Year End Business Checklist

Send me the checklist.

7 Categories to Plan Ahead for Business Growth in 2023

This checklist will help you focus your business to-do list for December.


What can you plan for now to get a head start for the new year?


Learn what goals and expectations for yourself and your business are best to set in December.


Don't miss out on opportunities to make the most of tax deductible expenses and don't forget these financial to-do items.

Building Community

How are communications working at your company? How can they improve next year? Checklist includes items to consider for internal & external communications


Use this section of the checklist to map out a plan for widening your net next year.


Step into the new year with a plan and focus on your differentiating factors, strengths and how to promote yourself and your business next year.


This section of the checklist will help you audit, streamline and maximize the systems in place. Consider what systems you need for next year and how organization can help you at home and at work.


Lisa Woodruff

Lisa Woodruff is the founder & CEO of Organize 365®

Lisa, along with 87% of America, believes organization is a learnable skill. Yet less than 18% of those same Americans feel they are organized. Through The Productive Home Solution™ course Lisa aims to teach American’s young and old the skill of organizing and unlocking their time for what they are uniquely created to do. 

As the host of the top-rated Organize 365 Podcast (which has 17 million downloads and counting) Lisa shares strategies for reducing the overwhelm, clearing the mental clutter, and living a productive and organized life. Her sensible and doable organizing tasks appeal to multiple generations. Her candor and relatable personality make you feel as though she is right there beside you; helping you get organized as you laugh and cry together.

Under Lisa’s direction, Organize 365 has conducted academic research establishing the definitions of housework, home organization and the weight of paper in the American home. This ongoing research is making the invisible work at home visible to all. The goal is to eliminate it and free people from the monotonous tasks of daily living; and unlock their time for what they are uniquely created to bring forth in the world. 

She is the author of four books including, How ADHD Affects Home Organization  and The Paper Solution. Lisa’s understanding of the lived female American experience has helped her to create products & courses like the Sunday Basket®. These products and courses externalize the routine tasks that take up the executive functioning capacity of our brains; freeing us up to think and create again!