Planning and Goal Setting

Do you plan out what the year ahead will look like? 

How about the next quarter or even month?

Yes we know it’s  busy… busy… busy… but unless we take a good look at what worked and what didn’t we will just be doing more of the same and getting the same results. We all want growth.. right!

Fail to plan… Plan to fail.

So here’s some things to look at…

and then do the Assessment Exercise below to make this year or month, the time that you blow your mind and your goals.


1. How was your time management?

Did you delegate, automate and train your team? Do you find this difficult?

Taking time to talk to your team, find the jobs you need to delegate and getting them involved is necessary for you to be a leader in your business.

Do you need to hire an assistant, manager or even a VA to help with tasks that are bogging you down and stopping you stepping into the leadership role your business needs?

Did you pass over tasks just because you were overwhelmed? Did you choose the right person to delegate to? Have you made yourself vulnerable and lost leadership? Are things being done within your framework?

For these procedures to work well you need to have a system of frameworks that everyone can go by. Do you need to create an updated procedure/operations manual?

Spend time on your salon culture and vision so you come from a crystal clear place and everyone knows what the expectations are. Yes we said spend time… Spending time here will save you in the future even though it may be hard to carve out initially. This is a job leaders need to prioritise.


Two stress-free female co-workers look over the plans


Take the time to meet with your team too and plan out who does what, where you need to delegate, what can be automated and also what needs to be shelved!

Are your team meetings productive and enjoyable?

Read our blog about productive team meetings HERE.




2. Did you invest in yourself?

Is it time to take a course to learn a new skill that could elevate your salon business?

Are there areas where you lack skills and it’s limiting your business growth?

How aware are you of what’s holding you back and making you play small?

Ask yourself some simple questions and do the Leadership Questionnaire. Do the worksheet in the Resource Library and map out your Leadership qualities.



3. How much did you invest in your team and your business?

Isw your branding looking a bit circa 2014… What about your website?

If you have invested in your business, how has it played out with your team and customers.

  • Did you do any surveys?
  • Do you need to get some feedback?
  • What do the numbers say?
  • How were your team appraisals?


4. Learn something new but not really implement it?

Team building workshop, productivity course, customer service and sales training… all sitting waiting for your attention?

Taking courses and workshops sets you up for growth, as do reading books or attending masterminds but… implementation is the key. All that knowledge stuck in your head is useless.

But this is where it gets hard. How do you find time to set out that new strategy or business idea? Do you have a Salon Owner Strategy Session each week? This would be a great start.



5. Is there balance between you working on and in your business?

Do you focus on the numbers in your business regularly?

For example

  • Do you know how many new clients came in the door?
  • How much did they spend and did they rebook?
  • What marketing efforts did they come from?
  • How about productivity and utilisation?
  • Did your team grow their sales skills and customer retention?


6. Do you have products and services your customer wants to buy?

How long has it been since you looked at your services and packages?

Have you surveyed your customers about what they want? Is your business customer-centric?

Have you created a business that suits you and what you want to create or have you ignited the entrepreneur in you and thought about providing services that a customer wants to buy.



Moving into leadership and thinking like a business owner is crucial for growth and success



So many hair stylists/therapists turned business owners make the mistake of thinking like a stylist or therapist rather than a business owner. It’s the biggest reason salons and spas fail to grow and eventually shrink and die. You are basically just owning a job!



7. Are you measuring your goals?

How do you goal set and do you achieve them consistently? Do you regularly assess where you are performing well and what needs attention?

We recommend a monthly revisit is the minimum for keeping on track when dealing with business goals.

We highly recommend breaking your working cycle into 12 weekly or 90 day blocks.

Ask yourself these questions and apply to which time frame you are working on.. year, quarter, month or week.

  • What worked this year, quarter, month and what didn’t?
  • Who and what am I grateful for this…?
  • What do I want to be happy for this time next…?
  • Can I serve better next…, if yes who?

Start with these simple points and get them written down.

Remember the quality of your life is directly related to the quality of the questions you ask yourself.

So be brave and ask the questions that will help you get to where you want to go. Take some time over this and bring INTENTION to your planning and goal setting. Start with where you want to be and work backwards.


Your turn…

Ok so now you have answered these questions and have a grounding about what went on… and how you want the next period to look.


Assessment Exercise.

Get a piece of paper and do this simple task. Write down all your wins from last year, quarter or month. Why it was a win and what you learnt from that win.

Then look at the losses or things that didn’t really go as planned or never made it of the to do list. Why was that a loss and what did you learn from that?

Don’t judge yourself here… just give yourself space and get it down on paper. This is an amazing exercise to do to help you break through the clutter and reward yourself, plus learn more about how you operate.


The quality of your life is directly affected by the quality of questions you ask yourself.



You can do this for all aspects of your life.

Here’s some suggestions.

Business, family and home life, health and wellness, community and contribution. Do each category on a new page.

Then burn it… haha… no seriously, put that baby to rest.


The next year, quarter or month is all about starting with a clean slate, on a new page with a fresh mindset.

Do this exercise with your team. It’s a great way to work through how everyone perceived wins and misses in your business.


Next… look forward.

Whatever time frame you are working with, break your next goals down into projects and tasks. Reverse engineer what you want for yourself and your business.

Get your tool of choice and get the time blocked out now. Schedule family, business and time for yourself.

Look at these things when goal setting.

  • Are you someone who underestimates or over estimates how long things take?
  • Do you delegate or abdicate?
  • Will your systems support your ideas?
  • How do you perceive challenges?
  • Are you stretching or being comfortable?
  • What is the overall value of the goal?

Find out how your mind works and step up to be the CEO of your life.


Get your Free Leadership Guide HERE.

A guide to help you create a year of successful business decisions.


Creating a Salon Vision

Do you have a Salon Vision?  

Have you thought about what you ultimately want to achieve as a salon owner?


As a salon owner creating a salon vision of what you want to achieve with your business and how you are going to get there is crucial for success.

  • What do you want?
  • Where you are heading?
  • How do you want to influence people?
  • What do you aim to create?
  • Who do you want to work with and serve?

Did you create a salon vision with your business plan? Did you create your business values, mission and goals, or map out a process, system and strategies to achieve your dreams?

This is your salon vision.



The big question is, is your salon vision shared by your team?

Have you or did you communicate to your team what you wanted to achieve with your business?

When hiring, did you find out if the prospective new team members shared the vision you have for your salon?

Have you worked together to create a direction and vision at salon team meetings?

Are you providing ongoing training for your team to ensure they bring their A game and contribute what they can to make your salon vision successful?

Values equal culture. Is your salon culture a place where everyone prospers and succeeds?


What even is a salon vision?

There was something that inspired you to open your own salon.

A desire to showcase the kind of hair styling and salon service that was aligned with your values and what you wanted customers to experience.

A culture and way of working that aligns with your values and beliefs.

Sharing that with your team is crucial. If this is an element missing from your team, now is the time to cement some solid values, a culture and direction to give your team a success path.


Creating a Salon Vision and Culture

Creating a salon vision as a team will ensure everyone who works for your salon is contributing towards a common goal. It highlights your values and priorities which you convey by your salon branding and marketing, plus the systems and procedures your salon operates under.

It should be the underlying directive by which every decision gets filtered, whether the boss is present or not. It provides consistency and a performance benchmark that is clear to everyone.

How do you treat the customers and each other? How do you work together as a team? What is everyone responsible for? What are everyone’s priorities? Is sustainability a priority?

You can talk about things like what music fits the vibe? How does your social media activity reflect your brand and it’s importance to your salon?

Procedural things like how you dispose of rubbish, phone communications, time spent on education and even the magazine choice. Choice of products, time allocated for services and staff responsibilities.

Spend some time getting clear on your salon vision is if it has been awhile or you just winged it at the start-up phase. You won’t regret it, it’s definitely time well spent.



Once you get clear on your salon vision, it should feel authentic. We are in the creative field so it can help to create something visual.  If it fits with your vibe make a vision board. It could be in the salon, your office, on Pinterest. Anywhere that works.


What is a vision board?

A vision board is a space that displays what you desire.

Vision boards actually work and do you know why? When you create a vision board and place it somewhere, you often see it so you are doing a short visualisation exercise without even thinking about it!

Visualisation is powerful.

Use the imagination to create pictures and visions of what you want in your life and how these things make you feel.

Along with focus, emotion and intention it becomes a powerful tool to help us achieve what we want.


How to create a salon vision board with your team:

Have a meeting earlier in the day. Make coffee, have fruit and scones… whatever your team love. Get them in a creative positive mood. We have taken salons through this at retreat team building days. It is an excellent time to put the hairstyling work to one side and dig deep on what you all want to achieve.

Explain that you want everyone in the team to create a salon vision and why it is important to you, the salon owner, to implement this.

Take some time and go through magazines and tear out images, quotes and words that inspire them in the salon. Get everyone to pick some favourites. This can be quite revealing… you might be surprised about what drives and motivates some people you thought you knew quite well.

Ask them to keep the salon in mind when choosing for this exercise. You can always have a personal vision board for each team member too, to express their wants and dreams in the salon.

Once the vision board is complete, place it in a communal area where you can see it multiple times throughout the day. Take a photo of the board and save it to your computer wallpaper or home screen of the salon iPad.



Team building takes time but see it as an investment.

Building your salon tribe reaps rewards for your business but most importantly your customers will receive the benefits.

A salon with focus and direction is one they will enjoy spending their time and money in. You will create loyal customers who recommend your business and buy into what you stand for.

It’s a place everyone will enjoy coming to and working at… one that contributes to the betterment of everyone’s lives.

Do you have strong leadership skills at your team meetings? Read our blog about productive team meetings here.

Also, check out the Leadership Skills Tool we have in the Salon Leadership Library. There are lots of motivational and practical tips for you to define the leadership skills that will take your business and team to the next level.