Preparing to kick off a new plan year is an excellent opportunity to apply lessons learned and reinvigorate efforts. It’s important that this transition runs smoothly, otherwise, we run the risk of losing momentum or focus.
This presentation includes steps a champion can take to successfully transition from one plan year to the next. The presentation includes:
- Checklist to Prep for a new year and plan
- Conducting a Retrospective
- Reviewing your new plan with your CSM and Consultant.
Please reach out to your CSM for additional best practices to prepare for your new year.