Mendy Applegate, End-of-Year CEO Reset: Clean Up, Catch Up, and Set Up Your Coaching Business for Growth ICF AR-OK Chapter Meeting

1.0 Resource Development CCEs

As the year comes to a close, many coaches find themselves busy—but not always clear on what’s actually working in their business.

This session is designed to guide both new and experienced coaches through a structured, practical end-of-year business review. Attendees will learn how to evaluate their financial performance, identify gaps in their systems, and organize their business operations to prepare for sustainable growth in the year ahead.

This presentation will cover:

• Year-end accounting review and understanding key financial numbers
• Evaluating business systems and identifying inefficiencies
• Organizing files, documentation, and compliance essentials
• Reviewing client activity, offers, and performance metrics
• Creating a clear plan for what to keep, improve, or eliminate going into the new year

Participants will leave with a clear framework and actionable checklist they can immediately apply to close out their business with confidence and step into the next year with structure and clarity. 

WHAT YOU WILL LEARN:

By the end of this session, participants will be able to:

• Identify key financial metrics necessary to evaluate business performance
• Assess and improve core business systems and workflows
• Organize essential business documents for compliance and efficiency
• Evaluate client activity and service performance for profitability
• Develop a strategic plan for the upcoming year based on data and insights 

BIO:

Mendy Applegate, Founder of Honey Do Checklist, is a Business Development Educator & Trainer who helps entrepreneurs build sustainable businesses through practical education in business setup, financial literacy, and operations. Through the HDC Academy and Business Blueprint Textbook—the "owner's manual" every entrepreneur wishes they had from day one—she teaches practical, real-world strategies they can implement immediately to avoid costly mistakes, constant Googling, and guesswork.