Few things bring me as much joy as settling down with a great colored gel pen, cracking open my own personalized worksheets, sipping my favorite cuppa, and diving into my Yearly Business Plan and Review Day (which I now do with my Build Your Client Base mastermind group, holla!).
Conducting one of these is my business coach way of defining self-care, queens. Nurturing your business, thoughtfully reflecting on the past year of wins and road bumps, and setting yourself up for success in the upcoming New Year is invaluable in becoming a proactive, considerate, kick-butt biz owner. (If you take nothing else away from your time with me in 2019, let it be this!)
The point of a Business Plan & Review Day is for you to get clear on the whats, hows, and wheres of your business, asking yourself questions like:
- What are you offering?
- How are you doing it?
- Where are you going?
- What can you achieve?
- How much did you make?
- What do you want out of your business?
- Where can you push harder and ease up?
- What needs to evolve?
To be clear – this day should feel delicious! Show up with your eyes open, ready to embrace and glean as much info as possible about your work. By arming yourself with the inspiration, know-how, and gameplan to be successful moving forward, you’re ultimately putting yourself in the driver’s seat of your business, rather than simply hanging on and “riding the wave.”
To get started, set the scene in a way that inspires your best self. If that means putting on a business suit and working from a swanky hotel lobby – by all means, go for it! For me, it means staying in my pajamas, hunkering down in my creative space, and inhaling all the abundance my work brought in over the past 12 months and exhaling any unnecessary stressors or obstacles that no longer serve me and will not be joining my journey in the new year.
In past Plan & Review Days, I’ve closely followed my Sacred Business Binder — a system I designed to easily help my clients with things like setting up their money tracking systems, crystalizing actionable goals, and analyzing important business building questions. It’s a GREAT outline for your Plan & Review Day and covers important tools and tasks like:
- Reviewing your product/service wins and losses by asking yourself the questions: “Why did I offer this? What was the goal? How did I put it out in the world?” 💸
- Encouraging you to make ‘Stop Doing,’ ‘Start Doing,’ and ‘Keep Doing’ lists (<– love❤️)
- Crafting a ✨Goals Page✨ as a visual reminder of what you want in the New Year
- Strategically setting up systems and processes to help you achieve what you’ve identified as important (like setting phone reminders, revamping your calendar etc.) 🗓️
- Making a “Yearly Reflection & Dreaming ” worksheet with tough business-building questions like the ones listed above 📝
- And perhaps most importantly, setting your intentions and/or Word of the Year for all you want to achieve over the next 12 months. 💃
While I’ll always refer to the outline above, your Business Plan & Review Day can be as personal as your business, designed by you for you. The benefits of taking this time will show up in obvious and subtle ways throughout the year, and what you uncover will always be there for you to refer to as a guiding light if and when you get stuck.
The great news is: you don’t have to wait until December 2020 to do this again! In fact, I regularly encourage my clients to throw themselves this party once every month (which I *also* do with my Build Your Client Base mastermind group, whut whuuuuut!). Taking regular inventory, updating your goals, checking in on your finances, and evolving your commitments to yourself will only make you a stronger, more agile and nimble business owner in the long run, and give you the chance to teach yourself important lessons with more frequency and less resistance.
However you settle in your personal Business Plan & Review Day, I am with you in spirit and sweatpants, sending you all of the best business-building-vibes one woman with an abundance of washi tapes can provide.
Happy Planning and Reviewing!!! 🌟
Not a full-time business owner yet, but doing your own yearly Plan & Review anyway? Do you see launching your own biz on 2020’s horizons? I love to hear that, and I have just the place for you -my *free* 2-hour planning webinar called Leave Your Job & Launch Your Biz in 2020, and you better believe I mean it. We’ll talk over 5 essential things you need to truly start the business you’ve always dreamed of and ensure this really is the year of getting shiz done (seriously, you’ll leave knowing the *exact month* you can quit.) To join me, register here!