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From Stuck to Success: Overcome Procrastination to Planning

From Stuck to Success: Overcome Procrastination to Planning

Michele Duwe from Miss Task | Life Stuck On Repeat: From Procrastination To Planning

You’ve been thinking about launching that podcast, creating that course, or finally setting up that email funnel. You know it’s important, yet every time you sit down to start, you find yourself doing something else—tweaking your website, answering emails, scrolling social media. Before you know it, another day (or month) has passed, and that big project is still sitting on your to-do list. Sound familiar? You’re not alone. The truth is, moving from procrastination to planning isn’t just about motivation—it’s about breaking free from the overwhelm and creating a system that makes taking action easier. Let’s talk about how you can finally stop spinning your wheels and start making real progress.

Procrastination Feels Safe, But It’s Holding You Back

Let’s be honest—procrastination isn’t just about being lazy or unmotivated. In fact, you’re probably very motivated when it comes to serving your clients, checking off daily tasks, or even brainstorming new ideas. But when it comes to starting something big—something unfamiliar—your brain starts throwing up roadblocks.

Why? Because procrastination feels safe.

I know this struggle firsthand. When I transitioned from doing weekly YouTube videos to launching my podcast, it took me over four months to actually get it off the ground. Normally, I'm not the kind of person who requires outside accountability, but I found that working with a business coach was essential in this situation. It wasn’t because I didn’t have the skills or the know-how—I had already been creating video content! But fear crept in. What if the podcast didn’t work? What if no one listened? What if I was making the wrong move?

And if I’m being really honest, there was something else keeping me stuck: I have a hard time letting things go, even when they’re no longer serving me. I had invested so much time into YouTube that it felt wrong to walk away, even though I knew my podcast would be a better fit for my business. The feelings of guilt and shame over the sunk costs of time, money, and energy.

Each of us has different reasons our minds keep us stuck, but at the core, it’s always some form of fear. Fear of failure. Fear of making the wrong choice. Fear of letting go. Even when I recorded my first-ever YouTube video, it didn’t come from a place of confidence or clarity—it came from sheer frustration. And let’s be real, frustration is not the energy content needs to be created with.

Maybe you can relate. You want to take action, but something keeps holding you back. The big projects—the ones that could actually move your business forward—sit untouched while you stay busy with smaller, more familiar tasks.

But here’s the truth: God didn’t call you to a life of hesitation. He called you to step out in faith.

That podcast? That course? That business idea? You weren’t given that vision by accident. But your calling requires action, not just thinking about it. The good news? You don’t have to figure it all out today. You just need to take one small next step forward.

Identifying Your Procrastination Triggers

If you’ve ever found yourself avoiding a big task even when you have plenty of time to complete it, you’re not alone. Procrastination isn’t just a bad habit—it’s often driven by subconscious patterns in the brain.

Your limbic system, which controls emotions and immediate responses, craves immediate gratification and pushes you toward default actions that feel comfortable. On the other hand, your prefrontal cortex, the part of your brain responsible for decision-making and long-term planning, knows that taking action now will benefit your own life in the long run. The battle between these two areas of your brain is what keeps you stuck in a procrastination habit.

So, what’s really happening when you avoid taking action? Instead of moving forward, you:

  • Stay in the planning stage because research feels like a positive thing (even though it’s just another form of procrastination).
  • Fill your day with smaller tasks that give you the illusion of productivity but don’t move the needle.
  • Wait for the right time, thinking you’ll feel more prepared next time (spoiler: you won’t).
  • Convince yourself that you need enough time to do things perfectly, which leads to poor time management and scrambling at the last minute.

What Are Your Triggers?

The first step to breaking this cycle is to understand what kind of person you are when it comes to procrastination. Ask yourself:

•    Do I avoid big projects because they feel overwhelming?

•    Do I tell myself I need to be in the right mood before I start?

•    Do I push things off to the following day just because I don’t feel like doing them now?

•    Do I struggle with effective planning and taking action in manageable chunks?

For me, my failure mode used to be over-researching and staying in the planning process for too long. I convinced myself I was “getting ready,” but in reality, I was stuck in a comfort zone of endless learning instead of doing. It boiled down to the fact that I lacked confidence in my abilities.

Identifying your trigger is powerful because once you know what’s keeping you stuck, you can break free from it. And the best plan of attack? Stop thinking about the whole project and start with the next small step.

Get It All Out of Your Head – Creating a Wish List

One of the biggest reasons big projects feel overwhelming is because they are a jumble of thoughts in your mind. The thought of the task alone can trigger stress, keeping you stuck in a cycle of avoidance. But a powerful tool can break this pattern: a simple brain dump or creating a mind map.

The best way to move from procrastination to planning is to get everything out of your head and onto paper (or into a digital doc). This isn’t about creating a polished plan of attack—it’s about clearing mental clutter so you can see the specific times and tasks needed to move forward.

How to Brain Dump Effectively

  1. Set a timer (try the Pomodoro technique—work for a set amount of time, like 25 minutes, then take a short break).
  2. Write down every single task, idea, and concern related to your project—no filtering.
  3. If a blank page feels intimidating, start with categories like content creation, tech setup, outreach, or launch details.
  4. Don’t worry about order or time management techniques yet—just get it all out.

Why This Works

This simple exercise turns the big task in your head into manageable chunks on paper. It also helps eliminate feelings of guilt and frustration because you now have a clear starting point instead of an overwhelming mental load.

Remember, a good idea is worth pursuing, but without action, it stays just that—an idea. 

This step moves you from just thinking about it to actually doing something about it.

Michele Duwe from Miss Task | Life Stuck On Repeat: From Procrastination To Planning

Work Backward to Map Out a Plan

Now that you’ve done a brain dump, you might be staring at a long, unorganized list. That’s okay!

The next step is to take all those scattered ideas and create a planning process that works for you.

The easiest way to do this? Work backward.

Instead of getting stuck in the planning stage and overthinking where to begin, start with the big moment—the finished project. Then, break it down step by step, moving in reverse. This method helps you avoid poor time management, keeps you from getting lost in the details, and makes sure you’re focusing on what truly matters.

Just in case you’re like so many of my clients, what holds you back is not knowing how to put it all together. They do better if they have a head start to motivate them into future actions. You may find it easier if the process is started for you. Then, you only need to tweak the small steps for yourself. If this sounds you, here are a couple of sample workflows to get you working backward from completion to idea:

Creating an Email Funnel

Are you a little bit stuck on creating that next sales funnel to grow your email list?

  • Completion: Finalize and promote the lead magnet

– Promote the lead magnet on social media, website, and email list

– Schedule a launch debrief meeting to discuss what worked well and what didn’t work well

– Collect and analyze metrics to measure the lead magnet's success

– Make adjustments as needed to improve future lead magnets

  • Launch: Publish and distribute the lead magnet

– Test the lead magnet for usability and functionality

– Publish the lead magnet on your website or landing page

– Develop a plan to distribute the lead magnet to your target audience

  • Design: Create an attractive and effective design for the lead magnet

– Determine the design elements needed to make the lead magnet visually appealing

– Work with a designer or use a design tool to create a polished final product

– Ensure that the design aligns with your branding and messaging

  • Content: Write and develop the content for the lead magnet

– Develop an outline for the content and determine what needs to be covered

– Write, edit and proofread promotional material, such as social media posts

– Write, edit, and proofread the content for accuracy and clarity

  • Idea: Brainstorm and plan the lead magnet concept

– Determine the problem your ideal client is attempting to solve

– Brainstorm potential ideas for the lead magnet

– Decide which one idea is aligned with your paid offer and the problem your ideal client is attempting to solve

By working backward from completion to idea, you can ensure your lead magnet is well-designed, effective, and aligned with your brand and messaging.

Example: Launching a Podcast

Let’s say your goal is to launch a podcast. Instead of asking, “Where do I start?” ask, “What does the end result look like?” Then, break it down step by step.

1.    Final Step: Your first episode is live, and you’re promoting it everywhere.

2.    You’ve submitted your podcast to directories like Apple Podcasts and Spotify.

3.    You’ve recorded and edited your first 3-5 episodes.

4.    You’ve outlined episode topics and planned content for your first season.

5.    You’ve chosen your podcast hosting platform.

6.    You’ve selected and set up your microphone and recording software.

7.    First Step: You’ve committed to your podcast idea and created a timeline for launch.

By doing this, you’ve taken a big task and turned it into a clear plan of attack with specific times for each step. Instead of sitting in front of a blank page, wondering where to begin, you now have a roadmap that makes it easy to take the next step.

 

Why This Works

  • It removes uncertainty. Instead of staring at an overwhelming list, you now have clear action steps.
  • It prevents the “last-minute” scramble. By breaking it down, you give yourself plenty of time to work through each phase.
  • It keeps you from skipping important steps. Working backward forces you to think through everything, so nothing gets missed.
  • It turns procrastination into action. A clear plan eliminates the need for “the right time” because you know exactly what needs to happen next.
  • At this point, you’ve moved from procrastination habit to an effective planning strategy. Now, it’s time to set a realistic timeline and make sure you follow through.

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Set a Realistic Timeline

Now that you have a clear plan of attack, the next important thing is setting a timeline that works. Most entrepreneurs fall into one of two traps:

  1. They think they have plenty of time, so they keep putting it off until the last minute.
  2. They believe they need the perfect conditions before starting, so they never actually begin.

Both of these are just different forms of procrastination, and both are rooted in subconscious habits rather than logic. To break free, we’re going to use a simple NLP reprogramming exercise.

Rewire Your Procrastination Habit with This Exercise

If you’ve been stuck in failure mode, struggling to take action on a big task, try this quick visualization technique:

  1. Dissociate from the struggle – Close your eyes and imagine watching yourself on a movie screen. See yourself staring at the blank page, hesitating, feeling overwhelmed.
  2. Fast-forward the scene – Picture your future self taking action with confidence. You’re at your desk, working on your project with ease.
  3. Step into the future version of yourself – Now, mentally step into that scene. How does it feel to be in full action mode? What’s different about your mindset?
  4. Future pace your success – Imagine a few months from now when your project is complete. How does it feel? What opportunities have opened up? What doors has God placed in your path because you took action?
  5. Anchor this feeling – Take a deep breath and commit to embodying this version of yourself, the person who plans effectively, follows through, and stays out of procrastination mode.

By shifting your default action from avoidance to small, intentional steps, you train your brain to respond differently the next time you feel overwhelmed.

At the end of the day, the only person who can take control and move forward is you. You're the one in charge, so it's up to you to make things happen. Believe in yourself and your abilities, and take that first step towards creating a simple system that works for you. You've got this!

Double Your Timeline for Success

One of the best time management techniques you can implement is doubling your estimated timeline. Why? Because most of us underestimate how long things will take. Or maybe that is just me? 🤷‍♀️

If you think you need:

    •    Two weeks to outline your podcast, give yourself four weeks.

    •    Three days to set up your course platform, give yourself six days.

    •    One hour to write an email sequence, schedule two hours.

This doesn’t mean you’re working slowly—it means you’re working realistically. When you plan for extra time, you avoid the pressure of rushing at the last minute, and you allow space for adjustments. This also removes feelings of guilt when things take longer than expected.

The goal isn’t to create short-term bursts of productivity—it’s to build a powerful tool for long-term success.

Time to Wrap This Up

God doesn’t call us to wait for the perfect time—He calls us to take the next step. You don’t need to see the whole path right now. You just need to trust that every step forward is leading you to something worth pursuing.

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.

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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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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.

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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 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!

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Happy planning!

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