Is A Yearly Audit On Your To Do List?

I have been a C12 Group member now for over 6 years. For the past 6 years, our December meeting material has included one segment that has been the same every year. While you would think that might get boring after a couple of years, it doesn’t. This one segment is called the “Yearly Audit” and it is a very effective tool for a year-end review.

LIFE Planning

If you read my series of posts on my LIFE planning process, you will likely remember that I spend time at the end of every year reviewing that year and creating a game plan for the next year. I feel this process is a critical part of my job as a CEO, husband, and father, as well as all of the other roles I play throughout the year. One valuable part of this annual process is C12’s “Yearly Audit” segment.

I encourage you not only to read this segment, but also to incorporate it into your own year-end review process. If you do not have a year-end review process, then this is the perfect tool with which to start!

Below is the introduction to the segment by C12 founder Buck Jacobs.

Yearly Audit

[box]It has become a year-end tradition in each of our C12 groups to take a uniquely Christ-centered retrospective look at the results of our past year’s activities, focusing on the eternal perspective.

Taking such an inventory is, of course, a very normal thing to do in the economic dimensions of our businesses. We’re all familiar with such metrics as net income, profit margin, ROI, market share, and sales growth. We’ve devised numerous ways to measure our financial effectiveness and it’s important that we use them well.

This segment, however, is entitled Working ‘On’ my MINISTRY in God’s Business and in it we focus on an entirely different set of criteria. In many ways it’s much more difficult to measure our results in the ministry or spiritual dimension of our business lives. The whole idea of using our business as a platform for ministry can sometimes seem bewildering as it’s not nearly as well ‘codified’ as such routine business processes like filling orders and tracking financial profit or loss.

In terms of what’s eternally important to our lives, the spiritual dimension is much more — even infinitely more — important to us. So, with apologies to none, we are now going to offer some thoughts on how we might take a year-end audit from a uniquely Kingdom-oriented perspective.

What is it that we should be looking for as we examine ourselves and our spiritual lives in relation to the ministry in our business? Is it only souls won to the Lord, or dollars given to support His work, the number of Christ-honoring events we’ve hosted, or the number of tracts distributed? Is it only those things that we can quantify?

No, of course not. While we know that all these things are an important part of the fruit of our ministry which need to be quantified and recorded to help us measure progress in these areas, we also know that there’s another set of criteria.

It is these personal criteria that we’ll examine today. These criteria pertain to growth, the kind of growth that will lead to fruit…much fruit! We offer these criteria as indicators of growth which we can all use to measure what kind of a year we really had in our Master’s eyes.

For those who were members a year ago, we recommend putting the prior year’s ratings alongside for comparison purposes, as each of these areas deserve long-term focus. For each of the following 10 dimensions, rate your year from 1 to 10, with 1 being Low, 5 Average and 10 High as measured against your potential or opportunity.

– Buck Jacobs[/box]

Yearly Audit Download

Now that you know what to do, CLICK HERE to download the “Yearly Audit” in .pdf format. I encourage you to begin in prayer, asking God to prick your heart in any area that He wants to get your attention.

I hope you find the process of going through these questions to be as fruitful as I have. If you approach it with the right heart, I am sure you will see the benefit.

Are you currently doing a self-evaluation at year end?

If not, what other ways are you planning for effectiveness?

Do you see how this “Yearly Audit” can help you focus?