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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!


Simply click the link below to access the Google Sheet and make it your own.

Don't miss out on this valuable tool for analyzing and measuring the success of your content marketing efforts.

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!

5 Steps to Streamline Your Podcasting Workflow

5 Steps to Streamline Your Podcasting Workflow

Simplify your podcast production with a workflow in Asana

Are you struggling to stay consistent with publishing your podcast? Do everyday distractions get in the way? One trick that I'd like you to try out is implementing a podcasting workflow. Although it may sound complex, a workflow, in its simplicity, is the series of actions you take from start to finish.

Podcasting takes more than just hitting ‘record' and hoping for the best. Ever found yourself in a tangle because you skipped a step or two? You're not alone. Having a workflow in place can help prevent this from happening. It can also streamline the process and make it more efficient. A workflow makes managing your workload easier because you’re no longer guessing what to do when you sit down at your desk.

Here is How I Know

Hey there, fellow podcaster, I'm Michele. I'm right there with you, juggling the ins and outs of an online business. And let's be real, the ‘winging it' approach to content? It's a one-way ticket to burnout. I've been there and done that, trust me, it's awful. It took almost a year to bounce back and start creating content for my business. I can tell you from experience it did not do me any favors when it came to the growth of my business. I know, right?

Let's talk about saving your sanity (and your schedule) with something I wish I had from the start: a streamlined podcasting workflow in project management software like Asana, Trello, or MeisterTask.

It's like having a map to guide you from point A to point Z. Without it, you’ll likely take the long way around. A workflow for your podcast ensures you never miss a turn (or an episode) again. Ready to get your podcast process polished? Please say yes.

So, you're set to polish your podcast process with an effective workflow, but there's more to it than just efficiency. It's about safeguarding your most valuable asset—your creative spark. How do you do that? Let's avoid burnout.

Avoiding Burnout in Content Creation

Let’s face it: the grind of content creation can be relentless, but it's essential if you want the freedom that goes along with running an online business. Your content is what signals to the right people, “Here I am, ready to assist you.” This is your invitation to the people you help, why you want to help, and how you can help them.

Here’s the bottom line: if you’re burnt out from creating core content for your business, it will have a ripple effect on your lead generation. 

That's why I'm so passionate about workflows.

Your business can run more efficiently by creating repeatable, organized core content that can be easily created. Not having to make decisions every day in your business about what to do next with your content helps you avoid burnout from content creation. One simple step is to create a podcasting workflow.

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


Simply click the link below to access the Google Sheet and make it your own.

Don't miss out on this valuable tool for analyzing and measuring the success of your content marketing efforts.

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

What is a Podcast Workflow?

A podcast workflow is the series of steps you follow to take an episode from idea to publication. This includes planning, recording, editing, production and promotion.

Having a defined workflow reduces mistakes, backtracking, and frustration. It also frees up time for other important tasks by increasing efficiency.

Here are the main benefits of creating a podcast workflow:

  • Stay organized from episode ideation to promotion
  • Save time by avoiding last-minute scrambles
  • Reduce mistakes that require rework
  • Work more efficiently by following a process
  • Free up time for high-value tasks like promotion

What are the actual steps in your podcast creation process?

You might not have them mapped out in a project management tool yet, but I bet you follow some sort of process, even if it's not written down. And if you're finding gaps or having to double back, that's a telltale sign that it's time to get it down on paper—or, better yet, into a digital workflow.

David Allen nailed it when he said, “Your mind is for having ideas, not holding them.”

So, why not take a moment right now? Let's lay out the steps, clear and simple, and start shaping your podcasting workflow.

Here are 5 steps to streamline your podcast workflow:

1. Plan Ahead with a Content Calendar

Planning is key to an efficient podcast workflow. Decide on topics and potential guests at least a few weeks or, ideally, a month in advance. When selecting your episodes, ensure they align with your promotional or launch calendar.
If you do not have an idea bank to pull episode topics from, schedule a time when you’re the most creative to brainstorm upcoming topics.

Once you have an exhaustive list of ideas, create a content calendar that maps out episodes for the next three months. This will allow you to see your publication schedule at a glance.

Create a bare-bones outline of each episode's key points and discussion topics while it is fresh in your mind. I don’t know about you, but if I only write down an episode idea without a bit of context when it comes time to record, I’ll struggle to come up with talking points.

When I have a few points from when the idea pops into my head, this will help keep my squirrels in line during recording.

Planning ahead ensures you always have upcoming episodes lined up and ready to record. No more last-minute scrambles to put a show together. When you have a plan, it is simpler to be consistent with podcasting.

2. Schedule Interviews Seamlessly

Booking and coordinating with guests takes time and effort. Make it easier on yourself with a few key tools.

Use a scheduling tool like Calendly to share your availability. This allows guests to pick a time that works for their schedule.

As another option, if you’re on a budget, TinyCal is a simple calendar with a pay once and get lifetime access. For only $27, it is a pretty sweet deal. https://tidycal.com/

Once you have a date set, send a confirmation with the must-know information.  This includes the meeting link, topics to be discussed, and any questions you'll ask. This allows guests to prepare and deliver a better interview.

Are you able to block schedule interviews? This is a game-changer with your consistency. By block booking multiple guests on one day, this is more efficient than spacing out recordings.

Smooth interview scheduling ensures effective communication without the back-and-forth emails and calls.

Oh, one more thing: make sure to tell your guests if they need to be camera-ready. If you intend to upload the interview to YouTube, inform your guest beforehand.

3. Record and Edit Efficiently

It takes work to record episodes with clear audio and minimal mistakes. But you can develop an efficient process. Alert yourself quickly by adding editing signals. An editing signal, maybe you clap your hands. 

My go-to editing signal is a long pause. It allows me to gather my thoughts and try again. My Content VA is on the lookout for these pauses. This is a signal to her that editing is needed.

Use an outline during the episode to keep you on track and ensure that you hit all your points. 

Block record multiple episodes on one day when possible. This allows you to reuse the setup and be in “recording mode” for an extended period.

Use editing software like Descript to polish the audio by removing filler words and mistakes. Its transcript feature also makes it easy to locate and edit specific sections. 

Edit efficiently by prerecording intros, outros, and promotions. These can simply be added in for each episode.

Efficient recording and editing removes the need for extensive post-production. Your episodes will sound polished and professional.

4. Optimize Production

The final production process is when your episode truly comes together. Don't skip optimizing this step.

Add an intro and outro audio bed to brand your episodes and tease upcoming shows. Develop templates that make this fast and consistent.

Include episode details like the title, description, guest info, and more as metadata. This helps listeners find your show.

Write compelling show notes that include time stamps, quotes, links, and resources mentioned. These notes become great material for social media.

Add relevant images to posts of the episode that make it visually engaging. Canva has templates for podcast graphics, quotes, and more.

Optimized production makes your podcast shine. Don't leave this as an afterthought.

5. Promote New Episodes

You put in the work to create an excellent episode. Make sure it finds its audience.

Share new episodes on social channels that you hang out on the most. Use one piece of content and break it up into multiple posts. Add that into your caption bank, allowing you to pull content in the future to promote an older episode.  Ensure that you post multiple times as well as on your Stories.

Send an email blast to your list with each new episode announcement. Include a link to the episode along with a short description.

Reach out personally to influencers and others in your industry who would be interested in the topic. Ask them to check out the episode.

Repurpose content from the episode into a blog post or video to maximize its impact.

Promoting your podcast widely helps attract new listeners. Don't keep it a secret!

The right workflow keeps your podcast production on track without wasted effort or stress. Now, you can consistently create excellent shows while growing your audience.

Once you have your main steps, it’s time to enter into a project management software.

Creating Your Podcasting Workflow

Now, let’s walk through building your podcast workflow in a project management system if you’ve not selected a project management software yet. Check out episode 29, What is the best project management software, or the link to the blog post in the show notes. https://misstask.com/what-is-the-best-project-management-software/ 

  1. Create a new project called “Podcast Workflow”
  2. Make columns or sections. 
    1. Here are titled ideas for you: Ideas, Planning, Booking, Recording, Editing, Production and Promotion. These represent the key stages. 
    2. Here are my column or section titles: Podcast Process, Ideas, Planned, In Progress, Published, Promotion, Metrics, Done
  3. Build one task template that can be duplicated. 
    1. Name it something like TEMPLATE- Ep 000-Topic
    2. Create an action item for each task in your Podcasting Workflow
    3. Include Promotion tasks like Social Media and Email.

Duplicate the template each time you start a new episode. Adjust dates and details as needed.

Mark tasks to Done as you complete each stage of production.

Review the board to see upcoming episodes and deadlines.

This workflow will make your podcast creation process smooth, organized, and efficient. You’ll gain back time to focus on reaching more listeners.

Book a mini-session if you'd like my template for a podcasting workflow and help select your project management software. It’s at the lowest price, it will be just $97.

Book A 1-Hour Virtual Session

Discover the Secret to Effortless Content Creation –

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

For my DYIers: Here are the steps to set up the project in Asana.

  • Once in Asana, click on the plus icon at the top right of the page. 
  • Click the button and select projects. Perfect! You’re doing so well. 
  • Select Create a blank Project and move on to the next item
  • Name your project; it can either be podcast workflow or [Your Podcast Name] Workflow
  • If you want a description, go ahead and add that in the description section
    • Ideas for the description section. Links to all the resources for your podcast. 
      • The podcast link
      • Link to your show notes

How do you prefer to look at your work? All in a list view or a kanban or board view. Personally, I like the board view so that I can drag and drop the cards as I move them along the process. 

Making it public will allow you to create projects, share them, and delegate them easily when you have team members.

Make a Few Columns

Rename the first column Idea Bank, all those ideas for podcast episodes.

Make sure that you have a weekly or monthly time block to get all those ideas out of your brain and into your system. 

Not every one of your ideas needs to be a podcast, but if you're chatting with somebody and they say something that triggers you, you're like, Oh My Goodness, that's such a great idea for a podcast. Now you have a home for these ideas, no more random pieces of paper that you don’t know what you scribbled on. Or worst yet, trying to remember where you wrote it down at that’s the worst time suck of all, searching for lost ideas.

Plan, Record, Edit, Production, Distribution, Promote, and Repurpose would be great column headers. 

Create a Podcasting Template That Can Be Duplicated

In our Ideas column, we are going to create our template. This will hold the process of all the tasks that need to happen from start to finish. 

Create a podcasting template that can be duplicated or copied to ensure you’re not leaving anything out in the workflow. 

Under the first column titled Ideas, you’ll have two cards. 

One card is named Idea Bank, and the second card is named [[Template]]

How to create a podcast template: 

Plan:

What are the tasks that would come after the plan in your podcast workflow?

To get you started: 

  • Research
  • Outline – The outline template can be created in a Google Document and linked straight from Asana. 
  • Guests: Under this section, you’ll want to have a link to your form and canned response that includes a link to your scheduling software to book a podcast time. 

Send a link to a scheduling tool such as Calendly or TinyCal to avoid the back and forth.

Another note is to block schedule and pick one day to do either two or three podcast recordings.

  • Record:
  • Scheduled Guest: 
  • Editing:
    • Edit the audio
    • Add Intro
    • Add Outro
    • Don’t forget the call to action! 

Use an application such as Descript to edit, create the transcript, and turn it into a blog post.

  • Create all the graphics from templates saved in Canva. 

Production: 

Finalizing the audio files

Metadata

Show Notes

Distribution:

Publishing the episode on a podcast-hosting platform

Promote: 

Let's put in the different platforms that you promote your podcast to your ideal clients.

  • Facebook
  • Instagram
  • Pinterest
  • LinkedIn
  • TikTok

This is a pretty good start to the podcasting workflow, make this your own by adding in all the specifics for your podcast. 

Be certain to include the links to everything in your template. 

With your podcasting template. This can be duplicated for each episode topic. 

  • To duplicate a card, open it up and go to the three dots in a line icon in the right-hand corner. This will drop a list of more tasks and select duplicate tasks. 
  • You’ll want to ensure a standard naming conversion for your project cards. Such as Ep003: Podcast Title.

This template can be used and adjusted as needed with your workflow. 

When you’re ready to begin working on the episode, assign the task to yourself or a team member, along with a due date. 

When you log into Asana in the morning, you’ll know what needs to get done that day to stay on track. 

So, there you have an overview of how I would create a podcasting workflow in Asana. 

A clear and organized podcasting workflow can help ensure that the production process runs smoothly and efficiently and help you consistently produce high-quality content.

 

It’s Time To Wrap This Up

Creating a consistent, high-quality podcast takes work. But you don’t have to do it in a disorganized, chaotic way. 

Implementing a streamlined podcast workflow using project management software is a game-changer. You’ll stop wasting time on unnecessary tasks and backtracking from mistakes.

With a trusted system in place, you can work confidently through each episode. You’ll no longer dread the recording and editing process. Or wonder what steps you’re forgetting. 

Production of podcasts will become simple, dare I say, even enjoyable. You'll gain new satisfaction from watching your workflow progress from idea to publication.

Most importantly, a solid workflow prevents creator burnout. It protects your energy and inspiration from depletion. 

You can now focus on reaching more listeners and growing your podcast. While spending less time stressed and overwhelmed.

So don’t wait! Map out those podcast production steps today. Get your workflow set up in Asana, Trello, or your project management platform of choice. 

Then watch with delight as your podcast process becomes smoother than ever before. You’ve got this!

Thank you so much for your time. I appreciate you, and I hope you have a wonderful week.

Simplify Your Digital Life: Take Control of Google Drive, Eliminate Chaos!

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  • Imagine the frustration of missing files during crucial moments, the stress of duplicated documents, and the overwhelming clutter that hinders productivity.

Grab our free guide and take the first step towards a well-organized and efficient Google Drive.

Say goodbye to the chaos and hello to digital content organization!

5 Steps for a Successful Strategic Planning Day Process

5 Steps for a Successful Strategic Planning Day Process

Free Resource for a Strategic Planning Day Process

Hey there, friend! You're in the right place if you're juggling the demands of running an online business, taking care of your family, and trying to create consistent, organic content. A Strategic Planning Day isn't just a “nice-to-have”; it's a non-negotiable if you're serious about scaling your business and reclaiming your time.

So, refill that coffee mug, and let's dive into the five steps for a successful strategic planning day process your roadmap to business bliss.

If your business growth is not important to you then you’ll be stuck in your online business. Put on your CEO hat and be the person your future self will be proud of. (: 

Why You Need a Strategic Planning Day Process

Your calendar should include a Strategic Planning Day if you're serious about scaling your online business. Done quarterly, this focused time allows you to step into your CEO shoes and map out a path for growth. When you have a set process for your planning day you'll not miss any important steps.

The Struggle is Real, But So is the Solution

If you're anything like me, you're juggling a million things simultaneously. Running an online business, taking care of your family, and trying to create consistent, organic content. It's a lot, right? But here's the good news: you're not alone, and there's a way to make it all work seamlessly.

The Secret Sauce: Planning Workbook

One of the most popular resources I offer is a planning workbook. It is 50 pages that are chock-full of all the prompts you need to plan well in your business. It is between the workbook and the email series that goes a long with it you'll have a strategic planning day process to follow. Would you like to know what all these things are that are in this planning workbook? Wonderful! I'd love to give you a sneak peek at it today, and I really hope and pray that it is helpful for you.

Are you ready to get into the five steps for a successful Strategic Planning Day Process that is truly transformative?

Grab your copy of the planning workbook here!

1. Create a Distraction-Free Zone

Do you want to know the first thing you must do? You should put time on your calendar so that you actually will do this, have integrity with yourself, and complete this planning day.

It’s a lot if you cannot get through it all in one day; no worries, friend, break it up into days, or maybe you want to stay at a hotel for a weekend. What is essential is you focus on your business and where you're going in the next 12 weeks.

Before you start, ensure you're setting yourself up for success. Turn off notifications, close unnecessary browser tabs, and silence your phone. This is your time to focus solely on your business, so make it count.

2. Start with Reflection: The Foundation of Your Strategic Planning Day

Kick off your Strategic Planning Day by reflecting on your business journey. You must take a step back so that you can look forward. You're going to spend 15 minutes journaling and reflecting.

Grab your journal and jot down.

  • What has worked well for you
  • Areas that need improvement
  • Lessons learned (the good, the bad, and the ugly)

Remember, you're amazing, and acknowledging your wins is a crucial part of the process.

While you have your journal, let’s also do a self-assessment.

How happy are you really? Not put on a show fake happy, but like real, real happy.

How happy are you in these areas of your life:

  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. Business

You're going to put a mark on each one of those categories from one to ten by ranking your happiness. A 10 means you’re happy and fulfilled in this area of your life. The areas that you may not be so happy about will probably be more like one or two.

5 Elements in a Strategic Planning VIP Day

3. Revisit and Realign Your Vision

Your vision is the North Star of your Strategic Planning Day. Read it out loud and ask yourself:

  • Does it still align with your current vision?
  • Does it evoke feelings of happiness, pride, and achievement?
  • If not, it's time for some adjustments.

4. Set SMART Goals: The Heart of Your Strategic Planning Day

Next, stop in your strategic planning day and set your goals for the next 12 weeks.

How can you make your vision a reality? By breaking it down into small, actionable goals.

I want you to take a look at what you want to achieve. What are your top three business, personal, and financial goals that you have for yourself?

Ask yourself, what are you committed to achieving? Identify what you are actually committed to 100%. Without your true commitment, you may struggle to get it done.

Now, let's get down to the nitty-gritty—your goals. Break them down into three categories:

  • One-year goals (Think big, like financial milestones)
  • 90-day goals (Smaller objectives that contribute to your one-year goals)
  • 30-day focus (Immediate actions to propel your business forward)

5. Commit and Break Down the Plan

A plan is only as good as its execution. Break down your goals into actionable steps, assigning responsibilities and deadlines. This is where your commitment comes into play; without it, even the best-laid plans can fall apart.

Have you ever broken down a goal into actionable steps, or are you more of a winger? Trust me, I wing with the best of them, but the things that truly matter are better off with a plan.

In step five of your strategy day, you will map it out. So, how do you make sure that you achieve those goals? You actually sit down, and you map out your goal.

Start at the end and work back to the beginning. How will you know that you’ve accomplished your goal? What was the step right before that, then the step before that? Map out all the different steps that must happen. Please keep in mind small, actionable steps that you can do every single day in order to move forward toward your goal.

Sit down and do a whole mind sweep of every step you think you will need to do to achieve that goal. And once you have it, you want to map it out with who's responsible.

If it's only you in your business. Well, you’ll be the only one doing the work. You also need to look at your time and the actual time bank that you have to get everything done. We tend to underestimate the amount of work and time something will take to get done. Make sure to give yourself grace.
To create your plan, you must also figure out how much time you’ll be working. It's time to pull out that calendar and determine how many days out of the office you want in the next 12 weeks. What days will your kiddos be home because they are off on a random day? What are the must-attend kid events? What holidays are upcoming? the holidays. All of those things. Then, you need to be able to reverse engineer from that end date to ensure that you have enough time to get all the items done. To make that goal a reality.

If it's not alone and you have a team member who is the team number that will be doing the work. You need to know all the action items; no more flying by the seat of your pants. You need to have the who, the want, and the when documented, preferably in a project management tool like Asana, Trello, or MeisterTask. All the actions are assigned a date by knowing the end date and revenue engineering the time frame.

Depending on how big your goals are, you may have a couple of goals in the quarter however, if you have something big, like a launch. Then, you only want one goal for that entire quarter.

Here is an example of how to set up an Asana Board for Goals and Quarterly Planning:

An example of a Asana board set up for goals and quarterly planning for an online business owner

Map out important dates

As I mentioned earlier, you must understand your time bank for the quarter. How many hours do you really have to work on the goals and projects in your business? Do you have a realistic amount of time to get everything done in the timeframe that your brain is telling you?

It is essential to take the time to map out the dates and the actual chunks of time that you’ll work on your goals and project. When you do this, you’re not sitting down at your desk wondering what do I need to do today. It is all planned out for you in advance, thoughtfully.

Be sure to start by marking all the out-of-office dates on your calendar.

  • Vacation Days
  • Important Kid Events
  • No School Days
  • Holidays
  • Add all the out-of-office dates to your Google Calendar.

Everything else is mapped around those dates on your calendar. It's important for me to know the commitments and the time bank when I'm working on my promotion calendar or a client's promotion calendar.

Walk Through Video

Just in case you'd prefer to see the key elements of a successful planning day, here's a video I created a few years ago.

Bonus: Your Content Calendar and Beyond

While not directly related to strategic planning, your content calendar is crucial. Plan out your content for the next three months, week by week. This will help you stay consistent and aligned with your goals.

Don’t Forget To Track Your Numbers

If you do not already have a stat/metric tracker in place, do that. What gets measured gets improved. Here are a few ideas of comment states:

  • Website Traffic
  • Email Subscribers
  • Engagement
  • Number of Clients
  • Number of Leads
  • Number of Sales

Let’s Wrap This Up:

There you have it, the ultimate guide to a successful Strategic Planning Day. Implement these five key elements, and you're heading to a thriving business. Get 'em, you've got this!

Thank you so much for your time. I appreciate you, and I hope you have a wonderful week.

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✁ Just a Snippet

Here is just a snippet of the important points, you know for the skimmer in you. 🤪

  • Looking back is the best way to move forward.
  • Are you still in alignment with your vision?
  • What are you actually committed to doing?
  • Add all the important out of office dates to your calendar
  • Create a plan and commit to your success
  • How do you know you’ve improved without having a business pulse with all your numbers?
  • Go get ’em, tiger! You’ve got this.