process of identifying new services involves staying on top of current events, hearing about your competitors and brainstorming with your colleagues.

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