If annual planning feels overwhelming, I get it. I have created a simple process I take every single year that I teach in my annual planning workshop. Today on the podcast episode, you get a peek inside! This is a recording of last year’s planning workshop and I’m so excited that we are doing it again! I hope you join us. You can register for our live Planning Workshop here.
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The Annual Planner: Make This The Year You Reach Your Goals
In today’s podcast episode, I’m going to teach you the following:
-How to set achievable, realistic goals that are SMART and measurable.
-How to figure out what goal should be the priority for the next year.
-How to narrow down your business ideas when you have so many ideas for the year.
-How to separate your work goals, personal goals, family goals and financial goals, health goals, etc.
Step 1. Create Your Vision
Identify where you want to be in the next 3-5 years. How do you want to feel? Where do you want to live?
What are the first steps you need to do to achieve your vision?
Narrow it down to 3 priorities for the next year that will help you get to your ultimate long term vision.
Step 2: Set the Right Annual Goals
I recommend setting three goals in these three categories:
- A career or business goal
- An income or impact goal
- A personal goal
For each goal, ensure you identify your why.
Step 3: List Out Your Personal Goals
There is also a place to write 3 personal goals on the bottom. This is where personal financial, physical, hobby, family, spiritual or relationship goals would go.
Make sure you have a copy of my free digital planner to help you create your vision and annual plan.
4. Make a Spot To Capture Next Year’s Goals
You don’t need to focus on all your goals now.
You just need to focus on three main goals per year (plus additional personal goals if desired).
Keep adding to this “next year” list when you think of something new you want to do. Just don’t let it distract you from what you need to focus on now.
I hope these 4 tips help you create an incredible annual plan. Most importantly, focus on your vision, understand your why and don’t give up until you reach your goal!
