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A Decision-Making Checklist for Your Business

Linda Keith

Early in my career, I had a tax practice, non-profit audit, small business workshops, corporate training, and bank training. I could not get traction in them all.

So, I decided I would drop all but the two top-scoring revenue streams. Tough decision! I created this checklist to help evaluate what was most important to me. It allowed me to take a critical look at my revenue streams. And it can do the same for you. Whether you’re looking at changing format (keynoter, trainer, writer, coach, consultant), topic (banking, insurance, health), or market (corporate, association, B2C), it can help you take an objective look at what to drop, keep, or even add.

Download the spreadsheet template. Add your revenue streams across the top and 10-12 factors down the side. Assign a number to each: 1 is least desirable and 10 is most desirable. Total the scores for each revenue stream. Top scores win! Redo this exercise periodically as your priorities change.

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Linda Keith

President at Linda Keith, CPA

Linda Keith, CPA, CSP, helps lenders say “yes” to good loans through in-person and online credit analysis training. She helps senior credit professionals achieve credit risk readiness for the next major disruption.