Choosing the Right Objectives and Key Results

There are lots of strategic planning tools out there and you should consider exploring them for your business. In my opinion the most effective tool in planning your strategy, products/programs, and outcome measurement to map to your financial plans is a tool called OKR. It stands for objectives and key results. History The OKR model […]

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Annual Planning Timeline

Every organization needs to determine the right time frame for them, however, this may serve as a guide. Larger organizations or those with more complex oversight might need more time and smaller organizations or independents might need less time.  You also want to adjust for your organization’s calendar year; our guide is based on the […]

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Why should your organization plan?

Turn on your GPS Not planning is one of the biggest mistakes many, if not most, small organizations make. There is a reason the largest companies in the world religiously plan. Setting your annual or quarterly objectives and key results and your financial goals ensures that your organization has a unified vision and unified goals, […]

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What is strategic and financial planning?

Strategic Planning Strategic planning is the setting of priorities and allocation of resources for the goals most important to the organization. Your long term strategic planning is your mission and vision, it’s the root of what your organization is and will be for the next 10-20 years, with the understanding that in the fast paced […]

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Why NOW is always the time to plan and analyze

I was starting to ponder why I tend to work with more established organizations when we are living in the age of the startup. I realized that often startups and small organizations who reach out to me say that they would love to work with me on planning and analysis for their business when they […]

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Surviving a Recession

I LOVE the show Schitt’s Creek. It’s about an ultra-wealthy family that loses everything and is forced to live in a small town that the father bought as a joke, but the government feels has no value. It’s a witty show but there was one scene that demonstrates an economic principal so well I had […]

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7 Tips for Setting Up Your Company’s Budget

Your company’s budget is a blueprint for what you want your year(s) to look like. Without a budget you are driving your company without a compass. You risk not planning for enough revenue to cover your expenses. Conversely, you may find that you haven’t planned to spend enough to get your company to the next […]

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Stock Donation Program: An Introduction

The donation of public securities that have appreciated in value can be beneficial to both the nonprofit, who will receive a donation at a relatively low administrative cost, and to the donor, who will not have to pay capital gains taxes on the appreciated security and additionally will be able to take a charitable gift […]

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Socially Responsible Businesses: The Extra Push

If you search the internet for the benefits of being a socially responsible business, you will get over 21 million hits. Most of the first few pages contain articles offering the same reasons: Brand – build your brand, better brand recognition, stronger brand identity, positive public image Employees – attract top talent, keep your employees […]

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The Spectrum of Social Responsibility

At Halo Insights we specialize in providing strategic financial management insights to socially responsible businesses. The problem is, that can be hard to define. Organizations operate across a spectrum with varying levels of commitment to financial drivers and social drivers. For profit companies exist solely for the purpose of making money, however, today even the […]

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