Uncover some of the best strategies for wrapping up a year of business and how to dive into a brand new year with a strong plan and a cohesive team. Learn more about this and as it relates to relocation by reading our eBook here: http://resources.urbanbound.com/strategies-for-ending-a-year-of-relocations-ebook

2. Wrapping up a year of anything
can seem...well...

3. Wrapping up a year of anything
can seem...well...
never-ending.

4. HOWEVER.

5. HOWEVER.
overwhelming as it may be...

6. HOWEVER.
overwhelming as it may be...
IT’S NECESSARY.

7. we’ll show you the steps for wrapping
up your year successfully.

8. BUT FIRST, YOU NEED TO GET A HANDLE ON:

9. BUT FIRST, YOU NEED TO GET A HANDLE ON:
your data.

10. There is so much value in the
bank of data your company stores

11. We know,
we know

12. data can be
OVERWHELMING

13. There’s good news, though.

14. IT DOESN’T HAVE TO BE.

15. as long as you
have a strong
process in place

16. as long as you
have a strong
process in place
and a plan for how to accessyour information...

17. you’ll be set up
for success!

18. Here are 3 data-
driven
steps to
wrapping up a
year of business

19. STEP 1

20. find information that is going to
focus on something

21. find information that is going to
solve a problem

22. find information that is going to
tell a story

23. let’s take relocation for example.

24. let’s take relocation for example
you want to gauge the
effectiveness of each policy

25. let’s take relocation for example
you want to gauge the
effectiveness of each policy
first, start with the “what”

26. let’s take relocation for example
you want to gauge the
effectiveness of each policy
first, start with the “what”
then, find out what is going
to lead you to the answer

27. WHAT DO WE
WANT TO KNOW?

28. Identify locations most often
associated with failed relocations
Find out who our most reliable suppliers are
Determine the cause of our 5
most expensive exceptions
1.
2.
3.

29. NOW, WORK
BACKWARDS.

30. NOW, WORK
BACKWARDS.
let’s start with the first one.

31. Identify locations most often
associated with failed relocations
Find out who our most reliable suppliers are
Determine the cause of our 5
most expensive exceptions
1.
2.
3.

32. You’ll probably want to know things like:

33. relocation origin, destination, and distance
policy type
demographics of transferee (age, position,
salary, family/single, renter/owner)
total cost of relocation
You’ll probably want to know things like:

34. You pull the data and find out:

35. RELOCATED OVER 500 MILES
POLICY B
OVER 27 YEARS OLD, RENTER
$10,000 LUMP SUM
You pull the data and find out:

36. Once you start uncovering these bits of
information and connect the dots,
you’ll be able to make
based on experience
from the previous year.
strategic adjustments

37. Identify locations most often
associated with failed relocations
Find out who our most reliable suppliers are
Determine the cause of our 5
most expensive exceptions
1.
3.
1.
2.

38. You’ll probably want answer questions like:

39. who are all the suppliers we work with?
which exceptions are associated with which suppliers?
how much did the exception cost?
what data can we pull?
You’ll probably want answer questions like:

40. The Supplier/Mobility relationship
should be mutually beneficial

41. The Supplier/Mobility relationship
should be mutually beneficial
data flow

42. The Supplier/Mobility relationship
should be mutually beneficial
data flow
both should leverage
data from one another

43. Identify locations most often
associated with failed relocations
Find out who our most reliable suppliers are
Determine the cause of our 5
most expensive exceptions
1.
2.
1.
3.

44. You’ll probably want to address things like:

45. how much was allowed for the move
areas that required exceptions and dollar amount of each
suppliers associated with each exception
benefits offered (homefinding trips, short-
term housing, storage, etc.)
You’ll probably want to address things like:

46. Now, analyze your data!

47. Try to find different
parallels between
each set of
information and start
connecting the dots!

48. STEP 2

49. Stick to the same timeline year over year, that way you’ll be
able to quickly reference previous years for benchmarks

50. If you decide:
Dec 18: evaluate your relocation program
Dec 20: 360 assessment and review
Dec 21: survey end-user (relocation employee)
Dec 23: close books for the year

51. If you decide:
Dec 18: evaluate your relocation program
Dec 20: 360 assessment and review
Dec 21: survey end-user (relocation employee)
Dec 23: close books for the year
Then stick to those dates every single year!

52. DON’T FORGET:
As you roll-out new
changes in your program,
be prepared for your
employees to be asking the
question:

53. “ ”
How will these
changes affect me?

54. Talk to key stakeholders
and decide when changes
will go into effect and how
to handle the potential
aftermath of each
change
HOW TO ADDRESS THIS:

55. STEP 3

56. Learn what the
company goals are

57. Learn what the
company goals are
and uncover the steps for
how you’ll reach them

58. Some of the most revealing pieces of
information are uncovered when you
stop moving forward and instead take
a bird’s eye view at your company.

59. This allows you to pull
data that aligns
with your
organizational goals
and milestones planned
for the year ahead

60. Let’s say you decide
that 2016 will be:

61. “The Year of Growth”

62. determine
what that means.
first,

63. 2016: The Year of Growth
1. Increase revenue by 20%
2. Grow customer base by 35%
3. 15% increase in revenue
per customer

64. determine how
you’ll get there.
then,

65. 2016: The Year of Growth
1. Increase revenue by 20%
2. Grow customer base by 35%
3. 15% increase in revenue
per customer
experienced, well-trained
salespeople and a strong
customer success team

66. communicate
this with:

67. KEY STAKEHOLDERS
RECRUITERS
FINANCE TEAMS
1.
2.
3.
communicate
this with:

68. Then, start taking action!

69. Wrapping up your year
of business may seem
like a lot of work...

70. But it can mean the
difference between:

71. But it can mean the
difference between:
a successful year moving forward,

72. But it can mean the
difference between:
a successful year moving forward,
or a year that looks just like the one before

73. But it can mean the
difference between:
a successful year moving forward,
or a year that looks just like the one before
(SUCCESSES AND MISTAKES INCLUDED)

74. JUST REMEMBER TO:

75. JUST REMEMBER TO:
take a moment to reflect on your year

76. JUST REMEMBER TO:
take a moment to reflect on your year
create benchmarks and stick to them

77. JUST REMEMBER TO:
take a moment to reflect on your year
create benchmarks and stick to them
define company goals & a strategy for reaching them

78. and you’ll be prepared
for a very successful
year ahead!