Concrete Goals Tracker for Small Business

Concrete Goals Tracker for Small Business

Small Business CGT The Printable CEO and Compact Calendar were recently mentioned in HVACRBUSINESS, a trade magazine covering management issues relevant to the heating/venting/air conditioning industry (HVAC). Cool! This is the first time that any piece of the PCEO has appeared in an actual printed magazine, so I’m very tickled. Plus, I find HVAC interesting because it’s one of those hidden pieces of infrastructure that we aren’t usually aware of; flipping through the magazine is a glimpse into a secret world known only to its practitioners. I love learning about stuff like that.

What’s particularly interesting is that HVACRBUSINESS made their own list of “Worth Doing” rules for HVAC business owners. I volunteered a custom version of the CGT because I thought it might be cool.

General Small Business Goals

As I was working on the custom version, I noted it actually applies to many service-oriented businesses. The following is my re-interpretation of the list provided by Ron Smith, one of HVACRBUSINESS’ editorial advisory board members; I’ve reworded it just to be a bit more concrete, and also rejiggered the point values to make 4 distinct groups.


  • It’s invoicing billable work
  • It’s acquiring a new customer
  • It’s keeping your current customers


  • It’s a measured increase in productivity
  • It’s finding and hiring the right people
  • It’s quality on-going training
  • It’s introducing a new product to an existing customer


  • It’s a new revenue stream opportunity
  • It’s applying the latest computer tech


  • It improves your community presence.

It’s basically the same as the list provided by Mr Smith, except I’ve inserted langauge to emphasis the completion of tasks. If you don’t emphasize what gets done and why, you might end up spinning your wheels. You can download my small business version of the Concrete Goals Tracker and give it a spin. Let me know how if it works for you.

Productivity Systems and Willpower

The publisher, Terry Tanker, also provided a great insight into productivity systems in his writeup. I have suspected this for a while myself:

I’ve been searching over the years for the perfect organizational tool to increase my productivity. I’ve tried pocket daytimers, larger monthly planners, and a variety of electronic devices. I’ve come to the conclusion that it’s like working out and losing weight — they all work as long as you just do it.

I have a lot of respect for small business owners in the services and maintenance industries, because it’s a lot of honest work, and I can learn a lot about what the next step of business growth might be like. Thanks, Terry, for the glimpse into your part of the business world! You can check out his editorial on productivity tools at