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Love it or hate it, planning is a crucial part of any successful business.
At Elevate, we happen to love planning. We do all sorts of planning––for our clients, for our own team, and in our personal lives––and we’ve developed some really useful tips and strategies to make the process easier and more effective.
We know that most business owners, CEOs, and leaders don’t feel the planning love like we do, though… So today, we’re sharing our best-kept secrets to help you plan for different areas of your business like a pro.
Who knows? Maybe you’ll find yourself feeling like a natural planner after implementing the planning ideas we’re sharing here!
Almost all of us will have at least a few promotional marketing periods on our calendars. Whether you’re launching a new offer or service, running a limited-time sale, or promoting something specific––this is a normal part of most marketing strategies.
But there’s one thing we find many business owners and CEOs skip, even though they go through this process somewhat regularly: delegating.
There are so many moving pieces included in a launch or sale that you can’t possibly handle them all yourself.
Yet if you don’t plan to delegate, it’s hard to effectively offload any of the work. (This may be why you’ve found that it feels harder and more time-consuming to delegate tasks instead of just doing them yourself.)
So the number one thing you need to plan before a launch or sale is what you will delegate. You’ll want to plan who you will delegate each responsibility to, as well as check-in dates to keep everyone on track (if needed, it depends on the level of delegation you’re using), and a way to measure everyone’s success.
Once you’ve taken care of this crucial planning step, there are some other areas you’ll want to plan for, including:
Did you know that teams that feel strongly engaged generate 18% more in sales? (Flair HR)
A little planning goes a long way in keeping your team more engaged, more productive, and more satisfied––which leads to better results for your organization. That’s a serious win-win!
So how can you plan for your team?
A lack of planning typically leads to unmet expectations, missed deadlines, and a negative, uncertain culture.
Avoid all of those team challenges by planning ahead for your team and making sure everyone knows exactly what is expected of them.
Your physical space impacts your mental health and productivity. Turns out the old adage about “a cluttered space leads to a cluttered mind” is true.
We like to break your workspace into two specific elements for planning purposes:
When you’re planning for an organized, efficient computer, we recommend that you:
And when it comes to your physical workspace:
The last focus area for planning today is the most fun: your free time!
Contrary to popular belief, planning for vacation, time off, and down time isn’t restrictive. It actually gives you more freedom to do the things you love!
Our experienced EA shared these tips for making the most of your time:
A little planning ahead for your time off will give you more freedom, more flexibility, and more fun.
If you love the planning tips but realize you desperately need someone to help implement them––that’s where we come in!
From a 1:1 Operations Call with our founder to a Get It Done project or ongoing support from an Executive Assistant, planning is one of our superpowers. Let us help you plan your best month, quarter, and year in business yet!
Valencia-based Pets Global Inc., a pet food manufacturer, is coordinating with animal welfare organizations to distribute over 35 tons of its pet food to the Southern California communities affected by January’s wildfires.
The family-owned company has distributed more than 11,000 pounds of wet and dry dog and cat food to Pasadena Humane, Lange Foundation, Milo’s Sanctuary and Animal Wellness Centers and delivered an additional 11,500 pounds to Centinela Feed & Pet Supplies to support the Dream Center and other local fire relief efforts.
An additional 52,000 pounds of donated pet food, water and other essential supplies is being coordinated with local retailers and organizations throughout the Greater Los Angeles area in an ongoing effort to support as many pets and people as possible during this critical time.
“In times of crisis, our communities come together,” said Daniel Hereford, president and CEO of Pets Global. “We are honored to support our valued partners in providing relief to those affected by these devastating fires, and hope that these donations will help keep families together and ensure the well-being of their beloved pets.”
For more information visit https://pets-global.com/.
Source: SCVNews.com
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FOR IMMEDIATE RELEASE
simplify365®: Get Organized. Build Wealth. Achieve More.
Santa Clarita, CA — February 3rd, 2025 — Business owners now have a specialized solution to simplify their financial management and maximize their savings with the launch of simplify365®, a division of Vance Wealth.
Running a business is as rewarding as it is demanding. When personal and professional lives intertwine, business owners often seek ways to simplify both while still achieving their goals. That is the premise on which simplify365® was built: to provide clarity, ease, and actionable strategies for financial management.
Designed to address the unique challenges of running a business, simplify365® offers tailored solutions for tax planning, retirement plan design, and payroll optimization. With decades of experience in financial planning, simplify365® serves business owners at every stage—from startups navigating growth to mature companies focused on long-term success.
“At simplify365®, we believe financial complexity shouldn’t stand in the way of business success,” said John Vance, Founder of Vance Wealth. “We’ve tailored our services to meet business owners where they are—helping them simplify their financial lives, minimize tax burdens, and achieve both their personal and professional goals.”
Simplifying Financial Complexity
simplify365® is built to help business owners:
This proactive approach extends beyond numbers. simplify365® is committed to helping entrepreneurs thrive and make a positive impact in their communities. By combining tailored strategies with expert guidance, simplify365® transforms financial management into a tool for building wealth and achieving lasting success.
A Legacy of Trust and Excellence
As a division of Vance Wealth, simplify365® benefits from the firm’s established reputation for excellence, client-centric service, and innovative financial solutions. This legacy of trust and expertise extends to simplify365®, equipping business owners with the tools they need to navigate the intricate landscape of financial management with confidence.
Get Started Today!
Take the first step toward simplifying your financial life. Schedule a complimentary consultation or request a free tax analysis at simplify-365.com
Media Contact
Shanele Stoll
Marketing & Sales Manager
Shanele.Stoll@VanceWealth.com
Disclosures
Vance Wealth, LLC. ("Vance Wealth" or the “Advisor”) is a Registered Investment Advisor ("RIA"), located in the State of California. Vance Wealth provides investment advisory and related services for clients nationally. Vance Wealth will maintain all applicable registration and licenses as required by the various states in which Vance Wealth conducts business, as applicable. Vance Wealth renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.
Tax & Legal Disclosure: This plan should not be considered tax or legal advice. Clients should consult with a qualified tax consultant or legal counsel as to their particular situation and to discuss potential tax consequences.
Client recognizes that any and all recommendations made by Advisor are opinions only and are derived from sources and information believed to be reliable which the Advisor cannot warrant as to accuracy. Client agrees that Advisor shall not assume responsibility other than to render Advisor’s services in good faith.
Recommendations developed by Advisor are based on professional training, experience and judgment. Although every reasonable effort will be made to make accurate assumptions, no guarantee can be made that actual events will follow as assumed.
Nothing herein shall be deemed to protect Advisor against any liability to the Client in which Advisor would otherwise be subject by reason of malfeasance, bad faith or gross negligence in the performance of Advisor’s duty or by reason of Advisor’s violation of applicable law or of disregard of Advisor’s obligation and duties hereunder. It is further understood that neither Advisor nor any of its employees are qualified to render tax advice.
You should discuss any tax or legal matters with the appropriate professional. Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. While we are familiar with the tax provisions of the issues presented herein, as Financial Advisors of Vance Wealth Inc., we are not qualified to render advice on tax or legal matters.