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How to Achieve Your Goals and Grow Your Business

How to Achieve Your Goals and Grow Your Business

The journal entry said, “I’m sitting down right now typing this in the same place I was a year ago, two years ago, three years ago.”

Can you relate to this? As a mother with a bustling household and ambitious business dreams, have you found yourself asking, ‘How exactly do I turn this goal into my reality this year?

If you’re anything like me, this may not be the first year you have set a goal to make your business dream a reality.

Let’s have a heart-to-heart conversation about how to achieve your goal. Here are five tips that you can do to hit your goals. Do them all, or take the tips that you feel will drive you to achievement. 

1. Take Action Towards Your Goals

Yes, this one is not groundbreaking. Hear me out: I am surprised at the number of clients I’ve worked with who set a goal without creating an action plan Or the entrepreneurs who change the goal right before they are about to hit the goal, sabotaging their success.

This one is not a shocker. You have to take action. I’ve not found a goal yet that achieved itself. 

Remember, any action is better than not taking any action. 

One thing that I’ve told team members in the past is that this isn’t brain surgery. If we take the wrong action, we give ourselves grace and try something different. 

Please let me give you this disclaimer. I’ve not always had this perspective. Nope, I had to go through a few years of insanity, you know, doing the same thing and expecting a different result before I embraced messy, imperfect action. 

The first step to achieve your goal is action. Dreams become attainable when we put in the effort. Remember, any action, no matter how small, is better than inaction. Embrace the mantra, “Business is easy when I take messy, imperfect action,” and let it guide you through the uncertainties and challenges of entrepreneurship.

 

When I get all in my head or allow something else to become more important than achieving my goal, this is when I pull out the old trusty business mantra. 

Business is easy when I take messy, imperfect action.

How to Achieve Your Goals and Grow Your Business | Online Business Owner writing out goals

Write Yourself a Motivational Note

On days when motivation wanes, a personal note can be a powerful reminder to stay on course. Write yourself a tough love note to pull out on those days when you feel like giving up or not doing the things that need to be done. 

I did this a few years ago when I found myself comparing my beginning to other online businesses middle. It wasn’t anything special. I just pulled out a piece of paper and wrote a note to myself. It was short and sweet. 

Hey Michele,

Stay in your own lane, honey. You’ve got this, stop comparing yourself to everyone else. 

Love you,

Chele

That note was my bookmark in my journal. A daily reminder that I must run my own race. 

3. Accountability: The Key to Success

Holding yourself accountable is essential. I get it; this is easier for some than others. It's about prioritizing your goals, even as you balance the demands of family and business.

We have to hold ourselves accountable or get an accountability business buddy. If it is not important to you, who is it important to?

It is that personal accountability, that self-integrity that we need to hold as a gold standard. Keeping your promise to yourself must be as important as keeping a promise to another.

It can be easy to put others’ needs and to-do lists before our own. When it comes down to it, we ultimately make the decision. We make the choice. It’s either important to us, or it’s not. If it is truly important, we will find the time. And if not, any excuse will do.

Walk Through

Watch the video below as I walk you through these key points.

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Little Side Note

“Success seems to be connected with action. Successful people keep moving. They make mistakes, but they don't quit.” ~Conrad Hilton~

The Power of Saying No

Friends, if you want to step into a true leader of your business, learning to say no is vital. 

Say no to obligations that don't align with your goals or values. Are you horrified right now? 

It’s okay to say no. If you need permission, I give you permission to say no to things that you feel you “should” do. Just say no. In order to balance your budding business and busy family, it require you to be a good steward of your time. 

I encourage you to say no to things that you should say no to. The things that you do out of obligation.

It gets easier to say no, I promise. But when you say no to busy work or things that bring you frustration, it allows you to say YES to the things that you actually want to do. 

In the end, when you say yes to things that you should say no to, it means that you are saying no to something you’d love to say YES to. If that makes any sense. 

Start off by challenging yourself to say no at least once a day when you normally would have said yes out of obligation. It is perfectly okay to ask if you can evaluate your schedule and get back to them. Doing this allows you to think through if it is a good yes. What is worse than saying yes than going back on our word? Is it better to say no right away?

Why are you saying yes if your gut reaction is not a million yeses when asked to do something?

Putting your goal first will be much easier once you’ve built up your “no” muscle. If you’re still struggling to say no. Create a no list. Create a list of things that you’ve done in the past that you will say no to in the future. C’mon friend, I know you have these.

Ask Yourself, “What If?”

Consider the consequences of not taking action towards your goals. Ask yourself, “What if I don’t take any action towards my goal?” What will happen? You guessed it, you're not going to achieve your goal again. What else will happen? 

You're probably going to feel pretty frustrated and disappointed in yourself. Are you okay with that? 

If it’s not a big deal to you, why did you set the goal to begin with? 

What if things don’t go as planned? How do you handle this? Do you stop throwing up your hands and start in on all the excuses? From managing a busy family and building an online business, I know that something always seems to throw a wrench into my plan. How you react is what matters. Prepare yourself for potential setbacks and have a strategy to handle them. Also, envision the positive outcomes. What will achieving your goal means for your life and business? Focusing on the positive can dramatically shift your mindset.

Always ask what if…

Ask what if I do not take any action towards my goal. What will happen, what is the outcome? What if it doesn’t go as planned, how will I handle it. Cause we all know that things do not go as planned. What are you going to do? How will you react? Think through all the things that could derail you from achieving your goal. 

Make sure to ask yourself, what if it works? What if I achieve this goal? How will it change my life and my business? 

We need to think through things beforehand to reframe our thinking. To stop looking for the negative and to start looking for the positive. Because I promise you whatever you’re looking for, you’ll find.

Content Systems for Growth Podcast | How to Achieve Your Goals and Grow Your Business

Celebrate Every Success

Remember to celebrate your achievements every day, no matter how small. 

Being your own cheerleader is essential in maintaining motivation and momentum towards your goal. 

Next week's episode 50 Power of Small Wins is sure to inspire. 

It’s Time To Wrap This Up

Here are the key takeaways when working to achieve your goal.

  • Take small, daily actions towards your goals.
  • Keep a motivational note handy for challenging days.
  • There is no such thing as perfect, messy imperfect action that will get you much further to achieving your goals than waiting for perfect. And you’ll also learn and grow a ton along the way. 
  • If your goal is not important to you, who is important too?
  • Prioritize your goal; say no to tasks that don't align with them.
  • Ask What if it doesn’t work, what will I do? What if it does work? What will I do?
  • Celebrate your successes and be your own cheerleader.

As a busy mother with an active family, achieving your goal is all about finding balance, staying motivated, and prioritizing your dreams. You have the strength and determination to make your goals a reality.

Book A 1-Hour Virtual Session

Discover the Secret to Effortless Content Creation –

From Overwhelmed to Thriving: Your Content Creation Simplified Journey Starts Here!

Here are a couple of suggested posts from the past. 

Mind Mapping To Plan Your Goals

Mind Mapping To Plan Your Goals

Mind mapping to plan your goals changes the way your brain thinks as it moves it into a creative and visual activity. You’re able to create a mind map with software or on paper. I like to create mine on paper and let my mind wander.

Accountability Buddy for Success

How Can I Increase My Chances Of Success As A Solopreneur?

How can I increase my chances of success as a solopreneur? Find yourself a business bestie that will hold you accountable for achieving the big scary commitments that you’ve made to your online business.

Clear Goals, Bright Futures: 3 Visual Goal Tracking Methods for Female Entrepreneurs

Clear Goals, Bright Futures: 3 Visual Goal Tracking Methods for Female Entrepreneurs

Michele Duwe from Miss Task | Small Business Owner working at desk| Empowering Your Vision: Three Visual Goal Tracking Methods for Female Entrepreneurs

Do you ever feel like your business goals are just out of reach, muddied by the daily juggle of work and family? Let's bring them into clear focus. Discover how visual goal tracking is not just a method but a journey to achieving your deepest entrepreneurial dreams.

Getting distracted from our goals can be easy as we go about our daily lives and businesses.  Visual goal tracking will help keep you focused and motivated, giving you the clarity needed to succeed. With the right tools, you can visualize your progress and stay on track with your goals.

Visual goal tracking is a powerful tool that allows you to see your progress and stay motivated. It's more than just ticking off a to-do list; it's about visualizing your path to success.

The Power of Visual Goal Tracking

For online entrepreneurs, goal setting is essential. It provides a roadmap for your business and helps you stay focused even with day-to-day distractions. Goals give you direction; they act like your compass to ensure you stay on course.

But it's not just about setting goals; it's about keeping them in your line of sight. Visual goal tracking makes this process engaging and interactive. If you’re looking for a refreshed way to achieve your goals, here are a few different tools for Visually Tracking Goals.

Method One: The Chalkboard Method

The Chalkboard Method from Being Boss was first introduced to me inside the Ashlyn Writes Course Primed to Launch. If you want to check out the course, I’ll save you the Google search. Here is the link to her sales page: https://primedtolaunch.com

Ashlyn uses a chalkboard to visually see where she is at with her goals for the year. Ashlyn goes on to say that she first heard of this method herself from Being Boss. 

Here is the link to the podcast that they break it down: https://beingboss.club/podcast/episode-79-chalkboard-method  

Also, they have a PDF explaining it all in detail that you can download.

 

My Chalkboard Method

Since 2021, I’ve written my goals on the chalkboard in my office. This is on the other side of my desk so that I can always see it. It’s the first thing I see when I walk into the office. It is a constant reminder of what I working towards. 

Do you have room for a whiteboard or chalkboard in your office? If not, you can purchase whiteboard or chalkboard vinyl with adhesive and apply it to your wall. That’s exactly what I have! I got it from Amazon for under $20. Super simple.

Method Two: Notion for Vision Boards and Goal Settings

Notion is a fantastic tool for visually setting and tracking your goals. Its simplicity and flexibility make it an ideal platform for creating vision boards and managing goals. All in one place. 

Creating a Vision Board: Start by setting up a new page in Notion dedicated to your vision board. Here, you can visually map out your goals using images, inspiring quotes, and links to important resources. This visual representation serves as a constant reminder of your targets and intentions.

Setting Quarterly Goals: Break down your long-term goals into manageable, quarterly objectives. In Notion, allocate a section for each quarter and choose one primary goal to focus on. This approach helps maintain clarity and ensures you are not spreading your efforts too thinly.

Tracking Progress: Use Notion’s checklist and progress bar features to track your achievements. Regular updates to your goals and vision board are essential. They reflect your growing business strategy and personal growth as an entrepreneur.

Staying Motivated: Your Notion board is not just for planning but also for inspiration. It becomes a record of your journey, showcasing both your progress and the learning curve. On challenging days, this visual diary can motivate you, reminding you of how far you've come and what you're striving for.

Michele Duwe from Miss Task | Small Business Owner working at desk| Empowering Your Vision: Three Visual Goal Tracking Methods for Female Entrepreneurs

Method Three: Visual Goal Tracking with Milanote

Are you an entrepreneur who loves organizing your ideas visually? Milanote is like a digital whiteboard that brings your goals to life. It’s a user-friendly tool that helps you see your business plans clearly and creatively.

Why Milanote Works for Entrepreneurs: Milanote's intuitive design is perfect for those who think in pictures and colors rather than lists and spreadsheets. It lets you create visual boards where you can pin ideas, goals, images, and to-do lists – all in one view. This makes it easier to see the big picture of your business journey.

Setting Up Your Goal Board: Start by creating a new board in Milanote specifically for your business goals. You can add sections for different aspects of your business, like marketing, product development, or personal growth. Within each section, pin notes, images, or web links representing your goals.

Organize and Prioritize: Milanote’s flexibility allows you to easily move ideas and goals around as your priorities change. This is especially helpful for busy entrepreneurs who need to adjust quickly. You can also use Milanote’s checklist feature to track your progress.

Visualizing Next Steps: Not only can you outline your goals, but you can also visually map out the steps to achieve them. Combine images and checklists to create a clear path for each goal. This visual approach helps break down complex goals into small, manageable action steps.

Milanote for Inspiration: Keep your motivation high by using Milanote as an inspiration board. Add quotes, success stories, and anything else that keeps you inspired. This way, Milanote becomes more than a planning tool; it’s a source of daily encouragement as you grow your business.

Michele Duwe from Miss Task | Small Business Owner working at desk| Empowering Your Vision: Three Visual Goal Tracking Methods for Female Entrepreneurs

Business Mantra

Do you have a business mantra that keeps you motivated toward your goals? I’ve had the same one for years! It is “Business is easy when I take messy, imperfect action.” The idea came from a group coaching I’ve been part of in the past.

This mantra was a game-changer for me. because before, I started taking messy action. I found that I would spin my wheels. Trying to find that perfect topic, trying to find the perfect thing to write content on, trying to find the perfect, the perfect that didn't exist because I was never doing anything. 

I was just keeping myself busy. Not taking the right action. But when I adopt this business mantra, I'm going to take messy, imperfect action. This changed everything for me. This is what helped me get consistent with my content creation. One simple mantra I could repeat is what helped me move ahead and jump ahead in my business.  It helped me get out of that trap of perfectionism.  

What business mantra do you need to create for yourself to keep you pushing towards your goals? When perfectionism, procrastination, and busyness get in your way.

Are You Committing to Your Goals?

Friends, I want to take you back in time with me. At the end of 2020, it was my first experience with visual goal tracking. On my chalkboard, I wrote down two commitments that I wanted to achieve in my business in the first quarter of 2021. I wrote them on the chalkboard in my office so that I could visually see these goals every day. Do you know what else? My family could also see what I was working toward achieving. I don’t know about you, but I think it is very beneficial for children to see their parents working on goals and achieving them. 

I had two visual goals I was tracking. The first was to complete my Yes Supply Coaching Certification. I had been working through this certification for over a year and was determined to finish it in the first quarter. I did this. I received my certification in the first quarter of 2021.

My second one. Woo. That one was challenging for me because it came with a bunch of mind drama. Lucky for me, I was getting a ton of free coaching from the other members of the Yes Supply Coaching Certification. It was a win-win.  

The second goal I was working towards was to Pick and stick – Everything gets easier with consistency = weekly YouTube Videos. This is exactly how it was written on my chalkboard.

I achieved this goal as well. I began creating and publishing YouTube videos at the end of 2020, and I did this consistently every week until the end of the first quarter of 2023. It was frankly tough for me to break this commitment. But in the end, I had to decide where my priorities were, with my family and my clients, or sticking to my commitment to making videos.

I had too many other things in my business, and I was struggling to be able to get them all done. I was really on the brink of burnout. I needed to make the best decision for myself and for my family. Do I continue going with the YouTube videos, or if I should pivot at that point into a podcast? 

Obviously, I pivoted to a podcast because you're listening to that right now. And it was the best decision that I could make for myself. 

 My number two commitment was very hard. Okay, it was hard because that is what I told myself. We believe what we tell ourselves. Our brains will look for every excuse in the book not to do something outside our comfort zone. 

Do you want to know how I overcame my struggles? Embracing it is not hard; I just needed to reframe my mindset around creating content. Letting go of the worries of what people would think.

Being able to believe that my sweat and tears from growing my business can help someone else who may be facing similar challenges. I had to admit to myself that I was holding myself back because of imposter syndrome and fear. I focused too much on myself, not on who I wanted to serve. In my selfishness, I robbed others from realizing they were not alone. I've been there, too, I understand. It doesn't matter if you are writing a blog post, recording a podcast, or finally making your video debut.  This is where you, too, can embrace the mantra that changed my content strategy: Business is easy when I take messy, imperfect action.

Committing to your goals is hard. Taking action is hard. But do you know what else is hard? Beating yourself up because you’re in the same place year after year in your business. Or maybe you dream of starting a business and never commit to taking the next steps. Was it hard to commit to creating consistent content week after week. I’m guessing you know the answer. 

In order to stay true to my word, I had to follow through with my commitment. I had to do it anyway. I had to work through putting my content out into the world; even though everything in me was screaming, it was not good enough. Even if it’s not good enough, I did it anyway.  Do you know what happens when you show up every week consistently? The whole thing gets easier. Okay, friend, I’m stepping off my soap box now.

It’s time to wrap this up.

The whole point of my soap box was that I had my goals front and center. I visually had them in front of me every single day. I could see when I was falling short when I was allowing my fear and my imposter syndrome to get in the way. That’s the beautiful thing about visual goal tracking: you have the compass pointing you in the right direction. Whatever you want to achieve, you can do it. I believe in you.  

Thank you so much for reading. I appreciate you. And I hope you have a wonderful week.

Book A 1-Hour Virtual Session

Discover the Secret to Effortless Content Creation –

From Overwhelmed to Thriving: Your Content Creation Simplified Journey Starts Here!

Simple Action to Mapping Your Next Project

Simple Action To Mappying Your Next Project

Are you looking for a simple action to mapping your next project? Allow your mind to move into a creative space by building a mind map of all the action steps.

Accountability Buddy for Success

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New Year Planning! Annual Plan for Online Entrepreneurs

New Year Planning! Annual Plan for Online Entrepreneurs

Michele Duwe from Miss Task | Small Business Owner working at desk: Start the New Year Strong! Plan Your New Year An Annual Planning Blueprint

Can you believe another year has flown by? I don’t know about you, but this year has been a journey of ups and downs. I frequently have to remind myself that the LORD's plan is always greater when things do not go exactly how I planned. With that said, an annual plan provides a compass so you don't lose sight of what's important when you hit the bumps in the road.

Successful online business owners understand that business ebbs and flows. What you need to hold tight to is your why. That is what will keep you going during the struggles, and thankful in times of prosperity. Understanding what drives you towards your goals or why you are so passionate about taking yourself on this unknown journey of entrepreneurship. Your why, along with your what or the vision you have of where you want to go in the next year, three years, and even five years. Does this mean that every detail is planned? Nope, not at all. It's important to plan your year as a small business owner. But, even more essential to plan each quarter. That’s when you dive into the details.

Let's start the new year strong by creating a purposeful success plan. I'm sharing everything that's in my annual planning process. Download the Free Quarterly Planning Guide for Small Online Business Owners. It will be a resource that you will use time and time again. https://misstask.com/free-planning-workbook

If you’d like this in a Google Doc, I’ll put the link to get your hands on the Annual Toolkit for only $27! Here is the link to buy it now!

Why Create an Annual Plan?

Are you thinking, what the heck, Michele? Why do you need an annual plan? In the past, you may have flown by the seat of your pants and felt that worked well. However, if you intend to grow your business and become CEO, you must act like a CEO. What has worked in the past to get you to this point will not be what scales your business to the next level. 

You see, an annual plan provides many benefits:

  • It lets you set goals and work towards achieving them
  • Keeps you focused on what matters most to you 
  • Reduces the chance you'll lose sight of your priorities,
  • Provides direction and alignment for the year ahead
  • Helps you feel in control and on top of your business
  • Allows for less hustle to get everything done

Map Out Your Year

When we map out the year, this is our roadmap of where we want to go in the upcoming new year it allows you to focus on the big picture. 

Creating your roadmap for the full year allows you to schedule important events and commitments around your life when you block out vacation days. 

When you map out the year, you begin to understand your time bank—knowing what you can take on and still allowing yourself three-day weekends and spending time with your kids during the summer. 

It provides direction without getting stuck in the details. When you create your annual budget. Plan your launch schedule around your life and not your life around your business. Decide what major initiatives to undertake for the year, not only with your business but with your life, too. 

Because whether it is a business project or a personal project, it is important to keep it to one major initiative at a time. When you take on too much, you’ll not have enough time in the day to do all the things in the end, leaving you feeling like you’re failing.

​Begin With Reflection

Take a moment to reflect on what has happened in the past year before planning ahead. Allow yourself to identify successes and areas that need improvement. This will help you focus your energy on the initiatives that will have the most impact. Your wins and failures can teach you a lot. Take some time to reflect on what is most important to you. Write about the life you envision for yourself in the future.

Here are a few journal prompts to get you started:

  • What went really well that you want to repeat?
  • What are you most proud of?
  • What challenges did you face?
  • What changed you?
  • What do you want to do differently next year?
  • Remember, there is no failure, only feedback. What feedback did you receive?

Not much of a journaler? Don't worry; instead, write out an exhaustive list of key points and things you’d like to improve. As with everything, it has to work for you.

Michele Duwe from Miss Task | Start the New Year Strong! Plan Your New Year An Annual Planning Blueprint

How Happy Are You Really? 

Inside Notion, I have a daily journal. One of the fields is my daily happiness. By keeping track of this daily, I’m able to go into my monthly and yearly roll-ups and see how happy I really am in my day-to-day life.

Next, let's do a self-assessment to determine how happy you are with your life and online coaching business. Let me break this down for you, how happy are you with each of these categories in your life? One is not happy at all something must change, and ten means you’re over the moon happy.

  1. Money
  2. Personal Growth
  3. Self Care (Mind-Body-Spirit)
  4. Family and Friends
  5. Love and Relationships
  6. You Time (Fun and Leisure)
  7. Home Environment
  8. Online Business

Reflect On Your Assessment

  • What scored high in your self-assessment?
  • Why do you feel these things are working?
  • What is not working in your life and online business?
  • What scored low on your self-assessment?
  • Why do you feel these things are not working?
  • Where do you need to give yourself grace?

Vision Planning for the New Year

If you have a journal, now is the perfect time to get it out to dream about your future life. Really, let your mind wander as you think about what you’re aspiring to achieve in the new year. Step into your future self and what is different in your future life. In one year, where do you hope to be? I believe this is very important; what do you want your feelings to be one year from now?

I’m not stopping there; here is a list of questions for you to journal on in order to gain even more clarity.

  • Where are you now in your present life?
  • Who do you want to become in the new year?
  • Where do you want to be in your life and online coaching business?
  • Where do you hope to be one year from now? 
  • What does your ideal life look like? 
  • What does your ideal schedule look like? 
  • Where are the gaps between who you are now and who you want to become?
  • What's holding you back? Let go of limiting beliefs.
  • Looking back at your self-assessment, where are you not in alignment?
  • What matters most in life to you?
  • What makes me the happiest?
  • What is one word to describe your focus for the year? Is it family, consistency, joy, or health?
  • My word for the upcoming year for my business is focus. One focus instead of trying to focus on too many things. Yes, I'm taking my own advice and not trying to accomplish too many things. 
  • My word for my personal life is less. I want to consume less, have less, and do less. I think those two work well together.

What is holding you back? Be honest with yourself; what beliefs or shoulds are you holding on to that are no longer serving you?

Once you have answered the following questions, go to Canva or Pinterest and create your vision board. On Pinterest, create a secret board and pin those images you want to embody in the new year. As for Canva, design an image for your desktop to keep your vision board and goals front and center!

Create a vision board with images representing your ideal future. Keep it visible as motivation.

Another thing that I do inside of Notion is my vision board. I find an image to represent one thing I envision in my life. Then, I write down why I want this and how it will make me feel.

Once I have my vision and goals inside of Notion, I create a vision board for my desktop. I have two monitors. One that has my vision board for the year. My main monitor has my vision board for the month. Yes, I create a vision board each month to focus on one thing.

Long-Form Content Planning

What is your content strategy for the year ahead? Does your long-form content lead up to your live launches? Does your pillar content support your revenue stream?

The long-form content in your business is a door away to working with your business; it should be given the proper amount of time. Does your long-form content showcase your skills and the benefits of your services?

Do you have a process to refresh, reuse, and repurpose your content? If you take the time to create the content, make sure you have a plan to spread the word without leading you to feel exhausted and overwhelmed.

Psst… I still have a few founding client spots if you’d like to lock in our Content Repurposing Services before the pricing goes up. Just saying. (:

Yay! Goal Planning

With your vision in mind, set goals for the year. Do you know what motivates you to accomplish your goals? Do you need outside accountability? If that’s the case, find yourself an accountability bestie. What if you’re not really sure?

In the past, I’ve mentioned Gretchen Rubin's book The Four Tendencies; here is a link to the quiz to find out your tendency: https://gretchenrubin.com/quiz/the-four-tendencies-quiz/. What, I know, right? It boils down to this: what drives you to take action to achieve your goals?

UPHOLDER: “I do what others expect of me—and what I expect from myself.”
QUESTIONER: “I do what I think is best, according to my judgment. If it doesn’t make sense, I won’t do it.”
OBLIGER: “I do what I have to do. I don’t want to let others down, but I may let myself down.”
REBEL: “I do what I want, in my own way. If you try to make me do something—even if I try to make myself do something—I’m less likely to do it.”
Gretchen Rubin, The Four Tendencies

Set Your Goals

  • What do you want to achieve this next year?
  • Launch a new service or product.
  • Hit your ideal income amount.
  • Achieve important business outcomes.
  • Make commitments to what you'll achieve
  • Address expected challenges
  • Get the resources you'll need (team, tools)

Are your goals in alignment with your vision? Be committed to achieving them. If you’re not committed to achieving your goals, who will be? I’ve mentioned this before: is it the right goal if you’re unwilling to dedicate time to your goal?

 Plan Your Budget

An essential part of annual planning is creating a budget for the year ahead.

Determine:

  • What are your financial goals for the new year? Not sure what financial goals to set? Here is a list:
    • Revenue goal
    • Spending goal
    • Savings goal
  • How much do you want to pay yourself this year?
    • Make sure your products and services are priced right to hit these goals. Have you done the math on your revenue goals versus the price of your offer?

Do you know if it is even possible to hit your revenue goals with how you have your services priced? 

I have a free resource, Know Thy Number. It has a bonus tab to Price for Profit. If you’ve not created a budget or do not have a clue how to price your services for profit, grab that free resource here: https://misstask.com/know-thy-numbers

Michele Duwe from Miss Task | Small Business Owner working at desk: Start the New Year Strong! Plan Your New Year An Annual Planning Blueprint

Get started on tracking your results today with our free Know Thy Numbers resource!


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Free Resource for coaches and course creators. Track your results to grow your business.

 Map Out Your Launches and Promotions 

The final piece to include in your annual planning is your launches, promotions, and time off:

  • Block out vacation days and regular days off first
  • Decide your quarterly focus areas
  • Schedule promotions and launches  
  • Allow time for new offer creation

One of the key reasons you map all of this out at a high level? It gives you a 10,000-foot view of your year. It allows you to avoid planning promotions or launches during your scheduled time off. I promise you, your family does not want to go on vacation while you’re in the middle of a launch. That would not be a vacation for anyone. 

Michele Duwe from Miss Task | Start the New Year Strong! Plan Your New Year An Annual Planning Blueprint

Time To Wrap Up New Year Planning

Wow, we made it to the end! You have everything you need for annual planning success! Download the FREE Quarterly Planning Resource to get started. 

Or, for $27, get the Annual Planning Google Doc template to use again and again.  Feel free to reach out with any questions. Here is the link to buy it now! Cheers to an amazing 2024!

Get It Now for only $27!

Happy planning!

Thank you so much for reading. I appreciate you and hope you have a wonderful week!