Vision & Values: Defining Your Theme For Annual Planning and Goal Setting

Create The Next From ProCFO Partners

Create The Next From ProCFO Partners
Vision & Values: Defining Your Theme For Annual Planning and Goal Setting
Nov 30, 2021
ProCFO Partners

When most business leaders think "annual planning," the mind jumps to conference rooms and white boards filled with numbers and projections. Important stuff, but incomplete for actually creating and achieving your goals. For that, you need vision to understand your values. What's important to you as a leader? What's important to your market?  What's your company's purpose for the market? In today's episode Co-Founder and Managing Partner Haleh Fardi shares an essential perspective on rethinking goal setting and annual planning. When you understand and define a theme for your annual planning, you give your goals context and relevancy that give new meaning to measurements and metrics.


Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today’s businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.